Legal Intake Specialist

Legal Intake Specialist

Are you ready to lead a dynamic law firm to success?

Bell Law, LLC in Kansas City, MO, US is seeking the right person (not a job title) to join our law firm dedicated to consumer protection. We fight for the little guy and have fun doing it.

This is not a clerical position; this job is a bridge between new business and the attorneys. You are the translator to interpret the client’s situation into actionable insights that will enable sound decisions. You are on the front lines in screening for the right kind of people to join forces with our firm. You are the gatekeeper. This is a sacred duty.

With training and guidance, you will be (are) required to use your judgment, background, skillset, inquisitiveness, and curiosity to assess, evaluate, and investigate whether or not this is the right case, at the right time, for the right person and for the right firm. 

We are not for everyone, but we will try to help everyone who reaches our firm in some small way to reach a better place whether through a referral, or a resource.

Please apply by emailing your resume to hiring@belllawkc.com. Only emails with the subject line 'Help me, help you' will be reviewed and submitted for consideration.

Responsibilities

• Acts as the first point of contact for the business
• Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
• Qualify and screen leads for type of law and potential case score
• Schedule qualified leads for initial consultations
• Ensure all leads are properly directed through the intake process
• Prepare fee agreements and follow up to ensure all prospects sign the agreements
• Request appropriate documents from qualified leads
• Stay in contact with qualified leads who need to provide documentation
• Update the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics
• Respond to incoming phone calls and emails and make sure the right people receive all important information 
• Manage incoming and outgoing mail and handle deliveries 
• Provide administrative support to other team members with data entry, paperwork, photocopying, etc. when needed
• Greet visitors, clients, and fellow employees when they arrive at the front desk and provide them with any necessary directions or information
• Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
• Assists all staff and performs general office tasks as requested
• Performs Legal Assistant duties as a backup when requested
• Opportunity for advancement 
• What else can you do really well? We'd love to hear from you

• Excellent interpersonal skills, organizational skills, customer service skills, and verbal communication skills​​​​​​​
• Must be highly proficient in MS Office applications: Word, Excel, Adobe Acrobat, Outlook, and PowerPoint
• At least one year of legal experience preferred
• Prior customer service experience preferred
• Education and/or work experience equivalent to an Associate or Bachelor's degree preferred
• Experience with a CRM, particularly data tracking and reporting, is highly preferred
• High attention to detail and accuracy of work with excellent verbal and written communication skills
• Demonstrated ability to be motivated, work professionally and confidentially
• Excellent communication and interpersonal abilities
• US Work Authorization, Microsoft Office Skills (Determined by an Assessment)

Please apply by emailing your resume to hiring@belllawkc.com. Only emails with the subject line 'Help me, help you' will be reviewed and submitted for consideration

About Bell Law, LLC

At Bell Law, LLC, we represent real people who have been injured by corporate negligence or fraud. Our firm is built around helping people stand up and be heard. We empower others to find a path to a better life. 

Impact drives the Firm, its team members, clients, vendors, and other partners. What can we do to have the largest impact on the clients and the community that we serve? That is the question we must ask daily for the work we do. This is no easy question, for it asks us to give more of ourselves than what we might feel comfortable doing. However, knowing that we serve a higher purpose and that there is a higher calling makes it easier to answer that challenge with a resounding “Yes” every day.

Team. The Firm can progress only as far as the people that make up the organization. We are fortunate to have team members who are committed to the work they do on an energetic and spiritual level. Team members have the opportunity every day to engage in successful work that they personally find meaningful And that fits within the context of what the Firm and the clients need. Firm leaders know that putting the team first – even above clients – is obvious and grows over time.

Leaders within the Firm mentor and shepherd newer members of the organization to provide an even better experience for each new team member than those that came before. Lessons are passed along freely. Mistakes are embraced as part of the natural evolution and growth of the Firm. Team members naturally gravitate to activities and work that allow them to expand their impact on the Firm, other team members, and their own life outside of the Firm.

Client Connection. After the Team, clients – and our ability to connect with them – come next. We only take the clients, causes, and stories whom we have a purposeful and emotional connection with. By taking the time to deeply understand the client, their situation, and their own unique story, we discern the essence of the situation effortlessly. Our process allows this filtering to take place naturally without much effort. Once the client feels that the people at the Firm hear and understand their story, a rare yet powerful connection is formed that allows for the creation of something new that didn’t exist before – a transformation from victimization to empowerment.

When mixed, the right team and the right clients become an unstoppable power for good working together. Nothing can stop them. Judges and juries feel this too, and success is a natural result of establishing that level of trust and connection between client and team. This is known as coherence, and when that develops the right answers fall into place as part of its own natural and sequential process to create a new reality for the client.

Brand. Fearless. Unrelenting. Purposeful. Loving. An organization that pursues justice despite the perception of impossibility or insurmountable obstacles without compromising its values and integrity. The patience and discipline to let things happen as they need to while taking efficient, effective action to lay the foundation for the result. If anything, our process is what differentiates and drives our success. Never “more” for the sake of “more”, but the right things at the right time. Understanding context, discerning essence, making sound decisions followed by efficient action – that process wins out over brute force every time.

Space. The office is an embodiment of our people, culture, process, and values. Windows and glass demonstrate transparency and openness. Dedicated client connection spaces demonstrate our commitment to our clients by designing a space uniquely suited to feel safe, open, and loving. The office is decorated with art, flowers, plants, inspirational quotes, and other reminders of our purpose, and what is possible when the right people are working together. Team members feel inspired and devoted to their work. Space is engineered to encourage collaboration, connection, and belongingness. Modern and minimalist design allows for clear minds, and focused, intentional action.

Our Process: Finding the Elegant Solution. Above all, the Firm seeks to find the “elegant” solution to any situation, challenge, or legal issue. The elegant solution is something that is both simple to execute and very effective. The elegant solution offers up a clear path in a sea of distraction and irrelevant noise. Because of its simplicity and effectiveness, it is very pleasing to those who discover and use it. Because of that, the team members seek to find an elegant solution before doing something that just doesn’t feel right, even though it might “make sense” according to conventional wisdom.

Values

• Integrity. Nothing is more important than acting consistent with the values and beliefs of the Firm. If we sacrifice our integrity for ego, vanity, or gain, all is lost.
• Compassion. Every kindness is forever. To be kind, in all situations, and unconditionally, is what we must do every day.
• Curiosity. The opposite of fear is curiosity. If we can be curious about all things and keep asking questions, we will find the answers. Listen and ask follow-up questions. Repeat again and again.
• Growth-oriented. All things are opportunities to do and think differently than how they were done before. By constantly evolving and embracing challenges, the Firm and its team find immense satisfaction in growing and finding the resources within themselves to rise to the level of success.
• Authenticity. Vulnerability allows for honest communication; honest communication allows us to better understand the client, their story, and their needs; thus, our ability to truly make a difference in their lives is amplified and grows every day.

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