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Legal Intake Specialist

The Ryan Law Group

Legal Intake Specialist

Manhattan Beach, CA
Full Time
Paid
  • Responsibilities

    We are The Ryan Law Group, a full service Personal Injury law firm located in Manhattan Beach, CA. We are looking for a full-time Intake Specialist with 1-2 years of experience working at a Personal Injury law firm to join our growing team! Our office is located right in Manhattan Beach, with a beautiful view of the beach right from our windows. The Strand and the sand are just a two-minute walk away and offer a great way to spend your lunch break! Responsibilities: As an Intake Specialist at our Firm, your responsibilities will include (but may not be limited to): Responsibilities: • Report to the Firm Operations Manager • Field calls from prospective clients with professionalism and empathy • Coordinate client sign-ups and intake processes (drafting retainers, following up with potential clients over the phone, text, or email, answering questions/concerns, and closing the deal) • Open new cases in our Case Management system; ensure case moves smoothly through the firm after signing • Cultivate a sales-oriented approach to retain clients • Serve as new clients’ first touchpoint with the firm • Maintain detailed documentation and records accurately • Achieve key performance indicators (KPIs) and meet established goals • Be proactive - keep an eye on our intake processes, and point out where you see room for improvement • Manage refer-out and refer-in cases Qualifications: • Strong sales spirit and customer service mindset • Bilingual proficiency in English and Spanish • Excellent communication skills, both verbal and written • Ability to demonstrate empathy in person and over the phone • Detail-oriented with exceptional organizational skills • Professionalism and discretion in handling confidential information • Willingness to learn and adapt to new systems and processes • Ability to work collaboratively (we are a smaller firm, and all of our positions overlap at some point) • Experience: Intake Skills: 1-2 years (Preferred, but not required) • Customer Service: 1-2 years (Required) • Language: Spanish (Required) Compensation: $20 - $25 hourly

    • As an Intake Specialist at our Firm, your responsibilities will include (but may not be limited to):Responsibilities: • Report to the Firm Operations Manager • Field calls from prospective clients with professionalism and empathy • Coordinate client sign-ups and intake processes (drafting retainers, following up with potential clients over the phone, text, or email, answering questions/concerns, and closing the deal) • Open new cases in our Case Management system; ensure case moves smoothly through the firm after signing • Cultivate a sales-oriented approach to retain clients • Serve as new clients’ first touchpoint with the firm • Maintain detailed documentation and records accurately • Achieve key performance indicators (KPIs) and meet established goals • Be proactive - keep an eye on our intake processes, and point out where you see room for improvement • Manage refer-out and refer-in cases

  • Industry
    Legal Services