Legal intake specialist
Posted Updated 4
views
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 case, 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.
Responsibilities
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Requirements
Possesses outstanding communication skills and sense of empathy
CRM and case management software experience a plus
Proficiency with Microsoft Office products, especially Microsoft Excel Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus
If you have prior customer service experience, great communication skills, and a passion for helping others.
Responsibilities
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Requirements
Possesses outstanding communication skills and sense of empathy
CRM and case management software experience a plus
Proficiency with Microsoft Office products, especially Microsoft Excel Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus