Intake Specialist - Law Firm

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Intake Specialist - Law Firm


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The candidate will complete phone interviews and electronic communication with potential new clients and gather information pertinent to the potential case. Initial contact for potential clients and will be responsible for documenting the initial call information, escalating potential clients to the appropriate attorney, and following up with potential clients as needed. Help with legal and administrative office tasks at the law firm, support the legal team, and be involved in marketing, social media, and lead generation projects as needed. Conduct phone interviews with potential clients. Gather and organize client information and documents needed for initial attorney consultation. Record potential client needs and coordinates next steps for an attorney, Coordinate successful virtual meetings and in-person meetings for potential clients by using electronic systems and providing in-office support. Create client electronic & physical files. Maintain a potential client list. Draft and follow up on client representation agreements and other communications. Handle incoming potential client phone calls and electronic contact during regular business hours. Rotate with teammates to respond to contacts outside of business hours. Office administrative projects as assigned. Marketing, social media, and lead generation projects as assigned. Cover front desk, legal assistants, and general office support as needed.

Company info

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