- Answer potential-client calls through Zoom Phone and respond to online inquiries, collecting case details in LeadDocket.
- Gather facts, injury information, liability, and insurance details to evaluate case viability.
- Communicate with clients by phone, text, email, and Zoom to gather information and follow up.
- Collaborate with attorneys on case acceptance and document call sources in LeadDocket.
- Convert qualified leads into signed clients through clear communication and consistent follow-up.
- Process new-client onboarding, enter data, collect paperwork, and open cases in Filevine.
- Organize digital files, upload documents, maintain confidential records, and prepare accurate documents.
- Schedule appointments and ensure a smooth handoff to the assigned attorney and case manager.
- Work with marketing on outreach strategies and partnerships, and assist with training and intake-process improvements.
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