Melissa Plumlee

About Melissa Plumlee

For over two decades, I’ve built a career centered on helping executives, attorneys, and…

Experience

1. Case Intake Manager Legal Assistant

   Morrison & Hughes Law

   Aug 2022 — Present · Marietta, GA, US

   Responsible for managing the initial contact with potential clients, gathering crucial information about their legal issues, evaluating case viability, and determining if the firm can represent them, essentially acting as the first point of contact and ensuring a smooth transition from initial inquiry to full client onboarding by coordinating with attorneys and legal staff. • Screen potential clients to determine if their case aligns with the firm\'s expertise and eligibility criteria. • Collect and organize necessary paperwork and documentation from clients, ensuring all required information is complete. • Notary Public• Maintain accurate client records, including case details, communication logs, and relevant documents within the firm\'s database. • Collaborate with attorneys, paralegals, and marketing teams to ensure a smooth client onboarding process and case management. • Adhere to legal and ethical guidelines regarding client intake and confidentiality.• Actively listen, clearly explain complex legal concepts, and communicate effectively with clients from diverse backgrounds. • Empathy and ability to build rapport with potential clients while navigating sensitive situations. • Understanding of relevant legal principles and practice areas to accurately assess case viability. • Efficiently manage multiple client inquiries, prioritize tasks, and maintain accurate records. • Capture all pertinent information during intake interviews and document details thoroughly.

Education

• Gordon College

  Business Administration and Management, General

• Pope High School

  High School Diploma

Skills

• Microsoft Word
• Invoicing
• Event Planning
• Access
• Heavy Calendaring
• Customer Service
• Project Planning
• Peoplesoft
• Research
• Project Management
• Data Entry
• Sharepoint
• Training
• Networking
• Expense Reports
• Office Management
• Software Documentation
• Social Media
• Travel Management
• Recruiting
• Outlook
• Administrative Assistants
• Management
• Powerpoint
• Microsoft Excel
• Insurance
• Time Management
• Expense Management
• Process Scheduler
• Leadership
• Public Speaking
• Microsoft Office