Client Intake


Evaluate prospective client inquiries and phone calls, analyze their case and make sure client feel seen and heard.


  • Category: Business
  • Duration: 00:45 Hours
  • Location:Zoom Link

Price:$50

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Description

  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
  • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases.
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.