Role Overview & Responsibilities
Be the first point of contact for prospective clients at our law firm.
What you'll do:
• Screen and intake new client inquiries by phone and email
• Capture case details accurately and confidentially
• Schedule consultations and follow up on leads
• Keep the CRM and matter records current
Warm phone manner, excellent written English, and total discretion required. Legal or intake experience preferred.
Required Expertise
Legal Intake
Client Screening
Clio
CRM
Confidentiality
Scheduling
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