Lead Client Intake Coordinator

2 weeks ago


Dallas, Texas, United States Matian Firm Full time


Senior Client Engagement Specialist (Immigration and Criminal Defense)
Our firm is seeking a knowledgeable Senior Client Engagement Specialist with a robust sales background and a commitment to advancing in the legal sector.

The Client Engagement Specialist will serve as the primary liaison for prospective clients, responsible for evaluating leads and gathering essential case information to assist the firm in determining case retention.

This role requires a business development mindset and excellent interpersonal skills.

We prefer candidates with a solid background in Immigration or Criminal Defense and the capability to assess potential client inquiries effectively.

You will ensure operational efficiency while managing a high volume of incoming client communications.

The ideal candidate should be flexible to work some weekends and be willing to travel as necessary for this position.


Key Responsibilities:
1. Evaluate incoming calls prior to scheduling attorney-client consultations.
2. Diligently track all new client inquiries through various channels (email, internet, phone, and referrals).
3. Promptly reach out to all potential clients to establish rapport.
4. Maintain accurate logs and reporting systems reflecting the status of potential clients.
5. Conduct initial interviews with potential clients, demonstrating empathy and understanding.
6. Arrange appointments for prospective clients.
7. Take detailed notes during initial consultations with attorneys and clients.
8. Collaborate with attorneys to facilitate the initial consultation process.
9. Assist attorneys with administrative tasks related to new case openings and database management.
10. Follow directives from supervising attorneys and execute tasks accordingly.
11. Draft emails, transcribe notes, research legal documents, and manage spreadsheets effectively.

Qualifications:
- Bilingual (English/Spanish) with full proficiency is REQUIRED.
- A minimum of 3 years of sales experience is essential; customer service experience is highly valued.
- Strong familiarity with performance metrics is necessary.
- Experience with case management software is advantageous.
- Resourceful and proactive in resolving issues as they arise.
- Proven ability to meet targets and deadlines.
- Availability to work weekends is required.
- Experience in Immigration and Criminal Defense is strongly preferred.
Compensation will be adjusted based on individual experience.

Our firm offers comprehensive medical, dental, and vision insurance, along with a competitive compensation package that includes a 401(k) plan.
Additional benefits include catered lunches, complimentary parking, paid time off, and more. Join us to advance your career in a supportive and professional environment.

The Matian Firm, APC is committed to equal employment opportunities and welcomes applicants from diverse backgrounds.


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