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Legal Practice Coordinator for a Law Firm in the US (Home Based Part Time)

Remote:

Full Remote

Contract:

Part time

Experience:

Expert & Leadership (>10 years)

Work from:

New York (USA), United States

Offer summary

Qualifications:

Experience in client service roles, Strong organizational skills, Familiarity with CRM systems.

Key responsabilities:

Serve as main contact for clients and address their concerns.
Organize materials for client meetings and ensure positive client experiences.
Monitor team tasks, manage schedules, and coordinate follow-ups.

Virtual Coworker Scaleup https://virtualcoworker.com/

201 - 500 Employees

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Job description

Client Service (50%):

      • Client Support: Serve as the main contact for clients, maintaining regular communication to address questions and concerns.

      • Follow-Up with Clients: Confirm planning details and gather any missing information to ensure clients are well-prepared for their meetings.

      • Client Experience Enhancement: Ensure potential clients have a positive experience and that their needs are prioritized throughout the process.

      • Meeting Preparation: Assist in organizing materials for client meetings, including agendas and necessary documentation.

      • Document Proofreading: Review and proofread client communications and documents for clarity and accuracy.

      • Post-Appointment Check-In: Follow up with clients after meetings to gather feedback and ensure satisfaction.

Operations Coordination (50%):

      • Task Coordination: Monitor task progress across the team, ensuring deadlines are met and responsibilities are fulfilled.

      • Calendar Management: Oversee scheduling and appointment confirmations to keep team members organized.

      • CRM Data Entry: Maintain and update client records and project information in our CRM system for accurate tracking and reporting.

      • Prospect Database Maintenance: Keep the prospect database updated according to Prospective Client Procedures.

      • Weekly Follow-Up: Conduct outbound follow-ups with prospective clients via phone and email, documenting detailed notes on tasks and feedback.

      • SOP Creation: Develop Standard Operating Procedures (SOPs) for various workflows and tasks to enhance operational efficiency.