Legal Intake Specialist

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 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 clients’ lives every day. If this sounds like a job you’d love, apply now Responsibilities: • Manage attorney schedules, including prospective client consultations, to foster caseload growth • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently • Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ 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 A+ 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) • Initiates the pre-engagement glide path for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations • Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance • Prepares the salesperson with all the information needed for a successful conversation/consultation • Prepares engagement agreements and follows 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 who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready • Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics Qualifications: • Strong ability to communicate eloquently and empathetically a must • Skilled with Microsoft Office, especially Microsoft Excel • Background in the legal industry preferred • High school diploma or equivalent required; Bachelor’s degree preferred • CRM and case management software experience a plus Compensation: $20,000 - $30,000

• Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ 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 A+ 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) • Initiates the pre-engagement glide path for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations • Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance • Prepares the salesperson with all the information needed for a successful conversation/consultation • Prepares engagement agreements and follows 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 who do not sign up after their initial consultation, to keep the door open for them to come in when they are ready • Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics

Compensation:
$30,000 per year