About the Role
Serve as the initial point of contact for potential clients, acting as their advocate throughout the intake process. Share information about firm services, collect documentation, and ensure proper storage of all information. This role offers an incredible opportunity to be part of a team that has a significant impact on people's lives.
Responsibilities
- Extend outstanding customer service to clients.
- Establish and maintain professional relationships with attorneys, colleagues, and management.
- Effectively utilize case management software to create initial case files, schedule meetings, document work, case expenses, and payments, and communicate with firm employees.
- Answer all calls in a timely manner and conduct phone interviews with new and prospective clients.
- Assign Attorneys and legal assistants/paralegals to each case following department procedures.
- Schedule appointments for new clients coordinating calendars for multiple people.
- Meet with new and prospective clients in the company office for continued fact gathering.
- Generate initial documents for both client and attorney.
- Coordinate out-of-office appointments as necessary with couriers.
- Monitor the department email for Internet requests for assistance and follow up on them in a timely manner.
- Follow up on all calls to the overnight service before 10:30 AM.
- Photocopy, telefax, email, mail, and scan items associated with clients’ cases.
- Assist attorneys with drafting correspondence and documents using firm templates.
- Assist attorneys with assembling enclosures.
- Assist attorneys with requesting police accident reports.
- Assist attorneys with requesting medical records.
- Prepare the physical case file to be transferred to assigned attorney and legal assistant/paralegal.
- Provide support for multiple attorneys and legal assistant/paralegals in a professional manner.
- Attend and actively participate in trainings for continued growth and development.
- Participate in special projects as assigned by management.
- Participate in firm meetings as necessary.
- Perform other duties as assigned.
Requirements
- Proven experience working in customer service.
- Excellent communication and organizational skills.
- Highly detail-oriented.
- Ability to thrive in a fast-paced environment.
- Demonstrated problem-solving and excellent decision-making abilities.
Skills
- Communication skills
- Organizational skills
- Customer service
- Detail-oriented
- Problem-solving
- Decision-making
Location
- Hybrid
Work Type
- Hybrid
- Full-time
About the Company
- Known for our comprehensive and personalized service, this is an incredible opportunity to be part of a team that has a significant impact on people’s lives.
- William Mattar, P.C.
