Legal Intake Specialist

Description

Looking to join a close-knit, compassionate team of dedicated legal professionals? Our growing law firm is seeking an intake specialist to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone, is a naturally compassionate and empathetic listener, and is passionate about customer service. You'll play a key part in helping our thriving firm succeed while making a real difference in client's lives every day. If this sounds like a job you'd love, apply now!

Candidates interested in sales and management are preferred.

Responsibilities

What You'll Do:
• Client Engagement : Survey prospective clients, empathize with their situations, and ensure they feel heard and valued
• New Client Onboarding : Manage the onboarding process, including data entry and setting up client files
• Appointment Management : Book and confirm consultations using Calendly, and help maintain our lawyers' schedules
• Follow-Up : Diligently follow up with prospective clients, generate fee agreements, and ensure smooth client engagements
• Office Efficiency : Handle tasks such as email correspondence, document management, and data organization
• Collaboration with Marketing : Work with our marketing team to optimize client intake processes and foster prospective client streams

Qualifications

$41