Client Intake Coordinator

2 weeks ago


Myrtle Beach, South Carolina, United States The Lovely Law Firm Injury Lawyers Full time

Join Our Dynamic Legal Team

We are a thriving law firm looking for a dedicated Legal Intake Specialist to become an integral part of our practice. In this full-time role, you will engage with potential clients, demonstrating empathy and understanding as you gather essential information about their cases.

Your Responsibilities Will Include:

  • Maintaining confidentiality and adhering to the firm's Intake Standard Operating Procedures.
  • Collaborating with the marketing team to enhance awareness initiatives and build relationships with other legal professionals.
  • Screening incoming calls from potential clients to assess case eligibility while ensuring they feel valued and understood.
  • Managing follow-ups with After-Hours and Weekend Hotlines.
  • Organizing documentation and performing data entry in our case management system to facilitate smooth onboarding for new clients.
  • Preparing new client packets and other administrative correspondence.
  • Scheduling appointments for eligible clients to optimize our lawyers' calendars and expand our caseload.
  • Upholding the highest professional standards in all interactions with clients and colleagues.
  • Assisting with various office tasks, including managing spreadsheets, drafting communications, and transcribing notes to ensure operational efficiency.

Qualifications We Seek:

  • Prior experience in sales is essential.
  • Previous legal experience is highly regarded.
  • Familiarity with CRM and case management software is preferred.
  • Exceptional customer service skills, characterized by compassion and empathy.
  • Strong active listening, critical thinking, and analytical abilities.
  • Proficient problem-solving skills.
  • Excellent written and verbal communication skills, along with strong organizational capabilities.
  • Ability to foster trust with clients and team members.
  • Solid knowledge of Microsoft Word and Excel.
  • Professional demeanor and appearance.
  • A commitment to meeting or exceeding expectations at both individual and team levels.
  • Ability to thrive in a collaborative work environment while also working independently and efficiently.
  • Strong prioritization skills to manage tasks effectively.

Compensation: $18-$20/hour



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