Matter Intake Representative
A company is looking for a Matter Intake Representative I.
Key Responsibilities
Greet clients and pre-screen them for coverage while maintaining a warm and empathetic demeanor
Organize and follow up on client documentation, ensuring timely communication and updates to the legal team
Utilize various systems to create matter pages and generate litigation packets for attorney teams
Required Qualifications
High School diploma or equivalent
Understanding of systems such as Salesforce and PureCloud
Must pass a criminal background check
Ability to work 40 hours a week with reliable attendance
Demonstrated organizational skills and attention to detail