Legal Intake Specialist
Cannon & Associates
Edmond, OK US
Posted ago
Cannon & Associates

Are you ready to join a team of Fierce Advocates? 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!

  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
  • Previous experience with CRM and case management software desired
  • Strong ability to communicate eloquently and empathetically a must
  • Skilled with Microsoft Office, especially Microsoft Excel
  • Background in the legal industry preferred
  • Solid data entry, spreadsheet management, and computer skills
$12 - $15 hourly
About Cannon & Associates

Cannon and Associates, PLLC is dedicated to Fierce Advocacy for Families and Freedom. We fight for those facing criminal charges, military justice, divorce, or child custody issues. We are dedicated to working with technology to make our lives and the lives of our clients easier. We use client software, integrations, and Policies, Systems, and Procedures ("PSPs") to efficiently serve each and every client. Our firm is growing and looking for highly motivated people to join our team of fierce advocates to help us serve more clients with the highest level of customer service!

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