Client Intake and Team Support Specialist
Client Intake and Team Support Specialist
Overview of the role
The Client Intake and Team Support Specialist is responsible for gathering and documenting detailed, case-specific information about potential cases from our legal clients. This includes the initial screening, explaining the services of the firm, addressing initial inquiries and needs of the client, collection of all relevant data, scheduling the Intake consultation, and preparing the fee agreements and other initial documentation.
Other key duties include acting as an initial point of contact for clients, office coverage, as well as other administrative duties. In summary, the Client Intake and Team Support Specialist assists the firm and client by collecting high level and detailed information that is provided to legal counsel for further review.
How you would contribute to our team?
- Answer initial telephone calls from prospective clients
- Obtain accurate demographic information from the client
- Update all prospects’ information into the firm’s systems – properly record all data pertaining to each client
- Explain to prospect about the firm’s extensive experience and why the prospect should retain Swier Law Firm
- Schedule a suitable time for an Intake consultation meeting, or preliminary screening call with a lawyer as needed and requested
- Ensure all required information is obtained from the potential client for a lawyer to adequately assess the case
- Provide lawyer with all relevant information for the meeting
- Assist with office coverage
- Be available to assist the team with ongoing client communications to ensure smooth transition to next phase of firm process
- Other duties as assigned
What we are looking for
Technical Competencies:
- Strong computer skills, including use of Microsoft Office
- Strong telephone experience
- Excellent verbal/written communication skills, grammar, and spelling
Behavior Competencies:
- Must be aligned with the firm’s core purpose, values and goals
- Ability to demonstrate empathy in dealing with clients
- Positive, cheerful and helpful attitude
- Exceptional attention to detail
- Proactive in thinking with a resourceful work ethic
- Ability to build strong relationships internally
- Strong organization and planning skills
- Ability to handle conflict and de-escalate situations
- Ability to handle high conflict situations with respect
- Works efficiently and with integrity under pressure
- Exceptional time management skills
- High level of professionalism, confidentiality and discretion
- Enthusiastic about office culture
- Ability to thrive in a fast-paced work environment
- Ability to work with a diverse group of people successfully
- Knowledge of the firm
Physical Competencies:
- This position requires sitting, standing and walking throughout the day, including filing
- This position requires the use of a computer throughout the day
Minimum Education and/or Experience:
- High School Diploma
- Prior experience in client service
- Excellent telephone etiquette
- Fluent in verbal/written English language
Anything else you might need to know:
Please submit a resume and cover letter that includes why you think this is the role for you to apply. Please note that a final step in our hiring process is personal reference calls with former managers and others we may choose.
We wish to thank all qualified applicants for their interest in joining our winning team, however, only successful candidates will be contacted. Please email the firm’s Executive Director, Sara Travis, with any questions. No phone calls please.