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Legal Intake Specialist

Safe Harbor Wills and Trusts

Legal Intake Specialist

Syracuse, NY
Paid
  • Responsibilities

    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, emails, and web-from submissions 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: • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • 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 • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our 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 Qualifications: • Strong computer and data entry skills • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency • Possesses outstanding communication skills and sense of empathy • Customer service or sales experience a plus • High school diploma or equivalent needed, while a Bachelor’s degree is desired Compensation: $18 - $20 hourly