Client Intake Specialist

1 month ago


CA United States The Matian Firm, APC Full time
Job Title: Client Intake Specialist

The Matian Firm, APC is seeking a highly skilled Client Intake Specialist to join our team. As a key member of our legal sales team, you will be responsible for handling inbound client service requests, setting appointments, and screening prospective clients.

Responsibilities:
  • Handle inbound phone calls, set appointments, and screen prospective clients before scheduling an attorney-client consultation
  • Track and monitor potential new client inquiries and leads (email, internal, and phone referrals)
  • Assist with answering customer inquiries and problems by routing customer to the proper contact and/or department
  • Accurately log client information in our software database system
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets
  • Carry out prospective client interviews/interactions with genuine empathy and compassion
  • Maintain strict business dress code and punctuality standards
Requirements:
  • Must be bilingual (English/Spanish) with written and verbal proficiency
  • At least 2 years of experience doing intake, preferably in the legal field preferred but not required
  • Case Management software experience is a major plus
  • Great interpersonal skills, extending patience when working with individuals and proactivity when issues arise
  • Ability to maintain several responsibilities at once and time-management skills, prioritizing high and low level demands adequately
  • Excellent customer service attitude in fast-paced environments
  • ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY

We offer a competitive pay range of $19-$28 per hour, depending on experience. Our benefits package includes medical, dental, and vision insurance, a 401(k) plan, catered lunches, complimentary parking, paid time off, and more. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply.

The Matian Firm, APC is an equal employment opportunity employer and welcomes everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status, or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.



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