Law Firm Intake Specialist

Company: The Siegel Law Group
Location: Boca Raton
Posted on: March 11, 2023

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 our client's lives excites you, start your application today!

Responsibilities:

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
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
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency


Qualifications:

Previous experience with CRM and case management software desired
Previous legal experience highly valued
High school diploma or equivalent required; Bachelor's degree preferred
Sales or customer service experience highly valued
Strong ability to communicate eloquently and empathetically a must


About Company:
The Siegel Law Group, a fast-growing law firm in South Florida, knows firsthand what can happen if you are unprepared for life's challenges. Our goal is to help those we serve with careful planning of their assets. We are also committed to helping individuals through holistic planning options and helping them qualify for much-needed benefits to impact lives positively.



Some of the benefits of joining our team include:

Being part of a family atmospherePaid HolidaysHealth Insurance and 401(k) are availableDisability Insurance availableLife Insurance available and paid forWork Life balance culture, amazing work schedule

Keywords: The Siegel Law Group, Boca Raton , Law Firm Intake Specialist, Other , Boca Raton, Florida