Overview
This organization is seeking a full-time Legal Intake Coordinator to join its legal team. The Intake Coordinator supports the client onboarding process by handling a high volume of inbound communications, including phone calls. The role involves working flexible hours on evenings and weekends from 5pm – 11pm.
Position type: Full-time, remote
Location: Candidates must currently reside in North Carolina
Responsibilities
- Respond to client inquiries by phone, email, chat, and other channels in a timely manner
- Engage potential clients in warm, professional conversations
- Build rapport and establish trust while guiding clients through the intake assessment
- Communicate the firm’s vision, mission, and core values to potential clients
- Set up new client case files in CSM
- Confirm receipt of relevant documents, including legal documents, medical records, billing records, and lien information
- Maintain accurate and detailed records of client interactions and information in the organization’s database
- Assist with documentation, data analysis, conversion rates, and client referrals
- Track Key Performance Indicators (KPI’s) and complete subsequent reporting
- Provide accurate and comprehensive information about clients and their cases to support efficient case management
- Perform other duties as assigned
Requirements
- High school diploma or equivalent required; Associate’s degree or higher preferred
- Minimum 2 (two) years of customer service experience required
- Minimum 1 (one) year of law firm experience required (preferably personal injury)
- Attention to detail and ability to multitask while handling a high volume of phone calls
- Strong customer service focus and a commitment to advocating for clients
- Intermediate to advanced knowledge of MS Word, Excel, and Outlook required
Preferred Qualifications
- Bilingual Spanish
- Experience with SmartAdvocate
Compensation & Benefits
- Full-time hourly position starting at $19/hour, depending on experience
- Benefits include medical, dental, vision, 401k, PTO & paid parental leave
Location
Remote. Candidates must currently reside in North Carolina
Notes
No recruiter emails or phone calls please.