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Legal Intake Specialist

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Posted : Tuesday, April 16, 2024 03:17 AM

Our law office is growing fast and we’re searching for a full-time Legal Intake Specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings.
If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today! Compensation: $14 - $17 hourly Responsibilities: Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency 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 Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files Listen and engage with potential new clients while obtaining necessary information to determine if their legal case is one that our team can handle Coordinate appointment times with the various Attorney calendars Document phone conversations with clients and potential new clients in the Firm's Case Management Software System Collect necessary documentation into the Firm's Case Management system for the Attorney's client meetings Qualifications: Previous legal experience a plus CRM and case management software experience a plus Full familiarity with the Microsoft Office suite, with advanced Excel proficiency Excellent and empathetic verbal and written communication skills required Solid data entry, spreadsheet management, and computer skills Experience with a Case Management Software System is a plus but not required Previous Legal Experience is preferred but not required High School Diploma is required; Bachelor's Degree is preferred Customer Service experience or Sales experience is a plus About Company Lulich & Attorneys, P.
A.
is a fast-paced, high-growth law firm with two offices in Indian River County.
We are ready for you to join our amazing team in our Sebastian Office!

• Phone : NA

• Location : Sebastian, FL

• Post ID: 9006192677


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