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Legal Intake Specialist

3 months ago

Saint Charles, United States Polaris Law Group, LLC Full time

Our law office is growing fast and we’re searching for a full-time Legal Intake Specialist to help us succeed You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today

Compensation:

$19 - $22 hourly

Responsibilities:
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
Qualifications:
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Previous legal experience a plus
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Sales or customer service experience highly valued
  • Familiarity with case management and CRM systems a bonus
About Company

Polaris Law Group, LLC is a boutique law firm that focuses on estate planning, elder law, probate and estate administration, and business law. Our attorneys have been practicing law since 2002. Polaris helps clients plan for their future and protect their families and loved ones. Clients continue to choose to plan with Polaris Law Group because of our client-centric approach to estate planning and continuing commitment to our clients.