Legal Intake Specialist
The Colwell Law Group
Albany, NY US
Posted ago
The Colwell Law Group
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!
  • 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
  • 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

  • Schedule initial consultations for potential new clients and follow up to ensure that the potential clients show up for their appointments prepared
  • Follow up with leads who failed to set or show up for scheduled appointments
  • Manage data entry in the firm's CRM to ensure proper lead reporting and follow-up is conducted
  • Coordinate with the marketing department to ensure adequate flow of qualified leads

  • Excellent and empathetic verbal and written communication skills required
  • Previous customer service or sales experience preferred
  • CRM and case management software experience a plus
  • Strong computer and data entry skills
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
  • High school diploma or equivalent required; Bachelor’s degree preferred
$35,000 - $50,000 yearly
About The Colwell Law Group

We are a family law firm focused on child custody and divorce matters in the Capital Region and beyond. We are looking for the right person to help our team continue. We maintain a small-firm feel in the office and carefully guard our culture. If you are a problem solver and a team player, our office should be right up your alley!

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