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Lawyer Referral Information Specialist

Lawyer Referral Information Specialist

San Diego County Bar Association Lawyer RSan Diego, CA, US
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Job Description

Job Description

Description :

The Lawyer Referral and Information Specialist serves as the primary point of contact for individuals seeking legal assistance. This role is responsible for responding to live chat, emails, and phone inquiries in a courteous and timely manner, assessing the nature of each request, and referring individuals to qualified attorneys or appropriate agencies as needed. The Specialist is also responsible for pursuing the collection of outstanding forwarding fees owed by panel attorneys and supporting the program with various administrative tasks to ensure efficient day-to-day operations.

Customer Service

Specialists are responsible for responding to incoming telephone calls, live chat messages, emails, and general mail from members of the public seeking legal assistance. They conduct brief interviews to determine the nature of each inquiry and screen callers to identify the most appropriate solution for their legal needs. Key responsibilities include :

  • Referring callers to the appropriate attorney, government agency, or flat / reduced fee program
  • Accurately entering caller and referral information into the database during the referral process
  • Screening clients for eligibility in the Modest Means Program
  • Researching and maintaining up-to-date knowledge of nonprofit legal resources to provide alternative referrals when appropriate

In addition, the Specialist provides administrative support for several LRIS-related programs, including :

Servicemember Civil Relief Act (SCRA), Guardian ad Litem, Wills for Heroes, and Law Week Programs : Assigns volunteer attorneys to civil and family law cases as needed

Modest Means Program : Reviews applications for eligibility and assigns qualifying family law cases to appropriate attorney

Requirements :

  • Bilingual / Spanish fluency required; both spoken and written
  • Customer service-oriented experience in a call center.
  • High School Diploma or GED required; AA or BA degree preferred. An additional 4-year relevant legal work experience may also be considered in the absence of a BA;
  • Must be extremely organized and detail oriented.
  • Must have the ability to multi-task, prioritize and work under pressure in a busy environment.
  • Must be computer literate : word processing, desktop publishing, excel and databases; comfortable working in databases / web solutions and researching comparable services.
  • Must possess excellent proofreading skills.
  • Must be a team player and be able to communicate effectively at all levels and with all members.
  • Must be able to set priorities, take initiative and work independently, yet thrive in a team environment.
  • Must be able to exercise sound judgment and know when to involve leadership.
  • Must be willing to adhere to the SDCBA values and cultural competencies :
  • Demonstrate an understanding of the Association’s core values and exercises the cultural competencies at the highest level of his or her ability.
  • Demonstrate a dedication to the SDCBA’s value of relationships over transactions.
  • Comprehensively respond to inquiries with “can do” attitude.
  • Take responsibility and personal accountability for work product.
  • Flexible and able to adapt to change.
  • Dedicated to being an effective team player (helping wherever needed, effectively communicating, building rapport, and relating well with others).
  • Effectively respond to issues and problems in a timely manner.
  • Work well with minimal supervision (includes anticipating, analyzing, diagnosing, and suggesting solutions)
  • Handle all communication with diplomacy and tact.
  • Utilize sound judgment when working with the public, attorneys, and team members.
  • Thorough and attentive to detail and accuracy
  • Meet deadlines.
  • Handle constructive criticism and makes necessary changes to improve performance.
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