010 Job Opening — Seamon Law Offices

We’re hiring!

Want to be part of a great team? Review the opening below for the Client Intake Specialist/Office Administration position. Please send inquiries and resumes to Lorilyn@SeamonLawOffices.com for consideration.

Client Intake Specialist/Office Administrator


Email resume and inquiries to Lorilyn@SeamonLawOffices.com

Required:

  • Good communication skills (telephone, email)
  • Professional appearance
  • Proficient in basic Microsoft applications (Word, Excel)
  • Prioritization skills
  • Likes to learn new things
  • Takes initiative
  • Common sense
  • Likes to work as part of a team

Considered:

  • Familiar with Apple products (Office uses iMacs and iPad)
  • Familiar with Clio and Lexicata software
  • Writing skills
  • Marketing/Social Media skills
  • Management Skills
  • Experience in law office and/or estate planning

Responsibilities may include, but are not limited to:

General Office Duties

  • Maintain Office Organization and Cleanliness
  • Assist with updating and coordinating Google calendar
  • Send/Receive Mail
  • Keep record of every phone call, letter, conference, etc. in client database
    • Organize according to company needs
    • Update accordingly with new client information
  • Perform any necessary business tasks: make copies, scan, etc.
  • Greet clients as needed in a friendly, professional manner
  • Other duties as assigned
  • Make reminder calls for upcoming appointments

Intake Specialist Duties

  • As calls come in for 1st appointments, send out intake packets to prospective clients.
  • Include: intake, directions, self-addressed, stamped envelope or send via e-mail
  • Ensure all client contact information properly entered in Lexicata
    • Move clients along the intake pipeline
    • Review Intake Sent/Intake Received category once a week and move Unretained consultations from that week to Unretained at Consult once a wee
    • Send Unretained email/Letter to clients in Unretained at Consult category once per month
  • Answer all incoming phone calls and take necessary action.
    • Handle basic calls regarding scheduled/scheduling appointments and gather enough information to transfer to the appropriate team member for all other calls. Enter name and contact information of caller into Lexicata.
    • Forward other calls to appropriate team members.

Opening New Cases

  • When a Client retains, scan all documents
  • Start online file
  • Export matter from Lexicata to Clio and update Clio Record
  • Assign appropriate task lists based on case
  • Assist with creation of Client Summary as directed by the Legal Assistant

Closing Cases

  • When a case is completed, make sure all documents are scanned
  • Organize & move file to closed cases
  • Update client database accordingly
  • Review and update summary sheet

Assist with Client Care Plan (as requested)

  • Help the Office Manager maintain the Client Care Plan spreadsheet
  • Upload information to ClioConnect and share with client
  • Complete Legal Directives and EDirectives Enrollment
  • Generate expiration letters
  • Assist with generating 3 month funding review worksheets

Special Mailings

  • Mail cards directly as needed to clients for the following:
    • Sympathy
      • Update client database and file to indicate DOD
    • Get Well
  • Work with Office Manager to send Thanksgiving cards annually
  • Update and maintain Address spreadsheet throughout the year

Pay Range: $11-$12/hour

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Disclaimer Seamon Law Offices, PLLC is licensed in the state of West Virginia. Doreen Seamon, and Seamon Law Offices, by means of this web site, is not offering legal advice. With respect to the material contained in this web site, some of the material may be affected by current and future changes in law. For those reasons, the accuracy and completeness of such information, and the opinions of its author, are not guaranteed. In addition, because of the complexity and interrelationship of various areas of law which are presented in this web site, from which there may be certain exceptions or limitations, the strategies and plans outlined in this web site may not be suited for every individual, in every state. As such, it is strongly suggested that before employing any one or more of the techniques, strategies, expositions of any law, the reader should secure the services of a competent attorney in their respective state.