Job Details
Description
Our growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and learn about the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments across our four offices. We'll provide the training and resources to help you flourish in your role on our legal team. You will also help compile documents for signings. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Responsibilities
Accurately print and organize documents for signing, scan signed documents, upload signed documents to our network, and act as a witness for signings
Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
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
Utmost respect for confidentiality and professionalism
Sales or customer service experience highly valued
Previous experience with CRM and case management software desired
Excellent and empathetic verbal and written communication skills required
Strong computer and data entry skills
High school diploma or GED is a requirement; Bachelor's degree is a plus
Previous legal experience highly valued