Intake Specialist

Description

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You'll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients' lives every day. If this sounds like a job you'd love, apply now

Responsibilities

•Evaluate prospective client inquiries and phone calls, analyze their case fit, and make sure they feel seen and heard
•Conduct consultation appointments for potential clients that meet our criteria
•Supervise "maybe" clients and conduct multiple checkups with the potential client before closing their account
•Supervise retainers sent to "yes" clients, as well as original information and document procurement needed during onboarding
•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
•Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
•Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
•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
•Manage attorney schedules, including prospective client consultations, to foster caseload growth

Qualifications

•Fluent in English and Spanish
•Strong ability to communicate eloquently and empathetically a must
•Previous customer service or sales experience preferred
•Previous legal experience highly valued
•Firm knowledge of spreadsheet and data management, as well as computer skills
•Previous experience with CRM and case management software desired

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