Intake Specialist

Hallett Legal Group LLC; Avon Lake (OH); On-site; USD 35,000; Full time

Job summary

An established law firm is on the lookout for a dedicated legal intake specialist to join their growing team. This role is pivotal in ensuring clients feel valued and understood during their initial interactions, helping to organize appointments and manage case files efficiently. You'll collaborate closely with attorneys and the marketing team to expand the firm's reach and enhance client relationships. If you're passionate about making a difference in people's lives and possess strong communication and organizational skills, this opportunity is perfect for you.

Qualifications

• Solid data entry and spreadsheet management skills.
• Excellent verbal and written communication skills.

Responsibilities

• Evaluate prospective client inquiries and analyze case fit.
• Set appointments and coordinate awareness initiatives.

Skills

Data Entry

Spreadsheet Management

Microsoft Office

Verbal Communication

Written Communication

Tools

CRM Software

Case Management Software

Job description

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 clients’ lives excites you, start your application today! Responsibilities: • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • 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 Qualifications: • Solid data entry, spreadsheet management, and computer skills • Skilled with Microsoft Office, especially Microsoft Excel • CRM and case management software experience a plus • Excellent and empathetic verbal and written communication skills required • Previous legal experience a plus Compensation: $35,000

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Compensation:
$35,000 per year