Intake Specialist

DescriptionAre you a compassionate and empathetic professional who loves connecting with people? Our law firm is expanding, and we're seeking an intake specialist to help manage our growing caseload and elevate client relationships.What You'll Do:Be the first point of contact for potential clients, providing a warm and supportive experience.Listen carefully to client needs and guide them through the intake process.Help our firm deliver outstanding service and make a real difference in our clients' lives.What We're Looking For:A confident communicator with excellent phone skills.A natural listener who can empathize and build trust.A customer service enthusiast with a passion for helping others.If you're ready to join a close-knit, mission-driven team where your work matters every day, we'd love to hear from you. Apply nowResponsibilities•Take calls and messages from potential new clients and screen them for consultations•Regularly review and update the Intake Pipeline to ensure all matters are correctly categorized and tagged, maintaining organized client flow•Keep records using Excel to track PNC conversions and ensure data integrity and accessibility•Proactively engage with PNCs to gather comprehensive details•Ensure all relevant documents and notes from the intake phase are reflected and updated•Screen and assess upcoming consultations•Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate•Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases•Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently•Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood•Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiencyQualifications•Fluent in Hindi and/or Gujarati•Proficiency with Microsoft Office products, especially Microsoft Excel•Background in the legal industry preferred•CRM and case management software experience a plus•High school diploma or equivalent needed, while a Bachelor's degree is desired•Excellent and empathetic verbal and written communication skills required