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Law Firm Intake Coordinator
4 weeks ago
We are seeking a highly organized and detail-oriented Law Firm Intake Coordinator to join our team. As the first point of contact for our clients, you will be responsible for conducting intake calls, screening prospective clients, and scheduling appointments.
Key Responsibilities:
- Conduct intake calls with prospective clients and screen them using the firm's Intake Questionnaire
- Schedule appointments for intake questionnaire and manage scheduling for multiple attorneys
- Follow up with clients to confirm appointments and prepare fee agreements for new clients
- Answer multi-line phone system and accurately direct calls
- Maintain client electronic files and follow firm procedures to properly file scanned documents
Requirements:
- Minimum 1 year of law firm or related administrative experience
- Excellent interpersonal, verbal, and written communication skills
- Tech savvy and proficient in Microsoft Office, Adobe Acrobat, Dropbox, Zoom, and RingCentral
- Familiarity with Clio is a plus
Benefits:
- Competitive compensation and benefits package
- Opportunity to work in a friendly, professional, and comfortable workplace environment