Job Description
We are seeking a dedicated intake specialist to join our compassionate team of legal professionals at Paladini Law, A Tax Law Firm.
About the Role
The successful candidate will be responsible for taking client relations to the next level and managing our growing caseload. They will work closely with the marketing team to collaborate on outbound sales tactics and partnerships with other law firms.
Main Responsibilities
* Screen incoming potential client phone calls to ensure the case falls within the scope of the firm, while providing exceptional customer service and empathy.
* Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to maintain operational efficiency.
* Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files.
Requirements
* Outstanding communication skills and a strong sense of empathy.
* Strong computer and data entry skills.
* A high school diploma or GED is required; a Bachelor's degree is highly valued.
* A background in the legal industry is preferred, but not essential.
* Sales or customer service experience is highly valued.
What We Offer
An opportunity to make a tangible difference in clients' lives every day and contribute to the success of our thriving law firm.