Legal Intake Specialist

Signing Bonus We value personal and professional growth. Our rapidly growing law practice is seeking a full-time legal intake specialist to join the team! Youll 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. Well 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! Position Overview: Role: Legal Intake Specialist Type: Full-time Bonuses: Bonus opportunities are available based on performance. Benefits: Paid time off Health, dental, and vision insurance Short-term and long-term disability Life insurance Paid holidays 401(k) after one year of employment with employer matching Monthly cell phone reimbursement For the right individual, this position offers a highly rewarding opportunity. If you have the experience and drive to excel in this role, we look forward to receiving your application. Join us and make a difference in clients lives while advancing your career! Responsibilities: Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard Manage attorney schedules, including prospective client consultations, to foster caseload growth Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base The basic duties of the position are: Talking to potential clients to find people who are A+ clients who need the firms help Screening out unqualified leads to protect sales and attorneys time Scheduling the right clients with the right expectations and the right type of legal problem Ensuring the firm calendar, and sales calendars are up-to-date and organized Following up with potential clients before and after their initial consultation Smoothing out the engagement process by sending the contracts and making sure new clients feel welcomed Make regular contact with current clients to ensure we keep our relationship alive and find ways to continue to be of service Qualifications: Possesses outstanding communication skills and sense of empathy CRM and case management software experience a plus Full familiarity with the Microsoft Office suite, with advanced Excel proficiency Previous legal experience highly valued Customer service experience is required. Legal experience is a plus You must demonstrate proficiency with common office applications (Word, Outlook email calendar, Google, and so on) You must have excellent spelling and grammar We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost the clients (and us) dearly You MUST be a positive person If you walk through life seeing opportunities where other people see problems, you will probably do well here. If you find yourself thinking of why things cant work instead of how they can, you will not be happy here We work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes anger. We are looking for someone who can dig in to find how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you Compensation: $50,000 - $75,000 yearly The basic duties of the position are: Talking to potential clients to find people who are A+ clients who need the firms help Screening out unqualified leads to protect sales and attorneys time Scheduling the right clients with the right expectations and the right type of legal problem Ensuring the firm calendar, and sales calendars are up-to-date and organized Following up with potential clients before and after their initial consultation Smoothing out the engagement process by sending the contracts and making sure new clients feel welcomed Make regular contact with current clients to ensure we keep our relationship alive and find ways to continue to be of service

Compensation: $50,000-$75,000 per year

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