Legal Intake Coordinator - Personal Injury

• Respond to all client inquiries by phone, email, chat, etc. in a timely manner
• Engage in warm and professional conversations with potential clients
• Build rapport, establish trust, and ensure clients feel heard and understood while walking them through the intake assessment
• Effectively communicate the firm’s vision, mission, and core values to potential clients
• Set up new client case files in CSM
• Confirm receipt of all relevant documents (i.e., legal documents, medical records, billing records, lien information)
• Maintain accurate and detailed records of all client interactions and information in our database
• Assist with documentation, data analysis, conversion rates, and client referrals
• Responsible for Key Performance Indicators (KPI’s) and subsequent reporting
• Provide accurate and comprehensive information about the client and their case to facilitate efficient case management
• All other duties as assigned  

• Associates degree or higher preferred; high school diploma or equivalent required
• Minimum of two (2) years of customer service experience required 
• Minimum of one (1) year experience in a law firm preferably personal injury preferred
• Bilingual Spanish a plus
• Experience with SmartAdvocate a plus
• Intermediate to advanced knowledge of MS Word, Excel, and Outlook required
• Attention to detail  and ability to multitask while handling a high volume of phone calls
• Must have a passion for customer service and advocating for our clients

• Ability to be an individual contributor to meaningful work
• Professional growth opportunities
• A creative and supportive work environment
• Excellent benefit package including medical, dental, vision, 401k, PTO & paid parental leave

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