Legal Intake Coordinator

2 weeks ago


Syracuse, New York, United States safeharborwillsandtrusts Full time
About the Role

We are seeking a highly skilled and compassionate Legal Intake Specialist to join our close-knit team at Safeharbor Wills and Trusts. As a key member of our team, you will play a vital role in managing our growing caseload and providing exceptional customer service to our clients.

Key Responsibilities
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure seamless case management.
  • Conduct thorough surveys with potential clients to determine the right fit with our practice, while maintaining empathetic communication.
  • Coordinate consultations for prospective clients with our lawyers to expand our caseload and ensure accurate meeting schedules.
  • Perform various administrative tasks, including managing spreadsheets, writing emails, faxing, copying, and transcribing notes to ensure efficient office operations.
  • Collaborate with the marketing team to foster prospective client streams through awareness and law firm partnerships initiatives.
Requirements
  • Previous legal experience is highly valued.
  • Proficiency in CRM and case management software is a plus.
  • Strong computer and data entry skills are essential.
  • Customer service or sales experience is a plus.

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