aiLegal Law & Lu LLP Onboarding Specialists Remote · Full time Company website

The Onboarding Specialist will be responsible for guiding new clients through the onboarding process, collecting necessary documents, and ensuring a smooth transition into our case processing system.

Description

aiLegal Law (https://www.ailegallaw.com/) is a tech-enabled law practice serving immigrant community in immigration, corporation, and litigation.


Here is why you should consider joining us:


  • Innovative Culture: We’re pioneers in driving efficiency, productivity, and collaboration. We leverage cutting-edge technologies to integrate our legal practice seamlessly, ensuring high efficiency, and smooth collaboration. If you’re tech-savvy, and love working efficiency, you’ll thrive in our innovative environment.


  • Transparent Environment: Say good-bye to office politics – we believe in transparency. From sharing financials to openly discussing decisions and challenges, we keep things simple and stay focused on well-defined goals. Join us if you value transparency and want to make a real impact.


  • Recognition and Rewards: We value high performers and aren’t afraid to show it. With robust incentive programs, bonuses, and recognition incentives, we motivate and retain top talent. If you are ready to work hard and play hard, our positions are perfect for you.


  • Standardized Service: Consistency is key, especially in the legal field. We prioritize standardized service to ensure a consistent customer experience across all our legal services. If you are someone who takes initiatives to build best practices and strictly follow operational procedures, you’ll fit right in.


  • Service Mindset: We’re in the business of serving others, and that’s a mindset we embody every day. Our team members are dedicated to providing a friendly demeanor, attentiveness to customers’ needs, and a commitment to delivering a positive legal service experience. Join us if you are passionate about delivering a memorable experience to customers.


  • Lead by Example: Our leaders don’t just talk the talk – they walk the walk. With dedication, trust, and excellence at the forefront of everything we do, our leaders lead by example. If you have a “can do” attitude and love taking initiatives, you’ll thrive in our environment.


  • Pride in our Work: We take pride in everything we deliver, striving for excellence in every aspect of our job. Whether it’s communicating with customers, problem-solving, or delivering legal products, integrity is at the core of everything we do. If you’re proactive and take pride in your work, we want you on our team.


aiLegal Law is headquartered in Atlanta, GA, with branch offices in San Francisco, CA; New York, NY; Chattanooga, TN. If you are interested in our positions and see a good fit with aiLegal Law, please apply with your resume and cover letter.


Job Description:

Position Overview: The Onboarding Specialist will be responsible for guiding new clients through the onboarding process, collecting necessary documents, and ensuring a smooth transition into our case processing system. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.


Key Responsibilities:


  • Serve as the primary point of contact for new clients during the onboarding process.
  • Explain the internal processes and steps involved in their case.
  • Collect, review, and organize all necessary documents required for case initiation.
  • Ensure that all client information is accurately entered into our case management system.
  • Provide clients with regular updates on the status of their onboarding process.
  • Address any client questions or concerns promptly and professionally.
  • Collaborate with legal and administrative teams to ensure a seamless handoff of cases.
  • Maintain thorough and organized records of all client interactions and documents.
  • Assist in the development and improvement of onboarding procedures and materials.


Key Performance Indicators (KPIs):


  • Client Satisfaction Rate: Measure client feedback to ensure high levels of satisfaction during the onboarding process.
  • Document Collection Efficiency: Track the time taken to collect all required documents from clients.
  • Onboarding Completion Time: Monitor the average time taken to complete the onboarding process for each client.
  • Accuracy Rate: Ensure that client information and documents are accurately entered and organized within the case management system.
  • Communication Response Time: Maintain a prompt response time to client inquiries, aiming to respond within 24 hours.
  • Process Improvement Contributions: Regularly provide feedback and suggestions for improving the onboarding process and materials.


Qualifications:


  • Bachelor’s degree in Business Administration, Communications, or a related field.
  • Previous experience in customer service, client relations, or a similar role.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in using case management systems or CRM software.
  • Empathetic and patient approach to client interactions.
  • Knowledge of immigration processes is a plus, but not required.