Frost Law
Overview
Frost Law is looking for a highly motivated Intake & Engagement Specialist to support a busy law firm. This role requires immediate learning and execution of intake and engagement processes while managing high-volume inbound and outbound calls in a fast-paced environment. The position requires flexible hours, including evenings and weekends, with responsibilities for document drafting and direct client interaction. This is an opportunity for long-term growth to develop expertise in core business processes while contributing to a rapidly moving team. Responsibilities
Document Oversight & Compliance:
Draft, review, verify, and facilitate the execution of critical legal and financial documents to ensure accuracy and adherence to regulatory standards. Billing:
Experience with electronic payment systems and processing initial retainer payments. Signature & Approval Coordination:
Manage the collection and distribution of approvals and executed agreements, ensuring timely processing. Navigate CRM System:
Use the CRM system to access and comprehend client information, including current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM. Lead Interaction & Case Management:
Serve as the first point of contact for leads seeking legal assistance; complete scheduled intake appointments and collect necessary information. Evaluate potential viability of cases based on gathered information and partner firm qualifications. Follow up with callers in a consistent and respectful manner. Maintain accurate and organized records of all client interactions, case details, and related documents. Put callers in contact with attorneys who best meet their needs. Respond promptly to all inquiries. Other:
Participate in ongoing training to stay updated on procedures, terminology, and best practices for client interaction. Qualifications
Required Skills: Willingness to work in-office (not remote) Availability to work evenings and weekends as needed High call volume experience (inbound and outbound) Demonstrated empathy in previous roles Ability to adapt to rapidly changing work environments Commitment to long-term growth within the company Must be authorized to work in the United States. The ideal applicant has 2 years of reception or customer service experience, preferably on the phone or in a call center. No prior legal work or experience is necessary. Google Workspace, HubSpot, or Clio experience is a plus. Pay Range:
$20.00 - $24.00 per hour Schedule: Ability to work scheduled hours; shifts may vary based on department needs. Hours range from 10:00 AM–6:00 PM to 12:00 PM–8:00 PM depending on coverage. Occasional weekend shifts (9:00 AM–5:00 PM) may be required. Work Location:
In-person, Annapolis, MD Employment details
Seniority level:
Associate Employment type:
Full-time Job function:
Customer Service and Legal Industries:
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Frost Law is looking for a highly motivated Intake & Engagement Specialist to support a busy law firm. This role requires immediate learning and execution of intake and engagement processes while managing high-volume inbound and outbound calls in a fast-paced environment. The position requires flexible hours, including evenings and weekends, with responsibilities for document drafting and direct client interaction. This is an opportunity for long-term growth to develop expertise in core business processes while contributing to a rapidly moving team. Responsibilities
Document Oversight & Compliance:
Draft, review, verify, and facilitate the execution of critical legal and financial documents to ensure accuracy and adherence to regulatory standards. Billing:
Experience with electronic payment systems and processing initial retainer payments. Signature & Approval Coordination:
Manage the collection and distribution of approvals and executed agreements, ensuring timely processing. Navigate CRM System:
Use the CRM system to access and comprehend client information, including current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM. Lead Interaction & Case Management:
Serve as the first point of contact for leads seeking legal assistance; complete scheduled intake appointments and collect necessary information. Evaluate potential viability of cases based on gathered information and partner firm qualifications. Follow up with callers in a consistent and respectful manner. Maintain accurate and organized records of all client interactions, case details, and related documents. Put callers in contact with attorneys who best meet their needs. Respond promptly to all inquiries. Other:
Participate in ongoing training to stay updated on procedures, terminology, and best practices for client interaction. Qualifications
Required Skills: Willingness to work in-office (not remote) Availability to work evenings and weekends as needed High call volume experience (inbound and outbound) Demonstrated empathy in previous roles Ability to adapt to rapidly changing work environments Commitment to long-term growth within the company Must be authorized to work in the United States. The ideal applicant has 2 years of reception or customer service experience, preferably on the phone or in a call center. No prior legal work or experience is necessary. Google Workspace, HubSpot, or Clio experience is a plus. Pay Range:
$20.00 - $24.00 per hour Schedule: Ability to work scheduled hours; shifts may vary based on department needs. Hours range from 10:00 AM–6:00 PM to 12:00 PM–8:00 PM depending on coverage. Occasional weekend shifts (9:00 AM–5:00 PM) may be required. Work Location:
In-person, Annapolis, MD Employment details
Seniority level:
Associate Employment type:
Full-time Job function:
Customer Service and Legal Industries:
Law Practice We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr