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    Legal Intake Specialist - Woodbridge, United States - Law Office of Abhisha Parikh

    Law Office of Abhisha Parikh
    Law Office of Abhisha Parikh Woodbridge, United States

    2 weeks ago

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    Description

    Our law office is searching for a full-time intake specialist to help us succeed You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings.

    If the thought of coming to work every day and making a positive impact on the clients' lives excites you, start your application todayResponsibilities

    Record and Manage Client Interactions:
    Log all potential new client (PNC) communications, including calls and emails, in our system. Ensure essential contact information such as phone numbers and email addresses are obtained for seamless communication

    Pipeline Management:
    Regularly review and update the Intake Pipeline to ensure all matters are correctly categorized and tagged, maintaining organized client flow

    Data Management:
    Keep records using Excel to track PNC conversions and ensure data integrity and accessibility.

    Client Follow-Up:
    Proactively engage with PNCs to gather comprehensive details

    Document Coordination:
    Ensure all relevant documents and notes from the intake phase are reflected and updated

    Consultation Preparation and Review:
    Screen and assess upcoming consultationsQualifications

    • Fluent in Hindi and/or Gujarati
    • Proficiency with Microsoft Office products, especially Microsoft Excel
    • Sales or customer service experience highly valued
    • Strong computer and data entry skills
    • High school diploma or equivalent needed, while a Bachelor's degree is desired
    • Familiarity with case management and CRM systems a bonus
    • Strong ability to communicate eloquently and empathetically a must
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