Description

Responsibilities:

• Utilize Clio and other designated software platforms to manage client intake processes according to established Standard Operating Procedures (SOPs).

• Respond promptly to client inquiries received via intake forms, phone calls, or in-person meetings.

• Monitor and manage the client pipeline to ensure timely follow-ups and communication.

• Maintain communication with clients and prospects, providing updates and information as needed.

• Respond to client emails and phone calls within a 24-hour timeframe.

• Assist in managing the email inbox, handling a high volume of communications efficiently and accurately.

  Requirements

Skills and Qualifications:

• 2+ years of legal support/client intake experience

• Ability to prioritize tasks and manage a high volume of client interactions effectively.

• Excellent written and verbal communication skills, with a professional and courteous demeanor.

• Proficiency in using software such as Clio and Slack; ability to adapt to new technologies and workflows.

• Capable of working independently and taking initiative without constant supervision.

• Ability to maintain accuracy and thoroughness in client interactions and data entry.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .