Our law office is growing fast and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our client’s lives excites you, start your application today! Responsibilities: • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base • 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, potential new clients (PNCs) who do not appear for their consult, and PNCs that 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 Qualifications: • High school diploma or GED is a requirement; Bachelor’s degree is a plus • Strong ability to communicate eloquently and empathetically a must • Sales or customer service experience highly valued • Solid data entry, spreadsheet management, and computer skills • Background in the legal industry preferred Compensation: $40,000 - $55,000 yearly
• 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, potential new clients (PNCs) who do not appear for their consult, and PNCs that 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