Overview
Client Intake Specialist Jobs in Fort Mill, SC at David W. Martin Law Group
Job Overview
We are seeking a dynamic and detail-oriented Client Intake Specialist to join our legal support team. In this vital role, you will be the first point of contact for prospective clients, ensuring a seamless and professional intake process that sets the tone for exceptional client service. Your energetic approach and strong organizational skills will help gather essential information, assess client needs, and coordinate with legal professionals to facilitate efficient case management. This paid position offers an exciting opportunity to contribute to a fast-paced legal environment while honing your skills in various areas of law and administrative support.
Common Duties and Responsibilities
- Answer incoming phone calls, emails, website inquiries, and text messages.
- Respond to prospective clients in a professional and empathetic manner.
- Gather basic information about the client’s legal issue.
- Explain the firm’s consultation process, fees, and scheduling procedures.
- Follow up with leads who have not yet scheduled consultations.
- Manage and maintain accurate client records using document management systems such as Clio Grow and Clio Manage
- Handle confidential client information with integrity, adhering to privacy policies and procedures
- Provide exceptional client communication through phone etiquette and email correspondence
- Enter client information into the firm’s case management system.
- Create and maintain accurate intake records.
- Ensure all required forms and questionnaires are completed.
Qualifications
- Excellent verbal and written communication
- Strong active listening and empathy
- Customer service experience
- Organization and attention to detail
- Ability to handle sensitive and confidential information
- Time management and multitasking
- Effective communication skills for client interaction and team collaboration
- Experience supporting legal projects from initiation through completion with a focus on accuracy and efficiency
- Ability to multitask in a fast-paced environment while maintaining professionalism and a positive attitude
Minimum Requirements:
- 2+ years of experience in an office or administrative setting, with a strong background in customer service.
- Demonstrate ability to communicate professionally and effectively with clients, customers, and colleagues.
- Experience managing multiple tasks, prioritize responisbilities, and maintaining a professional office environment.
Join us to be part of a vibrant team dedicated to delivering outstanding legal support! We value energetic professionals who thrive on helping others while advancing their careers in a collaborative setting. This paid role is an excellent stepping stone for those passionate about the legal field seeking meaningful work that makes a difference.
David W. Martin Law Group is an equal opportunity employer and is firmly committed to supporting and celebrating all forms of diversity. David W. Martin Law Group does not discriminate on the basis of race, color, gender, sex, sexual orientation, gender identity or expression, religion, age, national origin, disability, political beliefs, veteran status, genetic information or any characteristic protected by law in the firm’s employment and hiring policies.
Pay: $17.00 – $23.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Title: Client Intake Specialist
Company: David W. Martin Law Group
Location: Fort Mill, SC
Category:
