Intake Specialist
$48k - $75kGGRM Law Firm
Job Type
Full-time
Essential Duties and Responsibilities The essential functions include, but are not limited to, the following:
- Receiving phone calls, email, and chat from potential new clients
- Following up on potential new client leads
- Responding to potential new client's emails and chat messages in a professional and timely manner
- Meeting with new clients in person and gathering information
- Communicating with various law firms to follow up on Firm referrals
- Ensuring case management software (CMS) feed is cleared daily
- Completing all assigned tasks by relevant deadlines
- Documenting all relevant activity in CMS properly
- Ensuring that client documentation is scanned into CMS and labeled properly
- Gathering important and detailed information regarding a client's case
- Assisting Reception as needed
- Meeting with the Intake Attorney on a regular basis
- Performing other duties as assigned
- 6+ months of intake experience
- Familiarity with Filevine and LeadDocket case management software
- High school diploma or equivalent
- A reliable vehicle, valid Nevada driver's license, valid driver's insurance, and proof of driving record
- Bilingual in English and Spanish
- Authorized Nevada Notary or ability to obtain Nevada Notary
- Ability to comprehend questions over the phone and quick to communicate knowledge efficiently
- Demonstrate effective time management and sense of urgency
- Well-developed communication and customer service skills
- Proficient in organizing important documents and personal organization
- Committed to maintaining integrity and confidentiality on behalf of clients and the Firm
$48,000 - $75,000
Vacancy posted 5 days ago
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