Law Firm
Jacksonville, FL
Legal Staff Other in Jacksonville, FL
Legal Staff
No
Job Title: Legal Intake Specialist
Job Responsibilities:
- Set appointments for potential clients that meet the criteria to keep lawyers’ schedules organized and grow the caseload.
- Take charge of various office tasks such as email correspondence, document management, data organization, and research to ensure the law firm is running at peak efficiency.
- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.
- Screen incoming potential client phone calls to ensure the case falls within the scope of the firm, while helping the caller feel heard and understood.
- Collect paperwork and enter data into the case management system to ensure a smooth onboarding for new clients and tidy management of case files.
Education and Experience Information:
- Previous customer service or sales experience preferred.
- Previous experience with CRM and case management software desired.
- Strong ability to communicate eloquently and empathetically is a must.
- Solid data entry, spreadsheet management, and computer skills.
- Proficiency with Microsoft Office products, especially Microsoft Excel.
Salary Information:
- $40,000+ depending on experience.
About the Company:
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May 28, 2025
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