Legal Intake Coordinator
10 hours ago
At Roman Austin, we're seeking a skilled Client Relations and Intake Specialist to join our team. As a key member of our operations team, you'll play a vital role in managing our client relations and ensuring seamless onboarding processes.
Key Responsibilities:- Organize and manage client paperwork and data entry in our case management system to streamline new client onboarding and current client files.
- Perform various clerical tasks, including transcription, research, spreadsheet management, and email writing to maintain operational efficiency.
- Collaborate with the marketing team to foster prospective client streams through awareness and law firm partnerships initiatives.
- Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
- Input all new client data into our CRM - legal intake software - accurately and timely, including marketing and contact sources.
- Input data into Google Ad Campaign Dashboard to ensure proper marketing source attribution and process all new clients through the funnel.
- Excellent and empathetic verbal and written communication skills.
- Solid data entry, spreadsheet management, and computer skills.
- Background in the legal industry preferred.
- CRM and case management software experience a plus.
- Proficiency with Microsoft Office products, especially Microsoft Excel.
- CRM Lead Docket and Filevine Experience are a plus but not required.
- Bilingual Spanish is a plus and will be compensated as such but not required.
As a Client Relations and Intake Specialist, you'll have the opportunity to make a tangible difference in our clients' lives every day. If you're passionate about delivering exceptional customer service and have a knack for data management, we encourage you to apply.
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