As a Customer Service Representative, you will play a vital role in ensuring the satisfaction and success of our law firm clients. Your primary responsibility will be to provide exceptional customer service and support throughout the records retrieval process. You will work closely with law firm personnel and leverage our integrated system to efficiently retrieve, organize, and deliver requested documents.
This job is only internal for our employees.

• Client Communication: Serve as the main point of contact for law firm clients, promptly responding to inquiries, providing updates on document requests, and addressing any concerns or issues.
• Database Management: Maintain accurate and up-to-date records in our system, ensuring proper organization and documentation of all law firm documents.
• Quality Assurance: Perform thorough reviews of retrieved documents to ensure they meet the required standards of accuracy, completeness, and quality before delivering upon receiving and inquiry from the firm.
• Problem Resolution: Proactively identify and address any challenges or obstacles that may arise during the records retrieval process, collaborating with internal teams to find solutions and provide excellent customer service to the firm.
• Technical Support: Provide basic technical support to law firm clients, assisting with system navigation, troubleshooting, and integration inquiries.
• Client Training: Conduct training sessions and provide demonstrations to law firm clients on how to effectively use our integrated system, ensuring they maximize its features and benefits.
• Documentation and Reporting: Maintain detailed records of client interactions, document requests, and issue resolutions. Generate regular reports to track performance metrics and identify areas for improvement.

• High school diploma or equivalent; additional education or certification in customer service or a related field is a plus.
• Proven experience in a customer service role, preferably in a records retrieval or legal environment.
• Familiarity with law firm software and document management systems.
• Strong computer skills, including proficiency in using databases, software applications, and Microsoft Office Suite.
• Excellent communication and interpersonal skills, with the ability to effectively interact with law firm clients and internal teams.
• Attention to detail and strong organizational skills to manage multiple tasks and prioritize effectively.
• Problem-solving abilities and the capacity to work well under pressure in a fast-paced environment.
• Ability to maintain confidentiality and handle sensitive information with discretion.