What are the responsibilities and job description for the Client Onboarding Specialist - Law Firm position at Lobb & Plewe, LLP?
About Us: We are a reputable business, tax, and estate planning law firm dedicated to providing exceptional legal services to our clients. Our team is committed to excellence, and we are looking for a Client Onboarding Specialist to join our office in Summerlin, Nevada.
Position Overview: The Client Onboarding Specialist will play a crucial role in ensuring a smooth and efficient onboarding process for new clients. This position requires a detail-oriented individual with excellent communication skills and a strong ability to manage multiple tasks. The ideal candidate will be responsible for executing the tasks outlined in our New Client Onboarding Checklist.
Key Responsibilities:
- Gather Client Intake Information: Collect client's personal details and contact information. Send referral source information to Marketing Coordinator.
- Schedule Initial Consultation: Set up meetings to discuss the client's legal needs and assess the case. Work with paralegals and legal secretaries in scheduling and to identify preferred client contact methods.
- Conduct Conflict Checks: Verify if there are any conflicts of interest that may prevent representation.
- Conduct Client Due Diligence: Perform background research to better understand the client's situation and potential legal issues.
- Prepare Retainer Agreements: Draft and review retainer and fee agreements for client signatures.
- Coordinate Billing and Payments: Work with billing manager to manage billing and payment methods.
- Assign Dedicated Attorney: Work with partners to allocate a lawyer and primary paralegal to handle the client's case. Coordinate with supervising attorneys on specific assignments.
- Open New Files: Create new client files in Clio Manage and accurately document all relevant information.
- Obtain Necessary Documents: Request and organize relevant documents such as contracts and estate plans in Clio Manage in the onboarding process.
- Initial Client Follow-Up: Follow outlined steps for initial client follow-up, including adding to the newsletter list if contact is not made.
- Email Client Next Steps: Work with Primary Attorneys and Paralegals to send emails to clients regarding next steps and firm overview, including other areas of practice.
- Schedule Follow-Up Meetings: Arrange follow-up meetings and provide updates as necessary.
- Define Client Expectations: Coordinate with Primary Attorneys and Paralegals to clearly communicate client's responsibilities, expected timelines.
- Obtain Necessary Signatures: Secure signed engagement letters, consent forms, or other legal documentation.
- Introduce Support Staff: Introduce the client to paralegals or other team members assisting in their case.
- Schedule Next Steps: Work with Primary Attorneys and Paralegals to outline future milestones, or critical deadlines.
- Conduct Regular Progress Updates: Maintain open communication and remind Primary Attorneys and Paralegals to provide updates to clients.
Qualifications:
- Previous experience in a legal setting or client onboarding role preferred.
- Strong organizational and multitasking skills.
- Excellent written and verbal communication skills.
- Proficiency in using Clio Manage or similar legal management software.
- Ability to work independently and as part of a team.
- Detail-oriented with a commitment to accuracy.
Benefits:
- Competitive salary
- Health, dental, and vision insurance
- Paid time off and holidays
- Professional development opportunities
How to Apply: Interested candidates should submit their resume and cover letter to Susan Lowrance at lowrance@lp-attorneys.com. Please include "Client Onboarding Specialist Application" in the subject line.
Join our team and contribute to our mission of providing exceptional legal services to our clients. We look forward to hearing from you!
