Legal Intake & Client Coordinator

Posted 3 days ago

Worldwide

Summary

Legal Intake & Client Coordinator – Family & Criminal Defense We are looking for an experienced Legal Intake & Client Coordinator to assist our growing law firm with Family Law and Criminal Defense matters. We are looking for someone who is highly organized, professional, responsive, and comfortable communicating directly with prospective and existing clients. The ideal candidate should have prior law firm experience and hands-on experience using MyCase. Responsibilities Answer incoming consultation calls and professionally communicate with prospective clients Screen potential clients and gather information about their legal matter Determine whether prospective cases are appropriate for the firm Schedule consultations and follow up with leads Manage the firm's calendar and ensure appointments, deadlines, and hearings are properly scheduled Schedule phone consultations, client meetings, attorney appointments, and court hearings Coordinate scheduling between attorneys, clients, opposing counsel, courts, and other parties when necessary Monitor the calendar for scheduling conflicts and bring important deadlines and upcoming hearings to the attorney's attention Send appointment and hearing reminders to clients Follow up with existing clients regarding case information, documents, appointments, hearings, and payments Assist with administrative tasks related to Family Law and Criminal Defense cases Maintain accurate client and case information in MyCase Use MyCase for client communication, case management, billing, invoicing, and administrative tasks Create and send client invoices Prepare and send monthly client bills Submit appropriate bills/invoices to insurance companies when applicable Monitor outstanding balances and follow up with clients regarding unpaid invoices Assist with payment arrangements and billing questions Maintain organized client records and case notes Communicate professionally with clients by phone, email, and text Perform other administrative and client-support tasks as needed Required Qualifications Previous experience working in a law firm is required Experience with MyCase is strongly preferred Experience with legal intake, client screening, or legal reception is preferred Experience with legal billing and invoicing Experience managing an attorney's calendar and scheduling appointments and hearings Excellent English communication skills, both written and verbal Clear, professional, and confident telephone communication Strong attention to detail and excellent organizational skills Ability to communicate professionally with clients who may be dealing with stressful legal situations Ability to multitask and prioritize responsibilities Comfortable discussing billing, invoices, and payments with clients Reliable, responsive, and able to work independently Strong computer and technology skills Preferred Experience Experience in Family Law and/or Criminal Defense is a major plus. Experience with MyCase billing and invoicing and legal calendar management will be given strong preference. Who We Are Looking For The right person will be more than someone who simply answers phones. We are looking for someone who can take ownership of the intake process, communicate effectively with clients, stay on top of follow-ups, manage the firm's calendar, and keep billing and administrative tasks organized. You should be comfortable speaking with potential clients, asking the right questions, documenting information accurately, scheduling appointments and hearings, and representing the firm professionally. Please only apply if you have previous law firm experience and are comfortable communicating with clients in professional English. To Apply Please include the following in your Upwork proposal: Your previous law firm experience Your experience with MyCase, including whether you have used MyCase for billing/invoicing Your experience with legal intake and screening potential clients Your experience with legal billing and collections/follow-up Your experience managing an attorney's calendar and scheduling consultations, appointments, and court hearings The types of law firms or practice areas you have worked with Your availability and preferred working hours Your hourly rate

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $7.00

    -

    $9.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Legal Consulting
Legal Writing
Nice-to-have skills
Corporate Law
Contract Law
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:yesterday
  • Hires:
    1
  • Interviewing:
    2
  • Invites sent:
    7
  • Unanswered invites:
    4
About the client
Member since Sep 5, 2024
  • USA
    Longwood11:27 PM
  • $14K total spent
    4 hires, 0 active
  • 1,467 hours

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