Legal Intake Specialist
6 days ago
Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today Responsibilities: • Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently • 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 • Answering and screening initial inquiries from prospective clients • Obtaining pertinent information from prospective clients to determine the prospective client's legal needs. Entering this information into the email and case management system • Drafting and sending engagement letters and initial documents to prospective clients • Assisting potential clients in assembling documents required to support their claims Qualifications: • CRM and case management software experience a plus • Background in the legal industry preferred • Customer service or sales experience a plus • Solid data entry, spreadsheet management, and computer skills • High school diploma or equivalent needed, while a Bachelor’s degree is desired • Previous experience with tele-marketing, intake, and/or handling high volume of calls on a daily basis (prior experience in a law firm is not required, but strongly preferred) • Ability to be polite, professional, and eloquent while speaking with potential clients • Ability to pay close attention to detail, and must have strong organizational skills • Ability to communicate effectively, listen closely, and convey questions and instructions clearly • Must have persistence and patience with following up and helping potential clients • Ability to thrive in a fast-paced environment and a high-volume workload • Ability to be coachable and be able to receive constructive criticism • Ideally, prefer those who can communicate bilingually in both English and Spanish Compensation: $32,000 - $40,000
• Answering and screening initial inquiries from prospective clients • Obtaining pertinent information from prospective clients to determine the prospective client's legal needs. Entering this information into the email and case management system • Drafting and sending engagement letters and initial documents to prospective clients • Assisting potential clients in assembling documents required to support their claims
Compensation:
$32,000-$40,000 per year
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