Legal Secretary & Client Relations Specialist

We are seeking a dynamic and highly organized Legal Secretary & Client Relations Specialist to join our team. This unique position combines the responsibilities of a Legal Secretary, ensuring smooth legal administrative support, with those of a Client Relations Specialist, developing strong relationships with clients and managing inbound leads. The ideal candidate is professional, detail-oriented, and excellent at communication and multitasking.

Responsibilities
Legal Support
Provide administrative support to attorneys, allowing them to focus on substantive legal work.
Manage client communications, trust accounts, and outstanding invoices.
Interact with court personnel and opposing firms with professionalism and accuracy.
Serve as the primary contact for courts regarding scheduling and administrative matters.
Prepare and send client invoices in a timely manner.
Maintain attorney calendars, ensuring logical and efficient scheduling.
Client Relations & Lead Management
Serve as the first point of contact for inbound leads, creating a positive first impression.
Follow the 3X TCE method to reach out to leads and assess their needs.
Screen leads for case viability, ensuring alignment with the firm’s practice areas and jurisdiction.
Assist with scheduling consultations and ensuring intake forms and fees are completed.
Follow up with potential clients to maximize conversion rates.
Build trust with current clients through ongoing communication and support.
Conduct post-consultation follow-ups, client surveys, and relationship-building outreach.
Maintain detailed records of client interactions, ensuring exceptional documentation.
Expectations & Skills
Strong professionalism, confidentiality, and ethical integrity.
Exceptional verbal and written communication skills.
Ability to build relationships with leads and clients to drive conversions.
Proficiency in Microsoft Office and the ability to learn new software quickly.
Organized and detail-oriented with the ability to multitask effectively.
High level of financial integrity when handling client payments.
Sales experience, particularly in a law firm setting, is a plus.
Understanding of and ability to relate to entrepreneurs.
Education & Experience
Associate’s or Bachelor’s degree preferred, or equivalent work experience in a law firm.
Prior experience in legal administration, client relations, or sales highly desirable.

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.