Intake Specialist

Company: CAVA Law, LLC
Location: Miami
Posted on: January 22, 2025

Job Description:

Our law practice is seeking a full-time legal intake assistant to join our team! You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you flourish in your role on our legal team; however, prior foundational experience is preferred in areas of customer service, call management, and administrative assistance.

Responsibilities:

--- Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
--- Manage attorney schedules, including prospective client consultations, to foster caseload growth
--- Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
--- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
--- Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
--- Manage the intersection between New Client Intake and Conversion to Case Matter, ensuring that all documents are completed and signed, the proper folders are created, and the proper tasks are assigned to each department.

Qualifications:

--- Strong ability to communicate eloquently and empathetically a must
--- Previous legal experience a plus
--- Previous experience with CRM and case management software desired
--- Proficiency with Microsoft Office products, especially Microsoft Excel
--- High school diploma or equivalent needed, while a Bachelor's degree is desired


About Company:
CAVA Law is a boutique firm in Coral Gables, FL. Started in 2017 by its founding partners, it has steadily grown to represent clients throughout the state of Florida. Focusing on financial matters, attorneys at CAVA Law assist their clients, both individual and corporate, within bankruptcy, outside of bankruptcy, and in commercial litigation cases. From its inception, the Firm has held steadfast to its workplace ethos of teamwork, work-life balance, and community.

Keywords: CAVA Law, LLC, Wellington , Intake Specialist, Other , Miami, Florida