Legal Intake Specialist

Remote Position

We are 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, apply today!

Responsibilities

  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
  • 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
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • 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
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team

Qualifications

  • Skilled with Microsoft Office, especially Microsoft Excel
  • Solid data entry, spreadsheet management, and computer skills
  • Previous legal experience a plus
  • Previous experience with CRM and case management software desired
  • Sales or customer service experience highly valued
  • Strong ability to communicate eloquently and empathetically a must
  • Bachelors degree 

Job Application Form

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