CEO LAWYER

Bilingual

• Review emails and chats for new leads, file setups, audits, and requested needs
• Organize contracts, termination letters, photos, and other documents on Dropbox
• Answer inbound calls from clients and leads
• Transfer calls to the appropriate team member
• Set up Filevine projects for new clients and requested tools
• Record comments, observations, and updates
• Review and register new contracts in Filevine
• Follow up on assigned leads and maintain lead quality
• Answer potential clients, ask probing questions, complete sign-in, or escalate calls
• Complete new-client intake and transfer cases to the Pre-Litigation department
• Send submission emails to the Pre-Litigation department
• Complete clinic referrals based on client location
• Participate in stand-up, daily, weekly, and monthly meetings
• Close contracts

Intake Specialist, Bilingual English-Arabic