LEGAL INTAKE SPECIALIST - (UT-087)

Officepartners360


Barranquilla, Colombia | Posted on 05/06/2025 - Shift Schedule 8:15 - 7:30 EST - Mon - Sun - Country Colombia Job Description The legal intake specialist receives and qualifies new and prospective clients for The Firm. Responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. Responsibilities - Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they fit within the firm’s - Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload - Monitor new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently - Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency Requirements - High school diploma or equivalent required; - Previous customer service or sales experience preferred - Possesses outstanding communication skills and sense of empathy - CRM and case management software experience a plus - Proficiency with Microsoft Office products, especially Microsoft Excel - Solid data entry, spreadsheet management, and computer skills - Ability to maintain confidentiality in a professional manner #J-18808-Ljbffr

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