- Key Responsibilities:
Intake & CRM: Manage lead intake using tools like Clio Grow and Acuity; respond to inquiries within 24 hours.
Scheduling: Coordinate calendars, book consultations, and handle appointment reminders.
File Management: Organize client documents in Google Drive following strict naming protocols.
Communication: Use templates for client follow-ups and route urgent matters to the team.
Operations: Manage tasks in Basecamp and provide basic reporting on lead completion.
Key Requirements:
High attention to detail (non-negotiable).
Experience with CRM systems (Clio preferred).
Familiarity with Google Workspace and project management tools.
Ability to follow SOPs and structured processes.
Preferred: Prior experience in a law firm or professional services environment.
Action: Send your most updated resume to the email provided.
To apply for this job email your details to Nia.manzoor@myremoteworkforce.com
