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Legal & Client Relations Specialist with 8+ years of legal intake & client management
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Competencies
Handled client screening, legal documentation, and bilingual translation, ensuring precise and effective communication.
Maintained meticulous client records, logged detailed notes, and ensured data integrity across multiple law firms.
Led operational strategies, data analysis, and client project management to enhance efficiency and service delivery.
Supervised and mentored team members, driving improvements in quality assurance and operational performance.
Utilized Microsoft Office and data reconciliation tools to support operational accuracy and reporting.
Education
Languages
Summary
Dedicated legal assistant and client success manager with over 8 years of expertise in client intake, legal processes, bilingual support, and operational leadership. Skilled in data management, team supervision, and ensuring client satisfaction across diverse legal and business environments.
Key Achievements
- Streamlined client intake processes at two law firms, improving case screening and documentation efficiency.
- Provided bilingual translation services in high-stakes litigation, supporting attorneys in Mediation and Depositions.
- Led operational strategies at Telus International, exceeding client expectations and enhancing data integrity.
Experience
Legal Intake Assistant
Client screening and Intake interview for a multi-practice firm specializing in Social Security Disability, Personal Injury, Employment Law, and Property Damage to determine case viability and alignment with firm criteria., Facilitated legal documentation by completing comprehensive intake...
Legal Intake Assistant
Served as the essential first contact between attorneys and prospective clients, screening and pre-qualifying individuals for consultations regarding complex cases (Divorce, Child Support, Custody, Paternity, Contempt of Court, etc.)., Managed and maintained meticulous client records and filed...
Client Success Manager
Served as the primary point of contact for clients, promptly addressing inquiries and resolving issues to ensure their satisfaction and alignment with business goals., Managed end-to-end client projects, guaranteeing timely delivery and successful completion of all contracted deliverables.,...
Operations Team Leader
Led the development and implementation of key operational strategies that consistently exceeded client expectations and improved departmental performance metrics., Utilized strong analytical skills to interpret large datasets, performing data analysis and reconciliation to validate and align data...
Quality Assurance Team Leader
Guaranteed stringent quality standards through rigorous enforcement of account policies and procedures., Developed and implemented quality improvement plans in collaboration with vendors, resulting in measurable enhancements in service delivery., Communicated detailed quality metrics and...