Case Coordinator

BAL•Houston, TX

About The Position

The Case Coordinator works as part of a team to coordinate case-start materials and prepare them for assignment to legal teams. The role is primarily responsible for receiving employee and employer materials, confirming that documentation is complete, and preparing files for assignment. It involves frequent verbal and written interaction with clients, employees, and legal teams. Under the supervision of the Team/Practice Manager, the coordinator initiates cases through direct contact with clients and employees, tracks required information and documentation, responds to routine queries, opens projects in the firm’s proprietary database, sends questionnaires, follows up on outstanding materials, and organizes case-start materials. The coordinator may also help with administrative projects and reports, and performs other assigned duties.

Requirements

High school diploma.
At least 1 year of work experience in an office environment.
Direct client or customer contact experience.
Excellent customer service and interpersonal skills.
Good verbal and written communication skills.
Proficiency with Microsoft Office applications.
Ability to multitask and strong organizational skills.
Professionalism and discretion.
Good analytical skills.
Enjoys frequent collaboration and working in a team environment.

Nice To Haves

Associate’s degree or 2 years of college preferred.
Experience in a law firm or immigration law is a plus.

Responsibilities

Initiate cases through direct interaction with clients and employees by phone, email, and other means; track required information and documentation in preparation for assignment to a legal team.
Respond to routine client queries about questionnaires and documentation, escalating issues to the Manager as needed.
May identify the type of case to be initiated based on questionnaire information.
Open projects in the firm’s proprietary database, send case questionnaires to employees and managers, and update the internal database as applicable.
Ensure documentation is collected, complete, and returned on time; follow up with nonresponsive employees or managers, escalate when needed, and close cases as appropriate.
Coordinate, assemble, print, and organize incoming case-start materials in the database.
Respond to routine emails and phone calls promptly and seek Manager guidance on complex requests.
Assist with miscellaneous projects and administrative duties as needed.
Generate reports as requested.
Perform other duties as assigned.