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Legal Intake Specialist

Rust Belt Business Law

Legal Intake Specialist

Erie, PA
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: Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate • Ensure leads are screened for conflict, type of law, and urgency • Ensure potential clients receive pre-engagement materials • Conduct consultative sales conversations with prospective new clients Qualifications: Strong ability to communicate eloquently and empathetically a must Full familiarity with the Microsoft Office suite, with advanced Excel proficiency Familiarity with case management and CRM systems a bonus Background in the legal industry preferred Solid data entry, spreadsheet management, and computer skills Compensation: $15 - $20 hourly

    • Ensure leads are screened for conflict, type of law, and urgency • Ensure potential clients receive pre-engagement materials • Conduct consultative sales conversations with prospective new clients