Legal Intake Specialist

2 months ago

Lafayette, United States Kenny Habetz Injury Law Lafayette Full time
Job DescriptionJob Description

Our rapidly growing law practice seeks a full-time Legal Intake Specialist to join our team The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally. You’ll survey prospective clients, empathize with them about 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. If you have prior customer service experience, great communication and lead management skills, and a passion for helping others, apply today

Responsibilities:
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
  • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
  • Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
  • Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
  • Communicate with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on case information and evidence.
  • Communicate with attorneys about whether to accept a PNC's case in a timely manner and record the source/origination of all calls received.
  • Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
  • Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
  • Prepare accurate and error-free documents in a timely manner and ensure all client interactions reflect the high standards and core values of Kenny Habetz Injury Law.
  • Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
  • Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
  • Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
  • Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
  • Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.


Qualifications:
  • Sales or customer service experience highly valued
  • Background in the legal industry preferred
  • Firm knowledge of spreadsheet and data management, as well as computer skills
  • Efficiently handle and prioritize multiple tasks, projects, and deadlines concurrently.
  • Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
  • Foster a positive and collaborative work environment, contributing to the overall success of the team.
  • Exhibit a passion for helping the customers we serve.
  • Previous experience in customer service or sales preferred.
  • Personal injury experience is a plus but not required.
  • Strong computer skills, including proficiency with Microsoft Office products
  • (Excel/Word/PowerPoint) and internet usage.
  • Excellent customer service, communication, and organizational skills.
  • Ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
  • Strong problem-solving skills and the ability to think critically.
  • Ability to work independently and as part of a team.
  • High level of empathy and understanding when dealing with clients in distress.
  • Commitment to maintaining confidentiality and professional ethics.
  • Adapt quickly to changing priorities and demands, maintaining a high level of
  • productivity and accuracy.
  • Foster a positive and collaborative work environment, contributing to the overall successof the team.
  • Background in the legal or insurance industry preferred.
  • Firm knowledge of spreadsheet and data management.
  • Please update qualifications:
  • High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
  • Minimum of 1-2 years of experience in a related field (insurance or legal industry is a plus).
  • Familiarity with managing client relationship software and lead management systems is

a plus.


About Company

We are a fast-growing personal injury firm that is committed to helping people and their families navigate the insurance process after they have been seriously injured. We are dedicated to ensuring the process is clear and our clients never have to guess what the next step is. We maintain a collaborative work environment through strong teamwork. We believe in being as efficient as possible. We believe doing the right thing for our clients is always the answer. Client happiness is our number one priority.

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