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Law Firm Intake Specialist
4 months ago
DescriptionOur law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed You'll serve as the compassionate voice of our law firm. The Intake Specialist handles the Firm's initial contact with potential new clients and is the first touch with the firm. The intake specialist will qualify and screen leads for type of law and conflict of interest, schedule and collect payment for initial consultations, initiate the pre-engagement glidepath, ensure all leads are properly directed through the intake funnel, assist in onboarding new clients as necessary, and direct current client calls by scheduling appointments with the legal team or forwarding messages as necessary. If the thought of coming to work every day and making a positive impact on our client's lives excites you, start your application todayResponsibilities•Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.•Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.Ensure qualified PNCs are:•scheduled for consultations (sales calls), or•scheduled for paid attorney strategy sessions•Initiates the pre-engagement glidepath for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the "show up rate" for people showing up for initial consultations.•Be sure everyone who contacts the Firm for help is better off - whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.•Prepares salesperson with all the information needed for a successful conversation/consultation.•Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.•Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready and add then to drip campaigns.•Track and maintain marketing metrics for the Administrator/Office Manager re: conversions of:•Qualified Leads•Consultations Scheduled Showed•PNCs to New Clients•Referral sources/marketing channels•Other key performance indicators as defined in policies and procedures•Document the sales process with policies and procedures etc. from the time the PNC contacts the firm to request assistance up to the time you have completed the second customer service call•Direct current client calls by forwarding messages, transferring calls to specified members of the legal team, and scheduling current client appointments as directed by the legal team.•Direct incoming calls from various taxing agents to the associated client's assigned attorneys in accordance with established firm policies.Qualifications•Bilingual strongly preferred - Spanish•High school diploma or GED is a requirement; Bachelor's degree is a plus•Previous experience with CRM and case management software desired•Solid data entry, spreadsheet management, and computer skills•Full familiarity with the Microsoft Office suite, with advanced Excel proficiency•Background in the legal industry preferred•Sales or customer service experience highly valued•Excellent and empathetic verbal and written communication skills required
