Legal Intake Coordinator
2 days ago
We are seeking a highly skilled Legal Intake Specialist to join our team at Block LLP. As a key member of our team, you will be responsible for surveying prospective clients, empathizing with them on the details of their cases, and managing new client onboarding and data entry.
Key Responsibilities:- Evaluate prospective client inquiries and phone calls to ensure a seamless case fit and provide exceptional client experience.
- Perform various clerical tasks, including transcription, research, spreadsheet management, and email writing to maintain operational efficiency.
- Collaborate with marketing to develop outbound sales tactics and partnerships with other law firms to drive new case growth.
- Set appointments for potential clients to keep our lawyers' schedules organized and grow our caseload.
- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure efficient case management.
- Previous experience with CRM and case management software is desired.
- Proficiency in Microsoft Office, especially Microsoft Excel, is required.
- Firm knowledge of spreadsheet and data management, as well as computer skills, is essential.
- Sales or customer service experience is highly valued.
- Excellent and empathetic verbal and written communication skills are required.
- Bilingual - English/Spanish is a plus.
At Block LLP, we offer:
- Competitive pay
- Opportunities for growth and advancement
- Bonus and Incentive pay
- Paid holidays
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