WizeHire, Inc
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
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
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
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
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 equivalent required; Bachelor’s degree preferred
CRM and case management software experience a plus
Compensation $20,000 - $30,000
With more than 25 years of experience and genuine compassion for the people we serve, at Derek L. Hall PC, our attorneys believe that client satisfaction is the best measure of success.We believe that our team is vital to the success of our business and to clients. We encourage finding better ways to help our employees and clients through proven processes that create benefits in personal development, professional development, and overall happiness. We have a "never satisfied" mentality.
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Responsibilities
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
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
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
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 equivalent required; Bachelor’s degree preferred
CRM and case management software experience a plus
Compensation $20,000 - $30,000
With more than 25 years of experience and genuine compassion for the people we serve, at Derek L. Hall PC, our attorneys believe that client satisfaction is the best measure of success.We believe that our team is vital to the success of our business and to clients. We encourage finding better ways to help our employees and clients through proven processes that create benefits in personal development, professional development, and overall happiness. We have a "never satisfied" mentality.
#J-18808-Ljbffr