Searcy Denney Scarola Barnhart & Shipley, PA · 2 weeks ago
INTAKE COORDINATOR
Searcy Denney Scarola Barnhart & Shipley, PA is seeking a service-oriented Client Case Coordinator Assistant who is empathetic and detail-oriented. The role involves managing incoming communications from potential clients, preparing intake paperwork, and ensuring accurate documentation within the case management system.
Law Practice
Responsibilities
Handle all incoming phone calls from potential clients, referral sources and other teams in the firm involving new potential cases
Contact all potential incoming clients via the firm’s website, email and US mail
Meet with all potential client walk-ins
Follow up with potential clients to schedule appointments/consultations
Prepare the potential client’s intake paperwork and input the information in our case management system
Ensure that every potential client and referral sources is accurately documented in our case management system in a timely fashion
Accurately transcribe intake memos
Accurately open new cases in a timely fashion
Ensure the Intake Coordinators, Paralegals and Attorneys have established contact with the potential client
Proofread documents and prepare correspondence
Conduct internet research, as needed
Other duties as assigned
Qualification
Required
service-oriented
empathetic
detail-oriented
excellent listening skills
proficient in both English and Spanish