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Client Intake Specialist

Company: Neeley Law
Location: Tempe
Posted on: June 19, 2022

Job Description:

Neeley Law is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you flourish in your role on a friendly and dynamic legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!


Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload


Previous legal experience a plus
Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
Strong computer and data entry skills
Possesses outstanding communication skills and sense of empathy
Previous experience with CRM and case management software desired

About Company:
Neeley Law is Arizona's premier consumer bankruptcy firm. We are changing the way people feel about hiring an attorney by delighting our clients with exceptional legal services, unparalleled empathy, and tools to empower them to rebuild their financial lives and prosper in the future.

Keywords: Neeley Law, Tempe , Client Intake Specialist, Other , Tempe, Arizona

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