Junior Intake / Contracts Specialist

Overview

The United Firm | La Liga Defensora, APC is looking for a JR. Client Intake / Contracts for Legal Sales. In this role one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The JR. Client Intake / Contracts for Legal Sales is also responsible for reviewing every contract signed including but not limited to retainer and payment arrangements for all departments. We help represent the Spanish speaking population, thus fluent bilingualism in Spanish is required

Responsibilities

• Handle inbound phone calls, set appointments, and screen prospective clients.
• Track and monitor potential new client inquiries through various channels.
• Assist with answering customer inquiries, routing them to the proper contact or department.
• Accurately log client information into the software database system.
• Assist attorneys with administrative tasks related to opening new cases.
• Conduct prospective client interviews with genuine empathy and compassion.
• Review every contract signed, including retainer and payment arrangements.
• Ensure proper documentation is present for all contracts.
• File contracts through a systematic process.
• Prepare contract summaries and issue lists for attorney review if applicable.
• Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
• Maintain computer contract database.

Qualifications

Here at The United Firm | La Liga Defensora, APC we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan Some perks include catered lunches, complimentary parking, paid time off, and more ! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.

The United Firm | La Liga Defensora, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.

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