Law Firm Intake Professional

4 days ago


San Diego, California, United States Trestle Law, APC Full time
About Us

Trestle Law, APC is committed to providing innovative solutions to our clients. We are seeking a highly skilled Law Firm Intake Professional to join our team. The ideal candidate will have excellent communication skills and experience in customer service or sales.

Job Summary

This is a full-time opportunity with a salary range of $20 - $25 per hour. The Law Firm Intake Professional will be responsible for managing our intake process, including client engagement, new client onboarding, appointment management, and follow-up.

Responsibilities
  • Manage the onboarding process for new clients, including data entry and setting up client files
  • Book and confirm consultations using Calendly
  • Follow up with prospective clients to generate fee agreements and ensure smooth client engagements
Requirements
  • Excellent communication skills and experience in customer service or sales
  • Proficiency in Microsoft Office products, especially Excel
  • Previous experience with CRM and case management software desired


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