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About the role
Key responsibilities & impact- Upload, label, and organize documents within the appropriate digital folders
- Maintain accurate and orderly folders in the organization’s internal system
- Conduct follow-up calls with existing clients when needed
- Send invoices and payment information to clients
- Support consultation payment collection through LawPay when assigned
- Communicate with patience and compassion when assisting individuals experiencing difficult circumstances
- Route prospective new clients to the appropriate intake team member
- Provide general administrative support to the team
- Protect confidential client and case information
- Serve as the initial point of contact for incoming callers
- Escalate documents, questions, and client matters to the appropriate team member
- Answer calls professionally and gather relevant background information
- Request and receive documentation from prospective and existing clients
- Explain which documents callers need to provide
- Ask initial screening questions regarding the caller’s location and type of case
Requirements
What you’ll need- Full time availability during Eastern Time business hours is required
- Schedule is 8:00 a.m. to 5:00 p.m. Eastern Time
- English fluency and strong verbal communication skills are required
- Comfort handling approximately 16 to 30 calls per day is required
- Ability to learn and follow the organization’s internal folder management system is required
- Experience answering professional phone calls is preferred but not required
- Legal experience is not required
- Experience with Grasshopper, LawPay, and Dropbox is preferred
- This role does not include email or calendar management
Benefits
Comp & perks- Remote job opportunity
- Great Place to Work Certification environment
