Referral Coordinator

Bush and Bush Law Group; Oklahoma; On-site; USD 10,000 - 60,000; Full time

Job summary

A leading law firm in Oklahoma is seeking a Referral Coordinator to manage case inquiries and referrals. The role requires strong organizational skills, excellent communication, and the ability to maintain professional relationships. The ideal candidate will contribute to a positive culture and have opportunities for professional growth.

Benefits

Positive Culture

Impactful Role

Professional Growth

Qualifications

• 1-3 years in a legal or professional services environment preferred.
• Familiarity with case management software and CRM systems.

Responsibilities

• Review incoming leads and case inquiries to determine eligibility.
• Coordinate and document referrals to partner law firms.
• Act as a point of contact between clients and referral partners.

Skills

Organizational Skills

Communication

Customer Service

Bilingual (English and Spanish)

Education

Associate's or Bachelor's Degree in Legal Studies

Tools

CRM Systems

Case Management Software

Job description

The Referral Coordinator at Bush & Bush Law Group serves as a critical liaison between the firm, potential clients, and external legal partners. This role involves evaluating incoming case inquiries, identifying opportunities for referral to external attorneys or firms, and ensuring a seamless handoff while maintaining exceptional communication and record-keeping. The ideal candidate will be highly organized, detail-oriented, and possess excellent interpersonal skills to uphold the firm's reputation for professionalism and client care.

Compensation: $15-$16 an hour.


Requirements

Key Responsibilities:

• Case Screening: Review incoming leads and case inquiries to determine eligibility for in-house handling or external referral
• Referral Management: Coordinate and document referrals to partner law firms or attorneys, including maintaining up-to-date records on outcomes and statuses
• Communication: Act as a point of contact between clients and referral partners, ensuring a smooth transition and timely follow-up
• Database Maintenance: Update internal systems (e.g., CRM, case management software) with accurate client and referral partner information
• Reporting: Generate regular reports on referral activity, trends, and performance metrics for internal use
• Relationship Building: Maintain positive, professional relationships with existing and potential referral partners
• Compliance: Ensure all referrals are compliant with applicable legal and ethical standards, including proper documentation and communication protocols
  
  

Qualifications:

• Education: Associate's or bachelor's degree in legal studies, or a related field preferred
• Experience: 1-3 years in a legal, or professional services environment preferred, especially in an intake, case management, or coordinator role
• Skills:
• Strong organizational and multitasking abilities
• Excellent written and verbal communication
• Customer-service orientation and professionalism
• Familiarity with case management software and CRM systems (e.g., Clio, Salesforce, or similar)
• Bilingual in English and Spanish strongly preferred
• Knowledge: Basic understanding of personal injury or related legal fields is a plus
  
  

Benefits

• Positive Culture: Be part of a supportive and innovative team
• Impactful Role: Play a critical role in shaping the future of a growing firm
• Professional Growth: Opportunities for career advancement and ongoing professional development