Legal Intake Specialist
V
VirtueStaffLegal Services
Panama City, Panama, Panama. Mexico City, Mexico. Bogotá, Bogota, Colombia. Caracas, Capital District, Venezuela, Bolivarian Republic ofContractMiddle
Salary not disclosed
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Job Details
- Languages
- English
Requirements
- Proven experience working as an Intake Coordinator within a law firm
- Experience in Criminal Law is highly preferred, with Personal Injury or other practice areas acceptable
- Advanced, hands-on experience using Clio is highly preferred
- Excellent phone etiquette with a high degree of empathy
- Ability to professionally handle sales leads
- Ability to transform high-level court notes into organized to-do lists and tasks within a case management system
- Comfortable making outbound calls to ensure client compliance with court dates
- Excellent command and communication in English
Responsibilities
- Manage incoming calls, create new intake files in Clio, and perform outbound sales calls to inquiries to schedule attorney consultations
- Update Clio files with detailed notes from every client interaction
- Save documents to electronic files and enter attorney notes from OneNote into Clio following court appearances
- Conduct routine status update calls and remind clients of upcoming court dates and deadlines
- Manage automated reminder texts via Clio
- Delegate calls and requests to Paralegals or Attorneys via email
- Add specific tasks in Clio for legal staff based on file needs
- Maintain a reminder checklist for ALR hearings and note missing items for completion
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