Intake Attorney

6 days ago


Los Angeles, United States Gomez Law, APC Full time $80,000 - $120,000
Company Overview:
Gomez Law, APC is a distinguished law firm specializing in real estate litigation, delivering comprehensive legal services to our esteemed clients. With a steadfast commitment to excellence and a proven track record of success, we take pride in offering personalized solutions and achieving favorable outcomes for our clients.

Position Overview:
We are currently seeking a highly skilled and experienced Intake Specialist with a legal background in real estate or significant experience within a law firm environment. The Intake Specialist will play a pivotal role in identifying and nurturing potential clients, ensuring a consistent flow of leads for our attorneys to engage with and convert into clients.

Key Responsibilities:
  • Lead Generation: Proactively identify and qualify potential clients through various channels, including inbound inquiries, referrals, marketing initiatives, and networking opportunities.
  • Initial Consultation: Conduct thorough screenings and evaluations of potential clients to gather pertinent information regarding their real estate cases, objectives, and legal matters.
  • Client Relationship Management: Cultivate strong relationships with potential clients, serving as their primary point of contact and providing guidance and support throughout the intake process.
  • Legal Compliance: Ensure compliance with all legal and regulatory requirements during the intake process, including adherence to client confidentiality and data protection laws.
  • Documentation and Record-Keeping: Accurately document client information, inquiries, and communications in the firm's CRM system, maintaining detailed and organized records.
  • Collaboration: Collaborate closely with attorneys and legal staff to facilitate smooth transitions of qualified leads into active cases, providing comprehensive briefs and background information.
  • Performance Tracking: Monitor and analyze intake metrics and performance indicators to evaluate the effectiveness of lead generation efforts and identify areas for improvement.

Qualifications:
  • Bachelor's degree in Law with a J.D.
  • Legal Experience: Minimum of 5 years of experience working within a law firm environment, with a focus on real estate transactions and legal practices.
  • Experience: Has legal and real estate experience, has performed intake before, and can sign clients up independently.
  • Language Skills: Bilingual proficiency (English and Spanish) is required, as at least 25% of our callers are Spanish-speaking and we currently lack Spanish-speaking attorneys.
  • Technology Proficiency: Proficiency with modern software, including CRM systems and Microsoft Office Suite.
  • Attorney Status: Candidates should either be an attorney or possess the knowledge and capabilities that make them appear as an attorney to potential clients.

Benefits:
  • Gomez Law, APC offers competitive benefits, including but not limited to health insurance, retirement plans, and professional development opportunities.

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