Legal Intake Specialist
Houston
Job Description Job 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 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! Compensation: $15 - $20 hourly
Responsibilities: Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client 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
Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Qualifications: High school diploma or equivalent needed, while a Bachelor’s degree is desired
Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
CRM and case management software experience a plus
Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus
About Company
We are a growing law firm with locations in Bay City, Texas and in Houston, Texas that handles family, probate, estate planning, medicaid planning and guardianship matters.