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Job Summary:

The Intake Coordinator at The Law Office of Jason Carr, PLLC serves as the first point of contact for potential clients seeking specialized legal services. This role combines traditional receptionist duties with client assessment responsibilities, acting as the gateway to our firm's specialized tax law, business law, and estate planning services. The Intake Coordinator plays a crucial role in strengthening the relationship between our team and clients through exceptional communication, organization, and understanding of our services. This position requires flexibility, critical thinking, and the ability to work independently while supporting the firm's business development initiatives.

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This position offers the opportunity to make a meaningful difference in clients' lives by connecting them with the legal services they need while developing valuable skills in a professional law firm environment.

Responsibilities:

Client Intake and Assessment

Serve as the first point of contact for all inbound calls and office visitors

Conduct initial screening conversations to determine if potential clients are a good fit for our services

Gather and document essential information about potential clients' legal situation

Identify urgent legal matters that require immediate attention

Schedule initial consultations with our client development team based on case @type and urgency

Follow up with potential clients to confirm appointments and ensure required documentation is prepared

Office Operations

Manage daily office operations including appointment scheduling and calendar management

Process client payments

Open mail and scan mail into document management system

Arrange receipt of mail and hand delivered documents from satellite offices

Maintain organized client files and ensure all intake documentation is properly stored

Manage, organize and order office supplies

Coordinate with service providers for office maintenance needs

Ensure office space is professional and welcoming at all times

Client Relationship Management

Build authentic, one-on-one relationships with clients beginning with their initial contact

Provide timely responses to client inquiries and route complex questions to appropriate team members

Keep clients informed about their case status and next steps

Recognize and appropriately respond to clients experiencing legal-related stress

Maintain confidentiality and professionalism in all client interactions

Alert attorney and client support team of significant client life events that may impact their legal situation

Business Development Support

Update prospect and client data records in the firm's CRM system

Assist with executing direct mail and gift programs

Make follow-up calls to set or confirm appointments

Support attorney and client support team in deepening existing client relationships

Prepare client materials for scheduled appointments

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Job Requirements:

Qualifications

Bachelor's degree required

Minimum of 1 year of experience in a receptionist, customer service, sales, and/or administrative role

Experience in a legal, financial, or professional services environment preferred

Proficiency with offic

The Law Office of Jason Carr, PLLC

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Intake Coordinator