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Law Firm Intake Specialist

2 months ago

Rockville, Maryland, United States The Law Offices of Josephia Rouse Full time
Law Firm Intake Specialist

We are seeking a highly skilled and empathetic Law Firm Intake Specialist to join our team at The Law Offices of Josephia Rouse. As a key member of our sales team, you will play a crucial role in enhancing our firm's sales potential by effectively screening and filtering potential new clients.

Responsibilities:
  • Organize and manage client paperwork and data entry in our case management system to streamline new client onboarding and current client files.
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
  • Take charge of various office tasks such as email correspondence, document management, data organization, and research to maintain peak efficiency.
  • Contribute to fostering prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth.
Qualifications:
  • Previous customer service or sales experience preferred.
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
  • Familiarity with case management and CRM systems a bonus.
  • Strong ability to communicate eloquently and empathetically a must.
  • Previous legal experience highly valued.
  • Firm knowledge of spreadsheet and data management, as well as computer skills.
Compensation:

$50,000 + Bonus structure will be discussed after 90 days.