Strong communication skills with a professional client service background., Basic legal knowledge and understanding of legal processes and terminology., Experience in customer service, preferably within the legal industry., Proficiency in practice management software and CRM systems..
Key responsibilities:
Interact with clients to gather information for forming business entities like LLCs and corporations.
Perform basic drafting using template agreements and prepare advanced legal documents.
Manage client intake and support communication through email, phone, SMS, and video calls.
Maintain and update client and case information in Salesforce and handle referrals and introductions.
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