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Legal Intake Specialist
Kansas City, Missouri

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CATEGORY:Legal Support

DESCRIPTION:
LEGAL INTAKE SPECIALIST

8 TO 5 M/F

RESPONSILBILITIES:

Be the first point of contact for the business
Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
Qualify and screen leads for type of law and potential case score
Schedule qualified leads for initial consultations
Ensure all leads are properly directed through the intake process
Prepare fee agreements and follow up to ensure all prospects sign the agreements
Request appropriate documents from qualified leads
Stay in contact with qualified leads who need to provide documentation
Update the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics
Respond to incoming phone calls and emails and make sure the right people receive all important information
Manage incoming and outgoing mail and handle deliveries
Provide administrative support to other team members with data entry, paperwork, photocopying, etc. when needed
Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information
Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
Assists all staff and performs general office tasks as requested
Performs some Legal Assistant duties as a backup when requested

QUALIFICATIONS:

Excellent interpersonal skills, organizational skills, customer service skills, and verbal communication skills
Must be highly proficient in MS Office applications: Word, Excel, Adobe Acrobat, Outlook, and PowerPoint
At least one year of legal experience preferred
Prior customer service experience preferred
Education and/or work experience equivalent to an Associate or Bachelor's degree preferred
Experience with a CRM, particularly data tracking and reporting, is highly preferred
High attention to detail and accuracy of work with excellent verbal and written communication skills
Demonstrated ability to be motivated, work professionally and confidentially

For immediate consideration: please email your resume to janine.bedora@spencerreedgroup.com

SRG/EOE
Direct Hire Opportunities

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Job Contact:

Janine Bedora
Janine.Bedora@spencerreedgroup.com
913-327-2860

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