Intake Specialist

6 days ago

Oakland, CA, United States The Nieves Law Firm, APC Full time

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now Responsibilities: • Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Completing Intake forms • Scheduling consultations with the Client Intake Specialist • Performing conflict checks • Maintaining accurate records in the conversion sheet • Conducting Potential New Client follow-ups and SCRUB calls • Reviewing intake leads from various sources • Assisting with Welcome Packets • Creating cases and invoices in the firm's management system • Referring unqualified Potential New Clients to appropriate sources • Tracking call metrics • Performing 250 outbound calls a week • Maintain a high show-up rate for scheduled calls Qualifications: • Familiarity with case management and CRM systems a bonus • Background in the legal industry preferred • Previous customer service or sales experience preferred • Strong computer and data entry skills • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency • Must be high energy, enthusiastic, and empathetic • Candidate must be proficient in Microsoft Office • Dependability, punctuality, and consistency are key character traits for success in this position • Candidates must have excellent communication skills and be able to articulate themselves well orally and in writing • Must pay attention to detail and have a professional attitude • Must manage time appropriately • Spanish-speaking preferred Compensation: $18 - $22 hourly

• Completing Intake forms • Scheduling consultations with the Client Intake Specialist • Performing conflict checks • Maintaining accurate records in the conversion sheet • Conducting Potential New Client follow-ups and SCRUB calls • Reviewing intake leads from various sources • Assisting with Welcome Packets • Creating cases and invoices in the firm's management system • Referring unqualified Potential New Clients to appropriate sources • Tracking call metrics • Performing 250 outbound calls a week • Maintain a high show-up rate for scheduled calls

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