Demo

Legal Intake Specialist

Cohen & Cohen Personal Injury Lawyers, P.C.
New York, NY Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/26/2025

Job Description

Job Description

Our law office is growing fast and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today! Compensation :

60,000 - $70,000 yearly

Responsibilities :

  • 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
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
  • Follow up with existing clients to build stronger relationships, trust, and loyalty
  • Identify potential legal issues and escalate them to the appropriate attorneys or legal professionals
  • Follow up with clients to collect missing information, schedule appointments, or provide updates as necessary
  • Assist in managing and organizing the intake department's administrative tasks

Qualifications :

  • Previous experience with CRM and case management software desired
  • Previous customer service or sales experience preferred
  • Previous legal experience highly valued
  • High school diploma or equivalent needed, while a Bachelor’s degree is desired
  • Strong ability to communicate eloquently and empathetically a must
  • Medical Experience Preferred
  • Bilingual proficiency is a plus
  • Call center : 1 year (Preferred)
  • Bachelor's Degree Preferred
  • Personal Injury Intake Experience Required
  • Filevine and Lead Docket Experience Preferred
  • About Company

    As part of a performance-based culture, you will work alongside a team of engaged like-minded compassionate professionals. Essentially, you would support a collegian team of legal experts, dedicated to fighting hard and winning big for clients. Join our aggressive and successful personal injury law firm in a pivotal role in driving operational excellence and shaping the firm's growth. If you thrive in a challenging and fast-paced environment and possess the skills and experience outlined above, we look forward to receiving your application.

    We take care of our team at Cohen & Cohen with a competitive benefits package that includes but is not limited to : Medical Insurance, 401(k), Paid Vacation Time, etc.

    We are an equal-opportunity employer and welcome applicants from all backgrounds.

    Salary : $60,000 - $70,000

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