Intake Specialist

Job Description

Job Description

If you are an experienced legal intake specialist and are looking for a change of pace to help us build our intake processes, because we are growing, then you could be the right fit for this role.

You’ll survey prospective clients and empathize with them on the details of their cases, 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.

You are the gatekeeper to our firm and will create a long lasting impression to our clients. This position is one of the most important roles in our firm and our success depends on it.

If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Compensation : $55,000+

$55,000+

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
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Manage own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said "no" and with current clients to conduct quality control calls and interviews.
• Keep detailed notes in a centralized database.
• Be a team player and cover for your fellow salespeople to help our firm help out prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
• Follow up with prospective new clients who said "no."
• Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
• Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines experience.
• Periodically attend tradeshows and networking events as a professional representative of the firm.
• Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
• Stay current with bar rules, legal industry trends, and information.

Qualifications :

• CRM and case management software experience a plus
• Skilled with Microsoft Office, especially Microsoft Excel
• Firm knowledge of spreadsheet and data management, as well as computer skills
• Customer service or sales experience a plus
• High school diploma or equivalent needed, while a Bachelor’s degree is desired

About Company

We are a boutique family law firm offering our clients the highest quality of legal services. Some of the benefits we offer to our full-time employees include :

• Paid time off. Our office is closed on court holidays and we offer an additional floating holiday as well as generous paid days off
• 401k Matching
• Profit Sharing
• Group health care benefits
13 days ago