Empathetic Intake Coordinator for Personal Injury Law

The JOY FM; Virginia (MN); Sur place; USD 42 000 - 52 000; Plein temps

Résumé du poste

Burnside Law Firm, LLP in Augusta, GA is seeking an Intake Coordinator to be the first point of contact for prospective clients and to manage intake. This full-time, in-office role may offer some flexibility and directly impacts firm growth through effective client communication.

You will handle client intake, answer calls, gather information, screen cases, schedule consultations, manage the CRM, track leads, follow up with prospects, and prepare files for paralegals and attorneys, ensuring

Qualifications

• Prior intake or customer service experience preferred.
• Strong phone and verbal communication skills.
• Comfort with CRM and case management systems.

Responsabilités

• Client intake processing.
• Answer calls and inquiries from potential clients.
• Gather intake data and screen cases.
• Communicate clearly with injured clients.
• Schedule consultations with attorneys.
• Explain next steps early in case.
• CRM management and data entry.
• Maintain CRM system.
• Track leads from first contact to representation.
• Follow up with potential clients.
• Track lead sources and intake conversions.
• Go High Level experience is a plus.
• File setup for new matters.
• Conduct conflict checks.
• Open new client files in the CMS.
• Ensure accurate data entry and document collection.
• Prepare files for paralegals and attorneys.
• Handle referrals and refer outside matters.
• Maintain referral records.

Connaissances

Phone communication

Customer service experience

CRM proficiency

Detail-oriented

Organized

Outils

Go High Level

Case management software

Description du poste

Burnside Law Firm, LLP in Augusta, GA is seeking an Intake Coordinator to be the first point of contact for prospective clients and to manage intake. This full-time, in-office role may offer some flexibility and directly impacts firm growth through effective client communication.

You will handle client intake, answer calls, gather information, screen cases, schedule consultations, manage the CRM, track leads, follow up with prospects, and prepare files for paralegals and attorneys, ensuring