- Serve as the first point of contact for prospective clients
- Listen with empathy while gathering detailed information about accidents, injuries, insurance coverage, and liability
- Evaluate and document potential claims accurately in case management and lead tracking systems
- Schedule consultations and maintain organized attorney calendars
- Guide clients through the onboarding process, including intake forms, documentation requests, and case setup
- Follow up with potential and existing clients to ensure a smooth and responsive experience
- Maintain accurate, confidential client records in compliance with firm policies and legal standards
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