WizeHire, Inc
Our Real Estate Law Firm is seeking a savvy, polished, and productive Receptionist/Intake Specialist who will focus on connecting us with potential clients and providing an exceptional customer service experience. This position plays a critical role in ensuring that everyone who contacts the firm feels welcomed, supported, and confident that we care about helping them.
You will work closely with our Customer Relationship Management (CRM) system and our Senior Intake Specialist to develop and follow processes that effectively screen, qualify, and guide leads through our intake funnel.
As the first point of contact for potential clients, you will be instrumental in creating a strong first impression, guiding prospects through the intake process, and ensuring all leads are properly qualified and scheduled.
Health & Dental Benefits included. Position is hybrid and requires in-office, in-person time.
Responsibilities
Handle incoming calls and emails, greeting prospects, clients, and referral sources with professionalism and care
Transfer incoming calls to other team members
Screen and qualify leads to determine suitability for the firm, gauge urgency, and identify potential conflicts of interest
Schedule client meetings and initial consultations, and collect payments for engagements
Initiate the pre-engagement process to improve consultation show‑up rates and client engagement
Provide attorneys with all necessary information to prepare for consultations
Follow up with potential clients who do not schedule, miss consultations, or have not signed engagement agreements
Maintain accurate records in the firm’s CRM (Lawmatics), tracking leads, referrals, consultations, and key metrics
Ensure every person who contacts the firm is better off—whether by scheduling a consultation, receiving a referral, or accessing helpful resources
Qualifications
Prior customer service experience required; legal or real estate experience is a plus
Experience with CRMs and data tracking/reporting is required
Strong phone and email communication skills with excellent attention to detail
Ability to manage multiple calls and tasks efficiently
Empathy and real‑life experience (“battle scars”) are a plus, allowing you to connect meaningfully with clients facing challenges
Education or experience equivalent to a bachelor’s degree preferred, but not required
Compensation $24 - $28 hourly
About So Cal Realty Law The legal services offered by So Cal Realty Law, APC, include residential and commercial real estate transactions, residential and commercial real estate litigation, landlord services, mortgage advocacy, lease negotiation, mediation, arbitration, unlawful detainer (eviction), commercial tenant defense, and a wide variety of other real estate‑related services.
We have a friendly, service‑oriented team culture, where everyone contributes and celebrates the firm's achievements. We expect excellent communication, ethical and honest behavior, a commitment to service, and positive, cooperative relationships.
#J-18808-Ljbffr
You will work closely with our Customer Relationship Management (CRM) system and our Senior Intake Specialist to develop and follow processes that effectively screen, qualify, and guide leads through our intake funnel.
As the first point of contact for potential clients, you will be instrumental in creating a strong first impression, guiding prospects through the intake process, and ensuring all leads are properly qualified and scheduled.
Health & Dental Benefits included. Position is hybrid and requires in-office, in-person time.
Responsibilities
Handle incoming calls and emails, greeting prospects, clients, and referral sources with professionalism and care
Transfer incoming calls to other team members
Screen and qualify leads to determine suitability for the firm, gauge urgency, and identify potential conflicts of interest
Schedule client meetings and initial consultations, and collect payments for engagements
Initiate the pre-engagement process to improve consultation show‑up rates and client engagement
Provide attorneys with all necessary information to prepare for consultations
Follow up with potential clients who do not schedule, miss consultations, or have not signed engagement agreements
Maintain accurate records in the firm’s CRM (Lawmatics), tracking leads, referrals, consultations, and key metrics
Ensure every person who contacts the firm is better off—whether by scheduling a consultation, receiving a referral, or accessing helpful resources
Qualifications
Prior customer service experience required; legal or real estate experience is a plus
Experience with CRMs and data tracking/reporting is required
Strong phone and email communication skills with excellent attention to detail
Ability to manage multiple calls and tasks efficiently
Empathy and real‑life experience (“battle scars”) are a plus, allowing you to connect meaningfully with clients facing challenges
Education or experience equivalent to a bachelor’s degree preferred, but not required
Compensation $24 - $28 hourly
About So Cal Realty Law The legal services offered by So Cal Realty Law, APC, include residential and commercial real estate transactions, residential and commercial real estate litigation, landlord services, mortgage advocacy, lease negotiation, mediation, arbitration, unlawful detainer (eviction), commercial tenant defense, and a wide variety of other real estate‑related services.
We have a friendly, service‑oriented team culture, where everyone contributes and celebrates the firm's achievements. We expect excellent communication, ethical and honest behavior, a commitment to service, and positive, cooperative relationships.
#J-18808-Ljbffr