Legal Intake Specialist

2 days ago

Towson, United States Blattner Family Law Group Full time

DescriptionAre you passionate about helping others and thrive in a role where empathy and professionalism make a difference? At Blattner Family Law Firm, a leading family law firm, we provide support and solutions to individuals navigating divorce, custody, and other family law challenges. As a Legal Intake Specialist, you'll be the reassuring voice that guides potential clients through their first steps with our firm, helping them feel heard, understood, and confident in their decision to seek legal support. If this sounds like a job you'll love, apply now.This job is primarily about making connections with other people. The person in the role should form relationships quickly, informally, and comfortably, and gain the enthusiasm and cooperation of others.In this job, it is very important to connect with other people: to meet new and different people on a day-to-day basis, to quickly form relationships, and to use those relationships to get work done. It requires great attentiveness to other people, and an ability to read, to listen to, and empathize with them. Much of the work centers around working with and through other people.The job involves persuading others through an understanding of where they're coming from, and using that information to bring them to a desired resolution. It often requires a lively enthusiasm, and personal interactions that are upbeat and cheerful, requiring someone who is warm, helpful, and friendly. This person should put others at ease, and make them feel welcome.There will be a fair degree of difference from one day to the next, especially with regard to personal interactions. There may be several priorities at once, requiring an efficient pace to keep everything going smoothly.Job Characteristics:Environment is fast-paced, requiring work on multiple simultaneous projects.Must maintain a social focus, dedicating attention to building and maintaining relationships. Exhibits warmth, empathy, and a helpful nature.Communication should be energetic, lively, free-flowing, and informal. Must be highly persuasive and influential.Responsibilities•Welcome Clients: Be the compassionate, professional first point of contact for potential clients.•Conduct Intake Calls: Gather and document detailed information about client cases during initial calls or meetings.•Schedule Appointments: Coordinate consultations and ensure a smooth transition to the legal team.•Manage Data: Maintain and update client records with accuracy in our customer relationship management (CRM) system.•Provide Guidance: Offer basic information about our firm's services, processes, and what clients can expect.•Ensure High Standards: Uphold the firm's commitment to quality by delivering consistent, attentive, and accurate service in every interaction.Qualifications•Excellent Communication Skills: Ability to listen actively, express empathy, and clearly convey information.•Strong Organizational Skills: Effectively manage multiple tasks while maintaining a high degree of accuracy.•Customer Service Expertise: Experience in a client-facing role, preferably in legal, healthcare, or professional services.•Attention to Detail: Precision in recording and managing client information.•Technical Proficiency: Comfort with customer relationship management (CRM) software, Microsoft Office Suite, and phone systems.•Discretion and Professionalism: Ability to handle sensitive client information with confidentiality and care.•Legal Knowledge (Preferred): Familiarity with family law or related fields is a plus but not required.•Phone Experience: Demonstrated success in handling inbound and outbound calls with professionalism and poise.

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