Case Consultant
Core
First point of contact for prospective clients, conducting consultations to assess support needs and gathering case information.
Role type
Customer service consultant (inbound/outbound)
Builds
Client intake and case assessment for a personal injury law firm
Domain
Legal services / Consumer rights (via careerplan.io/jobs/6146478004-case-consultant-at-morganmorganjobsapplynow)
Deliverable
client delivery
Required skills
Critical thinking, written and verbal communication, multitasking, reliability
Preferred skills
College experience, empathy, compassion
Technologies
Multiple software applications
Responsibilities
Conduct consultations to assess client needs, gather and document case information, schedule follow-up appointments, distribute and collect signed retainer agreements, manage inbound and outbound calls, resolve client concerns
Seniority
Entry-level, individual contributor