Client Intake Specialist
Neeley Law
Chandler, AZ US
Posted ago
Neeley Law

Neeley Law is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a friendly and dynamic legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Responsibilities
  • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
  • 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
  • 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
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
Qualifications
  • Previous legal experience a plus
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
  • Strong computer and data entry skills
  • Possesses outstanding communication skills and sense of empathy
  • Previous experience with CRM and case management software desired
Compensation
$20 - $25 hourly
About Neeley Law

Neeley Law is Arizona's premier consumer bankruptcy firm. We are changing the way people feel about hiring an attorney by delighting our clients with exceptional legal services, unparalleled empathy, and tools to empower them to rebuild their financial lives and prosper in the future.

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