Intake Coordinator

6 hours ago

Jackson, Mississippi, United States Derek L. Hall, PC Full time
Job Summary

We are seeking a highly skilled Intake Specialist to join our team at Derek L. Hall, PC. As a key member of our team, you will be responsible for surveying prospective clients, empathizing with them on the details of their case, and managing new client onboarding and data entry.

Key Responsibilities
  • Organize and maintain accurate records of client information, including case files and data entry in our case management system.
  • Screen incoming potential client phone calls to ensure the case falls within the scope of our firm, while providing exceptional customer service and ensuring the caller feels heard and understood.
  • Manage attorney schedules, including prospective client consultations, to foster caseload growth and ensure efficient use of our team's time.
  • Perform various office tasks, such as email correspondence, document management, data organization, and research, to maintain a high level of efficiency and productivity within our firm.
  • Collaborate with our marketing team to develop and implement awareness initiatives and foster relationships with other attorneys to grow our prospective client base.
  • Identify qualified leads by asking a series of questions designed to speak to the ideal client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
  • Screen out unqualified leads through a series of questions designed to speak to the ideal client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
  • Schedule qualified leads for initial consultations (sales calls) and prepare sales materials as needed.
  • Initiate the pre-engagement glide path for all prospects scheduled for initial consultation to create a sense of excitement and urgency about engaging our firm.
  • Ensure that all individuals who contact our firm for help are better off, whether by scheduling a consultation, making a referral, sharing free resources, or providing other assistance.
  • Prepare engagement agreements and follow up to ensure prospects sign the agreement and make the agreed payment.
  • Stay in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
  • Update our firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.
Requirements
  • High school diploma or GED is a requirement; Bachelor's degree is a plus.
  • Previous legal experience a plus.
  • Strong ability to communicate eloquently and empathetically a must.
  • Previous customer service or sales experience preferred.
  • Proficiency with Microsoft Office products, especially Microsoft Excel.
About Our Firm

Derek L. Hall, PC is a Ridgeland, Mississippi-based law firm that emphasizes personal growth and development for its employees and staff. We believe that our team is vital to the success of our business and to our clients. We encourage finding better ways to help our employees and our clients through proven processes that create benefits in personal development, professional development, and overall happiness.

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