Customer Service Legal Account

Start Date: January 2nd
Job Description:

We are seeking a highly motivated to join our team. As a Customer Service for our legal account, you will be responsible for handling initial client contact, gathering information, and assessing potential legal cases.

As a legal intake specialist, your main role is to oversee the process of bringing new clients on board and ensuring they align with our law firm's services. Below are some key responsibilities and skills required for the role:

Key Responsibilities:

• Conduct interviews with potential clients via phone and email to understand their cases.
• Perform preliminary research to assess the validity of potential clients' claims.
• Evaluate the compatibility of potential clients' claims with our firm's areas of expertise.
• Coordinate initial consultation appointments with attorneys for promising prospects.
• Assist in the onboarding process of new clients by completing necessary paperwork and organizing initial case files.
• Input client data into our computer systems accurately.
• Provide administrative support as needed.

Key Skills:

• Excellent customer service skills to create a welcoming environment for potential clients.
• Strong listening skills to comprehend the details of clients' cases effectively.
• Proficient interviewing skills to extract relevant information from clients.
• Clear written and verbal communication skills to guide clients through the next steps and create concise client profiles for attorneys.
• Basic understanding of various legal specialties to assess the suitability of our firm for potential clients and refer them elsewhere if necessary.
• Strong organizational abilities to manage client contact and case information efficiently.
• Ability to multitask effectively and handle multiple client inquiries simultaneously.
• Proficiency in word processing, spreadsheet, email, and database software.

If you possess these skills and are passionate about providing exceptional service to clients, we encourage you to apply for the position of Legal Intake Specialist with us.