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Job Description:
We are seeking a highly organized and proactive Intake Coordinator (IC) to take full ownership of our intake process. This role is critical to ensuring that all prospective new clients (PNCs) are handled efficiently, professionally, and with empathy, while maintaining seamless communication with the Attorney and all stakeholders.
Schedule: 8:30 AM to 5:30 PM M-F CST
Monthly Compensation: 1,142 to 1,220 USD
Responsibilities include, but are not limited to:
Draft and send:
Retainer agreements
Records releases (RR)
Declination letters
Send weekly status reports covering all intake matters.
Treat all PNCs with respect and empathy, maintaining professionalism at all times.
Conduct intake interviews within 24 hours of receiving leads (unless directed otherwise).
Ensure all intake matters are properly tracked and progressing in a timely manner.
Monitor and ensure all lead sources are functioning properly (e.g., website forms, referral portals).
Schedule and coordinate calls between the Attorney and PNCs.
Proactively remind the Attorney to review intake matters when needed.
Keep PNCs informed with regular updates regarding their case status.
Requirements:
Self-managed and directed
· Highly organized
· Mission-driven
· Attention to detail
· Responsive to Attorney and team
· Empathetic
· Social intelligence
· Excellent English
· Skilled in use of technology
o MS Office
o Adobe Acrobat
o Adapts well to different software platforms
· Flexible and open to different assignments
Work Shift:
Languages:
English, SpanishReady to dive in? Apply now and make sure to follow all the instructions!
Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.
