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: • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Completing Intake forms • Scheduling consultations with the Client Intake Specialist • Performing conflict checks • Maintaining accurate records in the conversion sheet • Conducting Potential New Client follow-ups and SCRUB calls • Reviewing intake leads from various sources • Assisting with Welcome Packets • Creating cases and invoices in the firm's management system • Referring unqualified Potential New Clients to appropriate sources • Tracking call metrics • Performing 250 outbound calls a week • Maintain a high show-up rate for scheduled calls Qualifications: • Previous customer service or sales experience preferred • Skilled with Microsoft Office, especially Microsoft Excel • Strong ability to communicate eloquently and empathetically a must • Previous experience with CRM and case management software desired • Strong computer and data entry skills • Must be high energy, enthusiastic, and empathetic • Candidate must be proficient in Microsoft Office • Dependability, punctuality, and consistency are key character traits for success in this position • Candidates must have excellent communication skills and be able to articulate themselves well orally and in writing • Must pay attention to detail and have a professional attitude • Must manage time appropriately • Spanish-speaking preferred Compensation: $18 - $22 hourly

• Completing Intake forms • Scheduling consultations with the Client Intake Specialist • Performing conflict checks • Maintaining accurate records in the conversion sheet • Conducting Potential New Client follow-ups and SCRUB calls • Reviewing intake leads from various sources • Assisting with Welcome Packets • Creating cases and invoices in the firm's management system • Referring unqualified Potential New Clients to appropriate sources • Tracking call metrics • Performing 250 outbound calls a week • Maintain a high show-up rate for scheduled calls