This position is responsible for managing the client intake and assessment process while providing essential support to attorneys, and staff by helping with related matters. Key responsibilities include conducting initial interviews, gathering necessary documentation and determining the appropriate level of care. This role requires strong relationship building skills, maintaining effective communication with both internal and external clients throughout the onboarding process.
Qualifications
- Associate's or Bachelor's degree (preferred).
- Previous experience in a law firm or professional services customer service role.
- Basic understanding of legal terminology or processes (preferred).
- Strong verbal and written communication, with active listening abilities.
- Proficient in Microsoft Office Suite and case management software.
- Strong organizational and multitasking abilities.
- High level of accuracy in information gathering and documentation.
- Ability to handle sensitive information with discretion and professionalism.
- Strong decision-making and problem-solving skills.
- Ability to manage time effectively and prioritize tasks.
