Description
Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Responsibilities
•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
•Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
•Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Qualifications
•High school diploma or GED is a requirement; Bachelor's degree is a plus
•Solid data entry, spreadsheet management, and computer skills
•Possesses outstanding communication skills and sense of empathy
•Sales or customer service experience highly valued
•CRM and case management software experience a plus