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Legal Intakes Specialist
Legal Intakes SpecialistChad Jones Law • Lubbock, TX, US
Legal Intakes Specialist

Legal Intakes Specialist

Chad Jones Law • Lubbock, TX, US
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About Chad Jones Law

Chad Jones Law isn't your traditional law firm. We're a force of change, propelling forward with purpose. Our office presents an exciting opportunity for employees to carve their path in a firm rewriting the rules. With a history of excellence, we're dedicated to fostering growth, innovation, and a supportive community. We're not a firm that's content with the status quo. We're architects of change and champions of growth. At Chad Jones Law, we believe in making a real difference in the lives of our clients and our community.

About The Role

Are you tired of mundane roles that offer no excitement or growth? At Chad Jones Law, we're seeking more than just a new team member—we're searching for SUPERSTARS who want to make a real impact in helping the clients we serve in the community. If your ideal day involves helping others, making organizational improvements, and growing, we want to meet you.

About Chad Jones Law

Chad Jones Law isn't your traditional law firm. We're a force of change, propelling forward with purpose. Our office presents an exciting opportunity for employees to carve their path in a firm rewriting the rules. With a history of excellence, we're dedicated to fostering growth, innovation, and a supportive community. We're not a firm that's content with the status quo. We're architects of change and champions of growth. At Chad Jones Law, we believe in making a real difference in the lives of our clients and our community.

About The Role

Are you tired of mundane roles that offer no excitement or growth? At Chad Jones Law, we're seeking more than just a new team member—we're searching for SUPERSTARS who want to make a real impact in helping the clients we serve in the community. If your ideal day involves helping others, making organizational improvements, and growing, we want to meet you.

What You'll Do

Responsible for talking with new and potential clients to assess their needs, empathize with them regarding the details of their situation, manage their onboarding with the firm, and help them solve problems. Serve as the lead and first point of contact for prospective clients and contribute to their first impression of the firm. Strong performers prioritize, work well under pressure, and switch between tasks quickly. This person serves as a positive brand ambassador and drives the conversion of potential clients. Strong performers feel comfortable speaking on the phone and using technology as much of the time is spent in our case management system (CMS) and other software. These opportunities can be based out of College Station, Midland, or Lubbock, TX.

Client Communication

  • Identify needs and expedite resolutions quickly and efficiently.
  • Manage high call volume from potential new clients, partners, providers, etc.
  • Interviewing potential clients on the phone, moving through a series of questions, and recording the circumstances around the wreck or incident in our CMS to become familiar with their case.
  • Conduct primary research to investigate whether prospective clients' claims meet the criteria.

Client Support

  • Listen to clients with compassion and sympathy and respond to questions to guide them through the sign-up experience so we can represent them.
  • Educate new clients on the client sign-up process and the advantages of signing with our firm.

    • Case Management

  • Review all potential new client intakes and disposition to sign, decline, further evaluate, and escalate severe cases for review.
  • Open new cases in the system by entering detailed notes.
  • Set up cases for initial stages without errors.
  • Issue and execute new client contracts via DocuSign.
  • Contact clients interested in our services via multiple channels, including phone, text, web chat, and other systems, and respond to inquiries and follow-up.
  • Refer cases not in our area of expertise to other firms and document the referral in our CMS.

    • Data Management

  • Enter detailed client information into the case management system.
  • Enter data and maintain company calendars.
  • Comfortable speaking with law enforcement offices to obtain crash reports to enter into CMS.

    • Scheduling And Coordination

  • Set appointments for potential clients that meet the firm's criteria to assist in the growth of our caseload.
  • Onboard new clients by completing the necessary paperwork and putting together case files.
  • Schedule initial consultations with attorneys for potential new clients.
  • Draft and prepare new client paperwork for meeting with attorneys.

    • Minimum Qualifications

  • High school diploma or equivalent with at least two years experience in customer service, sales, or similar role
  • High-level listening skills to gain a thorough understanding of claims
  • Excellent verbal communication skills, with strong attention to detail to explain the next steps
  • Experience with case management software
  • Proficient in Microsoft Office
  • Solid data entry and computer skills
  • Ability to work on multiple projects simultaneously, adapt quickly to changing priorities in a fast-paced environment, and meet all deadlines
  • Positive attitude and self-starter
  • Punctual and reliable

    • What Makes You Stand Out

  • Previous legal experience
  • Interviewing experience
  • Bilingual in Spanish
  • Bachelor's degree in legal studies, communication, or related field
  • Salesforce experience

    • Benefits

  • Medical, dental, vision, and life insurance are available
  • 401(k) plan with company match
  • Paid time off
  • Paid holidays
  • Taco Tuesday
  • Continuous professional development
  • Work-life balance

    • Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Other

    Industries

    Law Practice

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