Legal Intake Coordinator

6 days ago


Burbank, California, United States Block LLP Full time
Job Overview

Block LLP is seeking a highly skilled Legal Intake Specialist to join our team. As a key member of our operations 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, analyzing their case fit and ensuring they feel seen and heard.
  • Perform miscellaneous administrative tasks as needed, including transcription, research, spreadsheet management, and document preparation to ensure operational efficiency.
  • Collaborate with our marketing team to develop outbound sales strategies and partnerships with other law firms to drive new case growth.
  • Coordinate appointments for potential clients that meet our criteria to maintain our lawyers' schedules and grow our caseload.
  • Oversee new client onboarding and current client files through data entry and paperwork collection to ensure seamless case management.
Requirements
  • Previous experience with customer relationship management (CRM) and case management software is highly desirable.
  • Proficiency in Microsoft Office, particularly Microsoft Excel, is essential.
  • Familiarity with spreadsheet and data management, as well as computer skills, is required.
  • Sales or customer service experience is highly valued.
  • Excellent verbal and written communication skills are essential.
  • Bilingual skills in English and Spanish are a plus.
What We Offer
  • Competitive hourly pay
  • Opportunities for growth and professional development
  • Bonus and incentive pay
  • Paid holidays


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