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Legal Intake Specialist - Tax


PayCompetitive
LocationRemote
Employment typeFull-Time

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  • Job Description

      Req#: 503711
      Description

      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 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 clients' lives every day. If this sounds like a job you'd love, apply now!

      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
      • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
      • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
      • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files

      Qualifications
      • Possesses outstanding communication skills and sense of empathy
      • Strong computer and data entry skills
      • High school diploma or GED is a requirement; Bachelor's degree is a plus
      • Background in the legal industry preferred
      • Sales or customer service experience highly valued
  • About the company

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