Initial Case Coordinator
hace 1 semana
About DYADlaw, P.C.
">DYADlaw, P.C. is a reputable law firm focused on serving immigrants in achieving their objectives. We are seeking a skilled Initial Case Coordinator to support our growing team.
">This position involves ensuring a smooth introduction for new clients, handling crucial initial tasks such as clarifying contracts, managing down payments and retainers, and verifying all necessary documents are in order.
">The Onboarding Specialist will lead clients through the onboarding process, contributing to DYADlaw's mission of delivering impactful legal services.
">Key Tasks
">- ">
- Act as the primary point of contact for new clients, initiating welcome calls, explaining case procedures, retainer fees, down payments, and contract terms, and addressing any initial inquiries or concerns.">
- Clearly outline contract terms, oversee the iSign process or coordinate mailings, and follow up on signatures and financial transactions, ensuring timely completion of down payments and retainers.">
- Assist clients in collecting required documents and providing a detailed explanation of the case process, timelines, and necessary actions involved in their case.">
- Organize and maintain client case files in the firm's case management system, ensuring accurate documentation for attorneys and legal staff.">
- Cultivate seamless transitions between clients and the legal team, fostering client confidence and ensuring they feel supported throughout the onboarding process.">
Qualifications
">- ">
- Bilingual proficiency in English and Spanish.">
- A minimum of 1-2 years of experience in a customer-facing or client service role, preferably in a legal, healthcare, or service industry setting.">
- Preferred experience handling payments, retainers, and contract explanations, ensuring all financial and legal documentation is accurately processed.">
- Familiarity with case management software and office technology, with a willingness to learn new tools as needed.">
- Ability to handle sensitive client information with discretion and care while maintaining a professional and empathetic demeanor.">
About Working at DYADlaw, P.C.
">We strive to make a positive impact on the lives of immigrants. If you share our passion, possess excellent communication skills, and thrive in a collaborative environment, we invite you to explore this opportunity.
"]},-
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