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Legal Intake Specialist

3 months ago


Duluth, United States Law Offices of Gary Martin Hays & Associates, P.C Full time
Job DescriptionJob Description

Our law practice is seeking a full-time Legal Intake Specialist to join our team at our Duluth, GA location.


The right candidate should be friendly, energetic, and detail-oriented. You’ll speak with prospective clients, empathize with them on the details of their cases, and manage new client onboarding and data entry. Legal experience is not necessary but is helpful. The ability to speak Spanish is a plus. Experience handling telephone calls in a fast-paced, high-call-volume work environment is preferred. 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 skills, are a team player, and have a passion for helping others, apply today

Responsibilities:
  • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
  • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
  • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
  • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
  • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
  • Create an empathetic personal connection with potential clients to let them know we care about them and their concerns
  • Determine the nature of cases and ask the appropriate questions needed for an attorney review
  • Present attorneys with information needed to determine if the caller's case will be accepted, referred to another firm, or rejected
  • Facilitate communication between attorneys and potential new clients
  • Send and receive agreements for representation
  • Provide necessary follow-up on pending intakes
  • Complete referrals to other law firms
  • Assist with routing calls to office staff
Qualifications:
  • High school diploma or equivalent required; Bachelor’s degree preferred
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
  • Solid data entry, spreadsheet management, and computer skills
  • CRM and case management software experience a plus
  • Background in the legal industry preferred
  • Sales or customer service experience is highly valued
  • Possesses outstanding communication skills and a sense of empathy
  • Previous legal experience highly valued
  • Firm knowledge of spreadsheet and data management, as well as computer skills
About Company

Attorney Gary Martin Hays, our firm's founder, used to defend insurance companies in personal injury, product liability, and wrongful death claims.

Now he helps people who have been severely injured and need to recover for their losses. He didn't want to spend his career preventing personal injury victims from getting the financial compensation they are entitled by law to receive.

The Law Office of Gary Martin Hays & Associates was founded in 1993. Our practice areas are; Personal Injury, Wrongful Death, and Workers'​ Compensation.

We treat everyone with respect and courtesy, from the receptionist who greets you to our top personal injury attorneys who will fight for you. Our lawyers take an aggressive stand for clients. We believe we are improving the quality of life for all citizens in Georgia. We advocate for consumers.