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 cases, 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!
Compensation:
$50,000 - $60,000 yearly
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
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Manage own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said "no" and with current clients to conduct quality control calls and interviews.
Keep detailed notes in a centralized database.
Be a team player and cover for your fellow salespeople to help our firm help out prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
Follow up with prospective new clients who said "no.
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Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines experience.
Periodically attend tradeshows and networking events as a professional representative of the firm.
Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
Stay current with bar rules, legal industry trends, and information.
Qualifications:
CRM and case management software experience a plus
Skilled with Microsoft Office, especially Microsoft Excel
Firm knowledge of spreadsheet and data management, as well as computer skills
Customer service or sales experience a plus
High school diploma or equivalent needed, while a Bachelor’s degree is desired
About Company
We are a boutique family law firm offering our clients the highest quality of legal services.
Some of the benefits we offer to our full-time employees include:
Paid time off.
Our office is closed for 12 days on court holidays and we offer an additional floating holiday as well as paid days off.
401(K) Matching
Profit Sharing
Work-from-home opportunities
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