Legal Intake Specialist

4 weeks ago

Clearwater, United States Roman Austin Full time

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now Compensation: $50,000 plus bonuses and benefits Responsibilities: • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • Input all new client data into our CRM - legal intake software - accurately and timely including marketing and contact sources. • Input data into Google Ad Campaign Dashboard to ensure proper marketing source attribution and processing all new clients through the funnel. Qualifications: • Excellent and empathetic verbal and written communication skills required • Solid data entry, spreadsheet management, and computer skills • Background in the legal industry preferred • CRM and case management software experience a plus • Proficiency with Microsoft Office products, especially Microsoft Excel • CRM Lead Docket and Filevine Experience are a plus but not required. • Bilingual Spanish is a plus and will be compensated as such but not required. Compensation: $50,000 plus bonuses

• Input all new client data into our CRM - legal intake software - accurately and timely including marketing and contact sources. • Input data into Google Ad Campaign Dashboard to ensure proper marketing source attribution and processing all new clients through the funnel. • Prepare monthly reports for the Chief Operating Officer

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