Legal Intake Specialist

Sudden Wealth Protection Law

Legal Intake Specialist

Phoenix, AZ
Paid
  • Responsibilities

    Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Responsibilities: • Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • 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 • Support the legal team with legal assistant-like tasks when time permits Qualifications: • Firm knowledge of spreadsheet and data management, as well as computer skills • Strong ability to communicate eloquently and empathetically a must • Previous experience with CRM and case management software desired • Customer service or sales experience a plus • Background in the legal industry preferred • Ability to effectively and quickly learn and adapt to multiple software platforms at once Compensation: $41,600 yearly

    • Support the legal team with legal assistant-like tasks when time permits

  • Compensation
    $41,600 per year