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Legal Intake Optimizer

Legal Intake Pros LLC

Legal Intake Optimizer

Remote,
Full Time
Paid
  • Responsibilities

    Join the Lead Docket Optimization Team Are you a driven individual with a legal, software, or project management background seeking to revolutionize the way law firms operate? We invite you to join our start-up and bring your skills to the forefront of reshaping the client acquisition operation for law firms. We're actively seeking professionals from various roles within law firms, legal software, or coaching programs, including intake specialists, marketing professionals, operations managers, case managers, paralegals, IT support, law clerks, developers, and coaches. As a startup, we're ready to expand our team to meet new business demands and provide exceptional support to our existing clients. Join us if you're eager to play a pivotal role in building our processes and growing alongside our company. We're looking for candidates who find purpose in their work and want to contribute to shaping our departments. Even if you don't possess all the required experience, if you're determined and committed, we're willing to help you develop and advance in your career journey! Your Role: If you're passionate about leveraging technology and process optimization to propel law firms to new heights and you enjoy designing and improving business processes, we're excited to collaborate with you. Your familiarity with Lead Docket and Filevine systems adds to your candidacy. Responsibilities: Depending on the role best aligned with your strengths, you might find yourself engaged in the following key responsibilities:Lead Docket Implementation and Support:Assist in setting up and managing Lead Docket implementations, responding to support requests, and ensuring seamless platform utilization.Engaging Training Sessions:Conduct live weekly training sessions for law firm teams, offering comprehensive guidance on intake performance. Empower new users to comprehend the advantages of Lead Docket or Filevine and grasp conversion best practices. Through these sessions, adeptly convey the software's value to clients, fostering confidence and instilling belief in its potential.Collaborative Strategy Creation:Work closely with intake coaches to formulate actionable plans, giving clients clear directions to embrace fresh software features. Leverage insights and information to devise strategies that expedite seamless feature adoption, allowing clients to harness the full spectrum of benefits.Interactive Training Resource Development:Contribute to creating interactive online training resources and help desks encompassing user-friendly instruction manuals, captivating presentations, and immersive training programs. These resources will streamline the adoption process, alleviating the training workload for both clients and our team.Performance Reporting and Insights:Generate comprehensive performance reports through Monthly Audits. Participate actively in monthly Key Performance Indicator (KPI) performance and coaching calls with clients, offering valuable insights and innovative solutions.Client Experience Enhancement:Assume ownership of all aspects of the client's quality assurance stage. Define pertinent metrics and institute best practices to meet quality objectives consistently. Your vigilant oversight will be pivotal in upholding the exacting standards we uphold for our clients' experiences.Choose the path that resonates with your strengths and aspirations and play a vital role in driving the success of our mission. Qualifications: • Your familiarity with Lead Docket and Filevine systems adds to your candidacy. Compensation: $50,000 - $55,000

    • Depending on the role best aligned with your strengths, you might find yourself engaged in the following key responsibilities:Lead Docket Implementation and Support:Assist in setting up and managing Lead Docket implementations, responding to support requests, and ensuring seamless platform utilization.Engaging Training Sessions:Conduct live weekly training sessions for law firm teams, offering comprehensive guidance on intake performance. Empower new users to comprehend the advantages of Lead Docket or Filevine and grasp conversion best practices. Through these sessions, adeptly convey the software's value to clients, fostering confidence and instilling belief in its potential.Collaborative Strategy Creation:Work closely with intake coaches to formulate actionable plans, giving clients clear directions to embrace fresh software features. Leverage insights and information to devise strategies that expedite seamless feature adoption, allowing clients to harness the full spectrum of benefits.Interactive Training Resource Development:Contribute to creating interactive online training resources and help desks encompassing user-friendly instruction manuals, captivating presentations, and immersive training programs. These resources will streamline the adoption process, alleviating the training workload for both clients and our team.Performance Reporting and Insights:Generate comprehensive performance reports through Monthly Audits. Participate actively in monthly Key Performance Indicator (KPI) performance and coaching calls with clients, offering valuable insights and innovative solutions.Client Experience Enhancement:Assume ownership of all aspects of the client's quality assurance stage. Define pertinent metrics and institute best practices to meet quality objectives consistently. Your vigilant oversight will be pivotal in upholding the exacting standards we uphold for our clients' experiences.Choose the path that resonates with your strengths and aspirations and play a vital role in driving the success of our mission.