Attorney

• Collaborate with team members to ensure a seamless client experience from initial contact through onboarding and ongoing support
• Maintain accurate records and documentation across client accounts and internal systems
• Maintain a professional, empathetic, and solution-focused approach during client interactions
• Track communications and ensure timely follow-through on client inquiries
• Provide ongoing client follow-up regarding required documents and next steps
• Update and manage client information within the case management system
• Create and maintain client records in IRS Logics
• Deliver exceptional client service while maintaining confidentiality and accuracy
• Schedule appointments and coordinate calendars
• Support virtual assistants with administrative and client service tasks
• Coordinate electronic signature requests and completion
• Collect client documentation and required signed forms
• Return missed calls and voicemail messages on the same business day
• Schedule same-day callbacks when the salesperson is unavailable
• Qualify incoming leads and transfer qualified prospects to the salesperson
• Conduct welcome calls for newly onboarded clients
• Serve as the first point of contact for prospective and existing clients
• Answer and manage incoming calls through Dialpad

Explore Legal Receptionist – Client Relations at Job Duck. Review requirements and application details.

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