Legal Intake Specialist

Ted Law FirmNorth Charleston, SC, US

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Job Description

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments.

We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Position : In Office | Not Remote

Compensation : $32,000 - $40,000

Responsibilities :

Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Manage attorney schedules, including prospective client consultations, to foster caseload growth
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Answering and screening initial inquiries from prospective clients
Obtaining pertinent information from prospective clients to determine the prospective client's legal needs. Entering this information into the email and case management system
Drafting and sending engagement letters and initial documents to prospective clients
Assisting potential clients in assembling documents required to support their claims

Qualifications :

CRM and case management software experience a plus

Background in the legal industry preferred

Customer service or sales experience a plus

Solid data entry, spreadsheet management, and computer skills

High school diploma or equivalent needed, while a Bachelor’s degree is desired

Previous experience with tele-marketing, intake, and / or handling high volume of calls on a daily basis (prior experience in a law firm is not required, but strongly preferred)

Ability to be polite, professional, and eloquent while speaking with potential clients

Ability to pay close attention to detail, and must have strong organizational skills

Ability to communicate effectively, listen closely, and convey questions and instructions clearly

Must have persistence and patience with following up and helping potential clients

Ability to thrive in a fast-paced environment and a high-volume workload

Ability to be coachable and be able to receive constructive criticism

Ideally, prefer those who can communicate bilingually in both English and Spanish

About Company

Here at Ted Law Firm, we're building a next-generation law firm, based on best practices from hundreds of leading personal injury law firms across the country. We're growing fast and provide strong opportunities for growth.

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Intake Specialist • North Charleston, SC, US