Intake Specialist

1 week ago


Edison, New Jersey, United States Law Office of Abhisha Parikh Full time

Law Office of Abhisha Parikh is seeking a skilled Intake Specialist to serve as the first point of contact for our law firm. As a key member of our team, you will be responsible for taking inbound calls from prospective clients, screening and surveying for potential cases, and assisting our lawyers with meeting management.

Responsibilities:

• Respond to incoming calls and messages from potential new clients, assessing their needs and suitability for consultations

• Maintain accurate and up-to-date records of client interactions, using Excel to track conversions and ensure data integrity

• Proactively engage with clients to gather comprehensive details and ensure a smooth intake process

• Ensure all relevant documents and notes from the intake phase are accurately reflected and updated

• Screen and assess upcoming consultations to ensure effective case management

Requirements:

• Fluency in Hindi and/or Gujarati

• Proficiency in Microsoft Office products, particularly Excel

• Sales or customer service experience highly valued

• Strong computer and data entry skills

• High school diploma or equivalent required, with a Bachelor's degree preferred

• Familiarity with case management and CRM systems a plus

• Excellent communication and interpersonal skills, with the ability to empathize with clients


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