Client onboarding - sending templated welcome packages and intake forms;
Obtaining client information - ensuring intake forms are timely completed and returned by clients; obtaining information from the client as requested by the case manager or attorney;
Client updates - providing client with updates with their case as directed by the case manager or attorney;
Ongoing support - Answering questions, addressing concerns, and providing updates on case progress.
Relationship management: Maintaining communication with clients throughout their engagement with the firm
Administrative and Operational Support:
Scheduling: Managing attorney and client calendars, ensuring availability and organization.
Record keeping: Ensuring all client information is directed to the file clerk and case manager to maintain accurate client files and records.
Coordination: Collaborating with other team members (e.g., intake specialist, billing, case manager, and attorney) to ensure smooth workflows and meet client needs.
Follow-up: Ensuring clients are contacted before and after consultations or meetings and hearings.
Requirements
Excellent English phone communication skills and professional demeanor
Strong written communication abilities for email and messaging platforms (including WhatsApp)
Exceptional organizational skills and attention to detail
Ability to maintain confidentiality and handle sensitive information appropriately
Proven customer service experience with a focus on relationship building
Proficiency with basic office software and scheduling tools
Preferred Qualifications
Legal industry experience (not required - training will be provided)
Experience in a professional services environment
Knowledge of client relationship management systems