Legal Intake Specialist

1 week ago


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

As a Legal Intake Specialist at The Law Offices of Josephia Rouse, you will play a pivotal role in enhancing our sales potential by effectively screening and filtering potential new clients.

The primary responsibility of this position is to optimize the firm's sales process by ensuring that only qualified leads are scheduled for appointments with our Sales Attorneys.

We are seeking a highly skilled professional who can expertly evaluate prospective client inquiries and phone calls, analyzing their case fit and providing personalized support.

A strong ability to communicate eloquently and empathetically is essential in this role, as you will be responsible for fostering prospective client streams through awareness and law firm partnerships initiatives.

We offer a competitive salary of $55,000 plus bonus structure, making this an attractive opportunity for those seeking a fulfilling career in legal services.

Key Responsibilities:

  • Organize paperwork and perform 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 making sure they feel seen and heard
  • Take charge of various office tasks such as email correspondence, document management, data organization, and research to ensure peak efficiency
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside our marketing team
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth

Requirements:

  • Bilingual: ENG/SPA is preferred
  • 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


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