Law Firm Intake Specialist
VM Gokea Law Group PLLC
Southampton, NY US
Posted ago
VM Gokea Law Group PLLC
Our rapidly-growing law practice 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 case, 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 tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Responsibilities
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • 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
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth
Qualifications
  • Strong computer and data entry skills
  • Skilled with Microsoft Office, especially Microsoft Excel
  • High school diploma or GED is a requirement; Bachelor’s degree is a plus
  • Familiarity with case management and CRM systems a bonus
  • Possesses outstanding communication skills and sense of empathy

  • Knowledge of Clio is desirable

Compensation
$52,000 plus bonus based on performance
About VM Gokea Law Group PLLC

VM Gokea - The Inheritance Lawyer is a fast growing law firm with offices in Manhattan and Southampton, NY, helping families protect their kids and their assets before it's too late. We create Wills, Trusts, we represent families in Elder Law matters and Probate when a loved one passes away.

Our law firm functions based on policies and procedures with clear parameters for each position and many opportunities for growth. We are looking for team members who work well in a collegial, fast paced environment ready to learn and grow with our firm.

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