Client Intake Specialist
CurrentServe as point of contact for potential clients throughout the intake process.Manage large amounts of inbound and outbound calls in a timely manner.Clear, concise, and accurate written and verbal communication.Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner.Prepare Fee Agreements for Criminal and Domestic Relations cases.Research cases in different courts across Ohio; prepare packets to present to attorney so he/she could decide how he/she could assist client with case and obtain quote for Retainer Fee.Schedule qualified leads for initial consultations and request the appropriate documents from qualified leads.Onboard new clients by filling out necessary paperwork and putting together initial case files. Prepare Fee Agreements in Box and send to clients for electronic signature (DocuSign).Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information.Organize paperwork and perform data entry in firm’s case management system (Smokeball, Lead Docket) to streamline new client onboarding and current client files.Ensure that all Hearing/Trial Notices are in firm calendar. Constantly review calendar to avoid any overlapping of hearing, trials, travel time etc.Perform miscellaneous clerical tasks as needed.