- Handle inbound calls, web inquiries, and referrals across family law, probate, estate, and trust matters.
- Ask probing questions to identify issues and document them for attorneys.
- Qualify matters against intake criteria and route them to the appropriate attorney.
- Schedule consultations and confirm attendance.
- Follow up with prospective clients who have not yet decided.
- Track all interactions in the case management system.
- Build intake scripts, referral materials, and follow-up sequences.
- Route substantive legal questions to attorneys.
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