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Legal Intake Specialist
Legal Intake SpecialistTrestle Law, APC • San Diego, CA, US
Legal Intake Specialist

Legal Intake Specialist

Trestle Law, APC • San Diego, CA, US
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Looking to join a close-knit, compassionate team of dedicated legal professionals? Our growing law firm is seeking an intake specialist to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone, is a naturally compassionate and empathetic listener, and is passionate about customer service. You'll play a key part in helping our thriving firm succeed while making a real difference in client's lives every day. If this sounds like a job you'd love, apply now! Candidates interested in sales and management are preferred. 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
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base What You'll Do :
  • Client Engagement

Survey prospective clients, empathize with their situations, and ensure they feel heard and valued

New Client Onboarding

Manage the onboarding process, including data entry and setting up client files

Appointment Management

Book and confirm consultations using Calendly, and help maintain our lawyers' schedules

Follow-Up

Diligently follow up with prospective clients, generate fee agreements, and ensure smooth client engagements

Office Efficiency

Handle tasks such as email correspondence, document management, and data organization

Collaboration with Marketing

Work with our marketing team to optimize client intake processes and foster prospective client streams Qualifications :

  • Proficiency with Microsoft Office products, especially Microsoft Excel
  • Previous experience with CRM and case management software desired
  • Excellent and empathetic verbal and written communication skills required
  • High school diploma or GED is a requirement; Bachelor's degree is a plus
  • Previous legal experience highly valued
  • Previous customer service or sales experience preferred
  • Strong computer and data entry skills Why Join Us?

    • Career Development

    We offer training and resources to help you grow into a non-attorney sales role

    Dynamic Team

    Be part of a tight-knit, supportive, and passionate legal team

    Innovative Work Environment

    Contribute to a boutique, woman-of-color-owned intellectual property law firm

  • Flexibility : Enjoy the flexibility to work from home while helping professionals leverage their intangible assets to build financial legacies What We're Looking For :

    • Communication Skills

    Outstanding communication abilities and a sense of empathy

    Customer Service Experience

    Previous experience in customer service or sales is preferred

    Tech Savvy

    Proficiency with Microsoft Office, especially Excel, and strong computer and data entry skills

    Educational Background

    A high school diploma or equivalent is required; a Bachelor's degree is desired

    Phone Enthusiast

    Must enjoy talking on the phone and making calls Compensation : $20 - $25 hourly

  • What You'll Do :
  • Client Engagement : Survey prospective clients, empathize with their situations, and ensure they feel heard and valued
  • New Client Onboarding : Manage the onboarding process, including data entry and setting up client files
  • Appointment Management : Book and confirm consultations using Calendly, and help maintain our lawyers' schedules
  • Follow-Up : Diligently follow up with prospective clients, generate fee agreements, and ensure smooth client engagements
  • Office Efficiency : Handle tasks such as email correspondence, document management, and data organization
  • Collaboration with Marketing : Work with our marketing team to optimize client intake processes and foster prospective client streams

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    Intake Specialist • San Diego, CA, US