Carolyn - Intake Specialist with client communication and administrative expertise

Guadalajara, Jalisco, Mexicoen

Responded promptly to client inquiries via multiple channels, maintaining professionalism and empathy.

Conducted detailed interviews to gather comprehensive client legal issue information.

Published on CazVid

Summary

Dedicated intake specialist with strong client communication skills, adept at conducting detailed interviews, scheduling, and providing administrative assistance. Skilled in multiple property and case management software to ensure smooth operations and excellent client service.

Key Achievements

Coordinated and scheduled consultations efficiently, connecting prospects with attorneys.

Skills

Client CommunicationAdvanced

Handled inbound inquiries via phone, email, web forms, and chat, ensuring empathetic and professional interactions.

Interviewing & Needs AssessmentAdvanced

Conducted in-depth client interviews to collect essential information for legal case processing.

Scheduling & CoordinationIntermediate

Arranged consultation appointments between clients and attorneys, managing calendars and time slots.

Administrative SupportIntermediate

Utilized various property and case management software to support administrative tasks.

Software Utilization

Experience

Intake Specialist/ Admin Support

Guadalajara, MX

Jan 2024 - Present

Promptly respond to all prospective client inquiries received via phone, email, web forms, or chat, ensuring a professional and empathetic first impression., Conduct initial, in-depth interviews with potential clients to gather all essential facts, timelines, and details regarding their legal...