Legal Intake Specialist

The Law Office of Whitney L. Thompson, PLLC

Legal Intake Specialist

Houston, TX
Paid
  • Responsibilities

    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! 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 Compensation: $15 - $20 hourly