MISSION STATEMENT
To warmly and compassionately greet callers and visitors, making them feel welcome and comfortable.
To make the best first, continued, and lasting impression on clients and all visitors and callers, including lawyers, doctors and other providers, witnesses, court reporters, insurance adjusters, etc.
To create raving fan clients, and help the business and law practice grow and thrive.
RESULTS / OUTCOMES (What you must get done.)
- Attendance at firm huddle every Monday at 8:00 am
- Attendance at mini huddle with Lead Tuesday through Friday at 8:00 am
- Transfer phones to / from Answering Service at 8 AM / 5 PM
- Answer phones by the second ring and direct caller to person who can help them – or if unavailable, help them.
- Greet people at door and offer them beverages/try to make them comfortable
- Prepare for Daily Intakes
- Print intake sheets / Googlemap from intake screen
- Let attorney and paralegal know that client/intake/etc. is here
- Let attorney know when finished with intake forms and have intake forms ready to hand to attorney
- Shut door for meetings if needed
- Know what / where intake forms are
- Call to confirm appointments with prospective clients, note on calendar
- Photograph new clients after intakes, vehicle damage, download to FC
- Have provider list and other contacts available for attorney
- Mail, scan, name and upload all mail to SmartAdvocate daily (or notify Lead) when that cannot be done
- Faxes, name and upload all faxes to SmartAdvocate daily (or notify Lead) when that cannot be done
DUTIES / RESPONSIBILITIES
- Direct calls to the right person with as much efficiency and diplomacy as possible.
- Weed out unwanted callers.
- Help create a positive team environment by communicating with each team member to ensure all callers and visitors are given prompt attention.
- Provide prompt and courteous service for every caller and visitor.
- Become familiar with clients and callers to help document the case and handle client issues that arise, whether the paralegal can help or not at that moment.
- Posting all messages in SmartAdvocate promptly and accurately.
- Helping the Case Managers/Paralegals with data entry and other office tasks when not receiving calls or visitors.
Housekeeping
- Make sure water and coffee is available
- Clean/organize front area, copy room and conference room
Correspondence
- Get mail from front door
- Assist Marketing with any mailings, when requested.
Calendar
- Make general appointments at attorneys’ request (i.e. meetings, CLEs, Rotary, events, etc)
Data Entry
- Post case and provider information into SmartAdvocate
Miscellaneous
· Help out any team members when requested.
