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Legal Intake Specialist

The Siegel Law Group

Legal Intake Specialist

Boca Raton, FL
Paid
  • Responsibilities

    Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency Qualifications: • Proficiency with Microsoft Office products, especially Microsoft Excel • Excellent and empathetic verbal and written communication skills required • Familiarity with case management and CRM systems a bonus • High school diploma or equivalent required; Bachelor’s degree preferred • Solid data entry, spreadsheet management, and computer skills Compensation: $18 - $22 per hour