Clients and Cases Coordinator

15 hours ago

Manila, National Capital Region, Philippines beBeeCoordinator Full time ₱8,320 - ₱12,480

Job Title: Clients and Cases Coordinator

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This role requires an organized and empathetic individual to manage the intake process from initial inquiry to case assignment. The ideal candidate will be responsible for collecting essential information, assessing suitability, and coordinating closely with legal staff to ensure accurate case initiation.

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  • The successful candidate will have excellent interpersonal and communication skills, a background in legal or administrative support, and experience in client-facing roles.

  • They will be able to maintain confidentiality, handle multiple client interactions in a remote setting, and work effectively as part of a team.

  • A Bachelor's degree or equivalent experience is required, along with 2+ years of experience in a legal support or client intake-related position.

  • Strong oral and written communication skills in English are essential, as well as familiarity with U.S. legal terminology and procedures.

  • The ideal candidate will be proficient in using legal practice management software and Google Workspace/Microsoft Office.

Key Responsibilities:

  • Serve as the primary point of contact for potential new clients via phone, email, and online platforms.

  • Conduct thorough intake interviews via telephone to gather critical information regarding potential legal matters.

  • Prepare written detailed summaries of intake interviews and follow up with potential new clients regarding any documents requested for review.

  • Assess initial eligibility and legal matter suitability in coordination with supervising attorneys and communicate clearly and compassionately with potential new clients.

  • Schedule follow-up calls between potential new clients and attorneys at our firm where needed and follow up on incomplete intakes and provide timely updates to firm attorneys and to potential new clients on their intake status.

  • Prepare draft emails/letters declining representation and possibly referring to other attorneys upon instruction from attorneys at our firm.

  • Utilize firm's case management platform to accurately input all necessary data to open new matters and track all potential client inquires, referred cases and declined cases.

  • Draft fee agreements and related documents for attorney review for clients the firm has agreed to represent and follow up with potential clients if they do not provide signed fee agreements and related documents.

Benefits:

  • This role offers the opportunity to work in a fast-paced remote environment with minimal supervision and the ability to make a real impact in the lives of our clients.

  • The ideal candidate will receive comprehensive training and ongoing support to ensure their success in this role.

  • We offer a competitive salary and benefits package, including opportunities for professional growth and development.

What We Offer:

  • A dynamic and supportive work environment that values teamwork and collaboration.

  • Ongoing training and development opportunities to enhance your skills and knowledge.

  • A competitive salary and benefits package, including opportunities for professional growth and development.

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