What are the responsibilities and job description for the Legal Intake Specialist position at Jerez Law, PLLC?
Our rapidly-growing law practice is 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!Compensation:
$15 - $25 hourly
Responsibilities:- 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
- 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
- Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
- Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
- Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
- High school diploma or equivalent required; Bachelor’s degree preferred
- Previous legal experience a plus
- Familiarity with case management and CRM systems a bonus
- Sales or customer service experience highly valued
- Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
The law firm focuses on representing people who have been injured. We are passionate about the service we provide and strive to clearly communicate and develop strong relationships with our clients so that we can best represent them.
The law firm is striving for a virtual environment and rewards quality work.