Client Intake Specialist

4 weeks ago

Phoenix, United States The Matian Firm, APC Full time
Job DescriptionJob Description

Our office is actively looking to hire an experienced Client Intake Specialist in our Criminal Defense division with a desire to grow within the legal industry. This position must be staffed by an individual who is trustworthy, organized and works well with people. Discretion and integrity are top priorities. The ideal candidate for this role must be customer service orientated with extremely strong attention to detail, and possess the aptitude to accurately screen potential client calls. The ideal candidate will bring operational excellence to a team that handles a large volume of incoming client calls. Experience in the area of Criminal Defense law is preferred.

Responsibilities:

  • Accurately screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone & referrals)
  • Immediately contact every potential client & establish rapport with client
  • Continuously follow up with pending inquiries
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Work with the firm's attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and execute accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.

Qualifications:

  • Must be bilingual (English/Spanish) with written and verbal proficiency
  • At least 2 years of experience doing intake preferably in the area of Criminal Defense
  • Case Management software experience is a major plus
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude

Do you have a passion for the legal field and a desire to work in an organization with lots of room for growth? Here at the Matian Firm, we offer that, benefits (medical, dental and vision insurance), an excellent compensation package, paid parking, paid time off, and more Apply for our Client lntake Specialist position. This is a growing firm with opportunities to advance and learn alongside a team of professionals within the legal industry.

The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We're dedicated to providing an inclusive, open, and diverse work environment.

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