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North Pinellas Law Firm - Intake Specialist
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Full-time
- Handle a high volume of live intake calls, both incoming and outgoing, while simultaneously entering data accurately into our Case Management System.
- Speak directly with potential clients walking them thoroughly though an intake questionnaire to gather pertinent information.
- Maintain accurate and detailed records of all potential client interactions and intake information.
- Follow up with potential clients to obtain required signatures and complete the intake process.
- Assist with administrative tasks to support the intake process, including filing, data management, and correspondence.
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