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Legal Intake Specialist

Van Wey, Metzler & Williams

Legal Intake Specialist

Dallas, TX
Paid
  • Responsibilities

    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 clients’ lives excites you, start your application today! $45,000 - $55,000 Based Upon Experience, w Potential for Performance-Based Bonuses Responsibilities: Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate 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 Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases Qualifications: Previous experience with CRM and case management software desired Strong computer and data entry skills Previous legal experience highly valued Possesses outstanding communication skills and sense of empathy Customer service or sales experience a plus • CANDIDATES WHO FAIL TO COMPLETE THE ATTACHED DISC ASSESSMENT WILL BE AUTOMATICALLY DISQUALIFIED Compensation: $45,000 - $55,000 Based Upon Experience