What are the responsibilities and job description for the Intake Coordinator position at Berlin Patten Ebling, PLLC?
About Berlin Patten Ebling, PLLC
Welcome to Berlin Patten Ebling, an established and award-winning law firm recognized for breaking new ground in the legal field. Here, our focus extends beyond traditional legal services; we aim to set higher standards and redefine what excellence means in our industry. We combine the agility and innovation of a tech startup with the commitment to inclusivity and diverse perspectives.
Berlin Patten Ebling fosters an environment for those with a creative approach to legal issues. We pledge to provide outstanding real estate legal services within a workplace culture emphasizing collaboration and open dialogue. Imagine a setting that's more of a collective brain trust than a conventional law office, where each person's input is valued and drives our progress.
Your role here goes well beyond a typical job description. You are an integral member of a team that prioritizes your personal well-being and job satisfaction alongside your professional growth. We excel thanks to your unique skills and viewpoints, and we view each success as a shared achievement.
Are you prepared to be part of a firm at the forefront of the legal sector? A place where you can genuinely look forward to Mondays and where your career is not just a job but a journey to make a meaningful difference? We believe you are.
Job Duties:
- Taking all Potential New Client (PNC) calls as soon as possible
- Getting all important data at first contact with PNCs
- Contacting the Attorneys about whether we can accept a PNC’s case or not in a timely manner
- Following up with PNCs to help them sign up for our services
- Send all appropriate documentation needed for New Client onboarding
- Supervise 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
- Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
- Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Requirements:
- Previous legal experience a plus
- Sales or customer service experience is highly valued
- Full familiarity with the Microsoft Office, with advanced Excel proficiency
- Firm knowledge of spreadsheet and data management, as well as computer skills
- Familiarity with case management and CRM systems, a bonus
Why Join BPE?
- Focus on Quality over Quantity: BPE has no billable hour requirement.
- Energizing Work Culture: At Berlin Patten Ebling, we celebrate our successes together.
- Employee Engagement: Be a part of our employee engagement committee, which encourages all employees to contribute.
- Team Bonding Events: We regularly organize events that foster collaboration and a strong team spirit.
- Firm Trip: We offer an all-expenses-paid annual company trip after one year, creating unforgettable memories.
- Day-to-Day Perks: Various snacks and drinks are always available, including end-of-month lunch, employee appreciation, and more.
Community Involvement: Be a part of our community initiatives and contribute to making a positive impact
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