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Intake Specialist
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Raleigh, United States Marshall & Taylor, PLLC Full timeJob DescriptionJob DescriptionOur rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and...
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Raleigh, North Carolina, United States Marshall & Taylor PLLC Full timeJob Title: Legal Intake SpecialistAbout Marshall & Taylor PLLCMarshall & Taylor PLLC is a rapidly-growing law practice seeking a full-time Legal Intake Specialist to join our team. As a key member of our team, you will play a crucial role in surveying prospective clients, empathizing with them on the details of their case, managing new client onboarding and...
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Intake Specialist
1 month ago
If you are an experienced legal intake specialist and are looking for a change of pace to help us build our intake processes, because we are growing, then you could be the right fit for this role. You’ll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. You are the gatekeeper to our firm and will create a long lasting impression to our clients. This position is one of the most important roles in our firm and our success depends on it. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today Responsibilities: 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 efficiency. Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload. Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team. Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently. Manage own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said 'no' and with current clients to conduct quality control calls and interviews. Keep detailed notes in a centralized database. Be a team player and cover for your fellow salespeople to help our firm help out prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place. Facilitate a professional introduction and transition to the legal team once the case or matter has begun. Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your 'front lines experience.' Periodically attend tradeshows and networking events as a professional representative of the firm. Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services. Stay current with bar rules, legal industry trends, and information. Qualifications: CRM and case management software experience a plus. Skilled with Microsoft Office, especially Microsoft Excel. Firm knowledge of spreadsheet and data management, as well as computer skills. Customer service or sales experience a plus. High school diploma or equivalent needed, while a Bachelor’s degree is desired. Compensation: $55,000+ #J-18808-Ljbffr