Legal Intake Coordinator
1 month ago
Hollander Law Firm is a close-knit, compassionate team of dedicated legal professionals. We are expanding and seeking a skilled intake specialist to take our client relations to the next level and manage our growing caseload.
Responsibilities- Greet clients and visitors warmly, maintaining a professional and welcoming atmosphere.
- Answer incoming calls and provide accurate information or direct inquiries as needed.
- Manage front desk operations, including scheduling appointments and coordinating meetings.
- Conduct client intake interviews, ensuring thorough documentation of client information.
- Assist in managing incoming and outgoing correspondence, including mail and emails.
- Collaborate with the team to support client matters and provide administrative assistance.
- Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms to bring in new cases.
- Screen incoming potential client phone calls to ensure the case falls within the scope of the firm, while helping the caller feel heard and understood.
- Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
- Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files.
- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
- Personal Injury/Medical Malpractice intake experience preferred.
- Experience with Lead Docket and/or Filevine is a plus. Will train.
- Bi-lingual English/Spanish verbal and written communication skills a plus.
- Associate or bachelor's degree preferred. Experience in lieu will be considered.
- Strong interpersonal and organizational skills with attention to detail, are a must.
- Tech savvy and proficiency in Microsoft Office Suite and able to learn new software quickly.
- Previous experience with CRM and case management software desired.
- Customer service or sales experience a plus.
- Possesses outstanding communication skills and sense of empathy.
- Previous legal experience highly valued.
- High school diploma or equivalent needed, while a Bachelor's degree is desired.
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