Intake Assistant

1 day ago

Alpharetta, United States Atlanta Divorce Law Group Full time

Company Description

Atlanta Divorce Law Group is a family law firm that has experienced tremendous growth since its inception of August 2016. In 2019 the firm won 1st place in the National Law Firm 500 Award for fastest growing law firm with a percent growth over 1400% from the years 2016 through 2019. The firm prides itself in steady growth while maintaining a strong workplace culture with core values that promote challenging the status quo, practicing servant leadership, compassion, continuous growth, integrity, and finding joy in what we do. The firm prides itself in a strict recruitment process that seeks driven, self-motivated, and self-managed professionals who work not just for a paycheck, but for a mission to help clients empower themselves so they can live a life without regret.


The firm has a clear vision of the targeted client it wishes to serve and the brand experience it wishes for that avatar client to experience. The firm’s brand and targeted client are all in line with the internal culture and values that the firm strives to provide for its team.


The firm wishes, with the assistance of an Intake Assistant, to continue its successful growth rate, realize its market potential, and steadily increase the number of ideal clients that the firm serves.


Role Description

This is a full-time on-site role for an Intake Assistant at Atlanta Divorce Law Group. The Intake Assistant will be responsible for tasks such as screening incoming leads & prospective new clients, managing the intake process within the firm’s CRM, sending out legal agreements, providing assistance to the intake and sales team, communicating with clients, and delivering exceptional customer service.


Qualifications

  • Phone Etiquette and Communication skills
  • Sales experience 
  • Proficiency in Microsoft Office Suite, email and calendaring platforms, Adobe, etc. 
  • Strong customer service skills
  • Ability to multitask and prioritize effectively
  • Excellent organizational skills
  • Attention to detail and accuracy
  • Previous experience in a legal setting is a plus


Responsibilities 

  • Responsible for contacting leads and scheduling them.
  • Serves in line for phones and the first in line of communication to a prospect and is expected to represent the company's mission.
  • Input all information gathered from the intake screening process into the firm's CRM and initiate appropriate processes.
  • Complete, manage and update tasks in our CRM.
  • Perform conflict checks.
  • Prepare new client intake folders and gifts for consultations.
  • Send out legal agreements to prospective clients ready to hire.
  • Schedule initial strategy sessions and open electronic file. 
  • Send out new client gifts.
  • Client check-in calls.

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