Intake Coordinator

Are you the orchestrator of order in a fast-paced legal setting, adept at maintaining the harmony between demanding legal tasks and client-focused services?

Do you possess the agility to switch from managing complex legal schedules to handling high-volume client intakes, all while maintaining a professional demeanor?

Is your meticulous approach to administrative tasks matched by your unwavering commitment to client care and service?

Final Question: When faced with a challenge, do you get excited or run away?

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Cheves Briceno, a dynamic personal injury and immigration law firm based in Peachtree Corners, GA, but additionally serving clients across Washington, Arizona, and Alabama, exemplifies legal prowess and unwavering commitment to client success. Under the leadership of Managing Partner Gerardo Briceno, a competitive spirit drives our approach to litigation and client advocacy. Our firm's culture is shaped by a relentless desire to win, not just in the courtroom but in the positive impact we have on our clients' lives. We believe in truly knowing our clients, understanding their needs, and fighting tirelessly to deliver the victory they deserve - their own personal 'Super Bowl' triumph.

Gerardo's athletic background informs our firm's ethos: a blend of competitive edge, strategic thinking, and an unyielding commitment to achieving the best outcome. At Cheves Briceno, we don't settle for mediocrity or empty promises. Our work ethic is defined by grit and a dedication to excellence, with a focus on setting clear expectations and delivering tangible results. We work with the rhythm of our clients' needs, ensuring that our efforts are always aligned with their success.

We are now seeking an Intake specialist who will report directly to Gerardo Briceno. This role is critical in streamlining scheduling, and acting as a gateway between him and other team members, enabling him to focus on litigation and strategic firm decisions. In this role, you will handle a high volume of phone calls, have client intake responsibilities, and possibly follow up on special projects.

What you'll do:

Position Overview:

The Intake Coordinator will be the first point of contact for potential clients, playing a crucial role in the client acquisition process. This position requires a professional with excellent sales skills, a customer-centric mindset, and the ability to handle sensitive information with discretion. The ideal candidate will have a proven track record in sales, exceptional communication skills, and the ability to thrive in a fast-paced legal environment. The role demands agility in selling, persistence, and confidence in answering client questions.

Key Responsibilities:

Client Acquisition:

• Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries.
• Conduct thorough initial consultations to assess potential clients' legal needs.
• Effectively communicate the firm's services and value proposition to potential clients.
• Follow up with leads and inquiries to convert them into scheduled appointments.
• Handle a high volume of referral calls and direct them to new intake.
• Follow up with clients through phone calls and text messages.
• Go over contracts and consultation notes, ensuring they are properly entered into the system.
• Schedule client appointments and ensure payments are made prior to appointments.

Sales and Marketing:

• Utilize sales techniques to close potential clients and meet intake targets.
• Develop and implement strategies to improve lead conversion rates.
• Collaborate with the team to create and optimize lead generation campaigns.
• Track and analyze sales metrics to identify areas for improvement.

Intake Management:

• Maintain accurate and up-to-date records of all client interactions and intake processes in the CRM system.
• Ensure all intake forms and documentation are completed accurately and efficiently.
• Coordinate with attorneys and support staff to schedule consultations and follow-up appointments.

Client Relations:

• Provide exceptional customer service to all potential and current clients.
• Address client questions and concerns promptly and professionally.
• Maintain confidentiality and handle sensitive client information with discretion.
• Create a positive and confident first impression for clients, ensuring they feel assured they have contacted the right place.

What we're looking for:

Qualifications:

• Proven experience in sales, preferably in a legal, professional services, or high-stakes environment.
• Previous experience in a law firm or legal services environment.
• Knowledge of legal terminology and processes.
• Exceptional communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Familiarity with CLIO or other common legal-based CRMs and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• High level of professionalism and discretion.
• Bilingual - proficiency in Spanish and English.
• Agility in selling and the ability to be persistent.
• Confidence in answering client questions and providing reassurance.

Skills and Abilities:

• Exceptional organizational skills and attention to detail.
• Strong communication skills, both written and verbal, and a collaborative spirit.
• Familiarity with the local area or a good understanding of it, even if not local.
• Ability to create a positive and confident first impression for clients.

Why you should work here:

Dynamic Work Environment:

• Engage in a role that combines administrative expertise with direct client interaction, offering a diverse and challenging work experience.
• Be part of a firm where your contributions directly influence client outcomes and firm success.

Firm Culture:

• We work until the work is done, exhibiting grit and a strong sense of purpose.
• Our efforts are informed by client success, and we adapt our work based on business needs.
• We care deeply about our work and strive to deliver on our promises without setting false expectations.
• The firm's ethos is competitive, akin to striving to win in sports, with a focus on client impact and success.

Additional Perks:

• Medical, Dental, Vision coverage with 50% contribution after 60 days.
• 401k plan with a 3% company match.
• 14 days of PTO, 5 sick days, plus holidays after 60 days of employment.
• Additional PTO added to your max, after 3 years of tenure.
• Student loan reimbursement program.
• Short-term and long-term disability insurance.
• Life insurance policy.
• Opportunities for continuing education and professional development.

Come Join Us:

Embark on a career with Cheves Briceno and become a pivotal member of a dynamic legal team that prides itself on a relentless pursuit of excellence. Here, hard work, client success, and an unwavering commitment to victory are not just ideals but the foundation of everything we do. If you're ready to thrive in a supportive environment that fosters professional growth and personal achievement, where every contribution is vital to our collective triumph, Cheves Briceno is your destination. Join us, and be part of a firm that doesn't just practice law, but sets new benchmarks of success and client advocacy in the legal world.

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