Legal Intake Specialist

4 days ago


North Charleston, SC, United States The Thumbs Up Guys - Miller, Dawson, Sigal & Ward Full time

We are a growing Charleston Personal Injury Law Firm with a fast-paced team environment working with injured clients and their legal concerns. We are currently hiring for both part-time and full-time positions. Both part-time and full-time offers flexible scheduling to culminate in 40 hours per week for full-time or fewer if part-time. All members of the Intake Department must have availability to be staffed within all of our working hours of 7 am - 8 pm Monday-Friday, 8 am - 6 pm Saturday, and 9 am - 5 pm Sunday. This is a full-time, in-office position at our headquarters office in North Charleston, South Carolina. In addition to the hourly rate of pay, our Intake Department is also given bonuses for each case they successfully sign. Why you should apply (at a glance): • Voted one of the Best Law Firms to Work For 2023 • Competitive benefits • Company events • Centralized local office • Bonus pay • Commitment to employee career growth • Quarterly Departmental Awards/Excursions If you have a competitive spirit, love working in a team environment, and believe in fighting for the little guy, then we invite you to apply today Legal Case Consultant - Legal Intake Role Objective: You are the first voice anyone who calls our firm will hear, so it’s imperative that you greet callers with a warm, friendly, and welcoming demeanor. The objective of the full-time New Client Advocate is to leave every caller feeling appreciated, heard, and valued, regardless of whether we are able to take their case or not. Responsibilities: • Answer incoming calls to the firm and quickly direct them to the appropriate party, whether it’s a new intake to be completed by you, a current client needing to speak with their legal team, or a provider calling about a current case, etc. • To build assurance and use empathy throughout the call as you gather contact information and case details, and verify that all the information is correct to evaluate their potential case. • Evaluate potential cases using our firm’s case criteria. • If a potential case meets our case criteria and becomes a “want,” you will assist the potential new client (PNC) with e-signing documentation, schedule investigators to meet with PNCs, or schedule them to come to one of our local offices to sign. If there is hesitation, it is your job to sell the firm and our services. • If a potential case is not a “want,” whether it’s because it doesn’t meet our firm’s case criteria, or if it’s a case outside of our practice area, etc., you will facilitate them getting in touch with one of our many referral partners. • Exhibit good call control and flow. You will need to guide the potential client through the questionnaire and keep call times within the targeted call time. • Fill out all required fields for the intake correctly in the case management system (Lifity). • Ask all questions within the case type questionnaire, and fill out all questions within the questionnaire. • Use suggested phrases and selling points. • Complete tasks assigned on their due date. • Assist in any other additional tasks assigned to intake. Qualifications: • Prior sales experience preferred. Must be able to sell the firm and our services. • Bilingual a plus. • Ability to provide empathy to potential clients. • Conflict resolution skills. • Call control. • Prior customer sales experience is a plus. • Excellent computer skills. • Ability to handle disruptions in your day and re-focus. • Ability to meet KPIs. • Attention to detail and accuracy. • Ability to problem-solve and think on your feet. • Ability to work all hours is a must, which includes nights and weekends. • Team player. Compensation: $19 - $25 hour

• Answer incoming calls to the firm and quickly direct them to the appropriate party, whether it’s a new intake to be completed by you, a current client needing to speak with their legal team, or a provider calling about a current case, etc. • To build assurance and use empathy throughout the call as you gather contact information and case details, and verify that all the information is correct to evaluate their potential case. • Evaluate potential cases using our firm’s case criteria. • If a potential case meets our case criteria and becomes a “want,” you will assist the potential new client (PNC) with e-signing documentation, schedule investigators to meet with PNCs, or schedule them to come to one of our local offices to sign. If there is hesitation, it is your job to sell the firm and our services. • If a potential case is not a “want,” whether it’s because it doesn’t meet our firm’s case criteria, or if it’s a case outside of our practice area, etc., you will facilitate them getting in touch with one of our many referral partners. • Exhibit good call control and flow. You will need to guide the potential client through the questionnaire and keep call times within the targeted call time. • Fill out all required fields for the intake correctly in the case management system (Lifity).  • Ask all questions within the case type questionnaire, and fill out all questions within the questionnaire. • Use suggested phrases and selling points. • Complete tasks assigned on their due date. • Assist in any other additional tasks assigned to intake.



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