San Francisco family law firm is seeking an engaging, client-focused Intake Coordinator to join our team. Our firm is known for high quality legal work, excellent client service, and a friendly and supportive workplace.
The Intake Coordinator is the first point of contact for our clients. Excellent interpersonal and verbal communication skills and a friendly, professional demeanor are essential. Top candidates will have at least one year of law firm or related administrative support experience and demonstrated time-management and organizational skills. We are looking for an individual who is dependable, a team player, and comfortable with working independently.
The position can be remote, but only for a candidate who is able to work our normal business hours of 8:30 am to 5:00 pm Pacific Time. A quiet, professional environment from which to work remotely and reliable internet is also required for this position. Responsibilities include:
Conduct intake calls with prospective clients. We have found that successful intake coordinators are professional, empathetic, and warm while also knowledgeable on the services the firm provides and answering questions that will help a potential client know if our firm is the right fit. This role is critical to show potential clients how great our firm is!
Screen prospective clients using the firm’s intake questionnaire; manage scheduling for eight or more attorneys to connect strategy meetings with potential clients by phone, video, and/or in person; follow up with clients to confirm appointments.
Prepare fee agreements for new clients; send fee agreements to clients; route signed agreements to the accounting team to arrange for payments.
Answer our multi-line phone system and accurately direct calls.
Maintain client electronic files; follow firm procedures to properly file scanned documents sent by the firm’s attorneys.
Provide occasional administrative, scheduling, and personal assistance.
Requirements
Minimum 1 year of law firm or related administrative experience. More experienced candidates are welcome to apply.
Quiet, professional environment in which to work remotely.
Maintain reliable, high-speed internet service.
Ability to handle confidential matters with sensitivity and discretion.
Excellent interpersonal, verbal and written communication skills.
Tech savvy and proficient in Microsoft Office, Adobe Acrobat, Dropbox, Zoom, RingCentral.
Familiarity with Clio is a plus.
Our firm offers a friendly, professional, and comfortable work environment, competitive compensation, and benefits (health insurance, vision, dental, 401k). This position has a 14-day vacation allotment and sick time can be accrued up to 72 hours. If you are looking for an opportunity to thrive in a dynamic environment and this position sounds like a great fit for your skills, please email YOUR COMPENSATION REQUIREMENTS, COVER LETTER AND RESUME IN PDF FORM.
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