Legal Intake Specialist

Company: Polaris Law Group, LLC
Location: Saint Charles
Posted on: March 10, 2025

Job Description:

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients' lives every day. If this sounds like a job you'd love, apply now!

Responsibilities:

--- Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
--- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
--- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
--- Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
--- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard


Qualifications:

--- Possesses outstanding communication skills and sense of empathy
--- Familiarity with case management and CRM systems a bonus
--- Solid data entry, spreadsheet management, and computer skills
--- Customer service or sales experience a plus
--- Proficiency with Microsoft Office products, especially Microsoft Excel


About Company:
Polaris Law Group, LLC is a fast-growing law firm that focuses on estate planning, elder law, probate, and estate administration, with offices in St. Charles County and St. Louis County. Our attorneys have been practicing law since 2002. Polaris helps clients plan for their future and protect their families and loved ones. Clients continue to choose to plan with Polaris Law Group because of the client-centric approach to estate planning and continuing commitment to clients.

Keywords: Polaris Law Group, LLC, Saint Charles , Legal Intake Specialist, Legal , Saint Charles, Missouri