Head of Legal Intake

3 weeks ago

Houston, United States Patrick Daniel Law Full time
Job DescriptionJob Description

Incoming Communications & Phone Calls

  • Represent our team and serve as the first point of contact for guests 
  • Greeting guests when they arrive on-site, 
  • Providing directions and explaining how to navigate our office, 
  • Answering and transferring phone calls and managing our incoming and outgoing mail. 

Potential New Client Intake

  • All initial potential new client phone calls
  • Must be available to be on call after hours
  • Client intake and initial contact
  • Handling Case opening and updating file list
  • Opening all new files and enter pertinent information into SmartAdvocate/case management system and preparing initial letters
  • Gather and analyze intake information and relevant documents. 
  • Gathering facts and claim-related information from potential new clients
  • Transferring new potential new client calls to attorneys

New File Intake 

  • Initial organization of a case
  • Organizing the case's electronic files
  • Entering initial new client information from lead system to case management system
  • Completing comprehensive case intake with new client once contract is signed 
  • Ensuring client files are complete and initial letters are sent out

Skills

·       experience in customer service, inside sales or personal injury law

·       Spanish fluency is a plus

·       Strong organizational skills

·       attention to detail

·       Case and Document Management or (CRM/Saleforce) knowledge/experience of more than 2 years 

·       Extensive computer and data entry skills are required.

·       You must be able to track and monitor the progress of each Inquiry. 

Thinking & Processing:

o      you must be able to identify 

o      ask the important questions 

o      convey care and concern to our clientele. 

Barriers to success

·       Lack of drive and confidence

·       inability to ask questions

·       lack of fulfillment in role

·       procrastination

·       not being focused

·       too much socializing

·       taking shortcuts

·       excuses

We are an established personal injury firm experiencing steady growth. We offer competitive salary and benefits, including medical and performance bonuses or incentives – all in a great team-based work environment. We provide a workplace where great people can do great work. Our employees receive the training and resources to be excellent performers – and are rewarded financially as they grow. We want people to love coming to work, to take pride in delivering our vision, and to feel valued for their contributions.Being easily overwhelmed by information, data, and documents.

 

Company DescriptionAt Patrick Daniel Law, we share core values that help us achieve excellence: collaboration, talent empowerment, service, inclusion, respect and gratitude. Our people are our greatest asset, and we invest in the brightest talent and encourage a diversity of perspectives and strengths to create dynamic teams that operate at the pinnacle of their field. Our talented professionals show up every day knowing they will engage in meaningful work, continuous learning and professional development.

We handle the most complicated and sophisticated legal matters because we do not just meet industry standards, we create them.Company DescriptionAt Patrick Daniel Law, we share core values that help us achieve excellence: collaboration, talent empowerment, service, inclusion, respect and gratitude. Our people are our greatest asset, and we invest in the brightest talent and encourage a diversity of perspectives and strengths to create dynamic teams that operate at the pinnacle of their field. Our talented professionals show up every day knowing they will engage in meaningful work, continuous learning and professional development. \r
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We handle the most complicated and sophisticated legal matters because we do not just meet industry standards, we create them.

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