Legal Intake Specialist

2 days ago

Baltimore, United States WGK Personal Injury Lawyers Full time

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, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our client's lives excites you, start your application todayResponsibilitiesPhone Call Management:•Answer incoming phone calls in a professional and courteous manner, promptly addressing inquiries and providing accurate information.•Determine the nature of calls and direct them to the appropriate departments or individuals within the firm.•Ensure that all phone calls are logged and tracked in the CRM system for future reference and follow-up.Lead Intake and Management:•Receive and document leads obtained through various channels, such as phone calls, website inquiries, and referrals.•Enter lead information into the CRM system, ensuring the accuracy and completeness of data.•Follow established protocols to assess the viability of leads and prioritize them accordingly.•Coordinate with attorneys and staff to distribute leads appropriately, ensuring efficient and effective follow-up.CRM System Maintenance:•Regularly update the CRM system with new leads, status changes, and relevant information.•Implement and adjust standardized protocols for data entry and management to ensure consistency and accuracy.•Generate reports and analyze data as assigned to identify trends, opportunities, and areas for improvement in the intake process.Receptionist Tasks:•Answer roll-over calls and new case calls, ensuring professional and friendly interactions with clients and visitors.•Greet and assist in-person office visitors.•Assemble disbursement goodie bags for clients.•Collaborate with the receptionist team to maintain a clean, organized, and welcoming reception area.Administrative and Other Tasks:•Assist with administrative tasks and other duties as assigned.•Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly•Manage attorney schedules, including prospective client consultations, to foster caseload growthQualifications•Experience in customer service, sales, retail, or food service roles/industries is required.•Previous experience in a law firm or professional services environment is a plus.•Strong organizational skills with the ability to manage multiple tasks simultaneously.•Excellent ability to interact professionally with clients, staff, and attorneys.•Proficiency in using CRM systems and other software applications for data entry and management required.•Attention to detail and a high level of accuracy in data entry and recordkeeping.•Ability to work under pressure in a fast-paced environment and meet deadlines.•Familiarity with legal terminology and procedures.•Proficiency with Microsoft Office products, especially Microsoft Excel.•Excellent and empathetic verbal and written communication skills are required.•High school diploma or GED is a requirement; a Bachelor's degree is a plus.•Fluency in English is essential, both written and verbal.•Fluency in Spanish is a plus.•Must be able to work Monday-Friday; 9 am-5 pm.•Full familiarity with the Microsoft Office suite, with advanced Excel proficiency•Excellent and empathetic verbal and written communication skills required

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