Intake Coordinator

3 weeks ago

Fort Worth, Texas, United States Crisp Recruit Full time
Job Description

We are seeking an experienced Intake Coordinator to join our team at Cofer Luster Law Firm, PC. As the initial point of contact, you will play a crucial role in managing client inquiries, guiding individuals through the intake process, and seamlessly connecting them with our legal team.

Key Responsibilities:

  • Take ownership of the intake process, including reaching out to new leads, gathering essential case information, and thoroughly assessing each case's potential.
  • Guide clients through initial steps with professionalism and empathy, handing off to case managers, setting up engagement agreements, and facilitating initial down payments.
  • Manage lead flow and client intake processes with a proactive approach, ensuring smooth and timely client interactions.
  • Act as a vital link between potential clients and the legal team, working closely with attorneys and case managers to ensure a cohesive, client-centered experience from intake through case management.
  • Provide high-level reporting on the lead process to assess the quality and effectiveness of lead generation.

Requirements:

  • Minimum of 2 years in intake, client engagement, or related client-facing roles where they supported client needs and managed case or lead progression.
  • Experience in the legal sector is preferred but not required, and a background in sales or client service is also a valuable asset.
  • Proficiency in LeadDocket software and experience with other lead management or CRM tools, such as Filevine, Salesforce, or HubSpot, is a plus.
  • Exceptional verbal, written, and interpersonal skills, with the ability to communicate clearly and genuinely to build trust, establish rapport, and inspire confidence with clients.
  • Skilled at balancing empathy with time efficiency, ensuring client needs are met while keeping conversations direct and purposeful.
  • Demonstrates excellent attention to detail and organizational skills, effectively managing lead flow and client intake processes with a proactive approach.

What We Offer:

  • A dynamic and supportive environment that values innovation, problem-solving, a collaborative spirit, and a growth mindset.
  • A meaningful impact on the lives of those facing criminal charges, contributing to a legacy of defense and advocacy.
  • Professional growth and development opportunities, including continuous learning and personal growth.
  • An empowering culture that recognizes and values your contributions, fostering a nurturing environment for professional and personal development.

Additional Perks:

  • 401K plan with 6% match after 1 year of service.
  • Eligibility for health care coverage after 90 days of employment, covering 100% of employees' premium.
  • 'Flex Holidays' plan of 15 days per calendar year, increasing each year of service.

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