Law Firm Intake Specialist - safeharborwillsandtrusts.com : Job Details

DescriptionOur 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 cases, 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!Full-time, in-office position. Business hours are 8:30 AM - 5:00 PM, M-FResponsibilities•Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency•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 casesQualifications•Full familiarity with the Microsoft Office suite, with advanced Excel proficiency•Excellent and empathetic verbal and written communication skills required•High school diploma or equivalent required; Bachelor's degree preferred•Background in the legal industry preferred•Customer service or sales experience a plus