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Legal Intake Assistant

Van Wey, Metzler & Williams

Legal Intake Assistant

Dallas, TX
Full Time
Paid
  • Responsibilities

    This is not your typical legal assistant position. We are looking for someone who can effectively communicate with potential clients who reach out to our firm in search of legal representation. Most of the time, these people are seriously injured and need someone supportive, empathetic, and understanding to provide a shoulder to cry on. This is a unique opportunity to work with our firm's potential clients and to positively impact people. The Legal Intake Assistant will be responsible for providing potential clients with resources to help them feel heard and assured that their families and circumstances matter. When our firm is unable to assist, we rely on our Legal Intake Assistant to delicately decline injured people who are often distraught, while concurrently ensuring each caller knows we care. Are you up for the challenge? Preferred Start Date: With respect to giving notice to current employers, we are ready for our perfect candidate to start immediately! Responsibilities: • Communicate with prospective clients to obtain necessary detail while simultaneously showing empathy and understanding to callers • Enter intake information into lead management software, Leaddocket • Proactively provide attorneys with important information to determine whether we want to move forward • Obtained signed contract(s) when appropriate • Use reports and systems to prioritize effectively and follow up with potential clients in a timely manner • Provide reports to internal team members as well as to referral sources as needed • Identify potential bottlenecks in intake system(s) and propose solutions • Maintain rapport with the firm's referral partners • Remain extremely organized and closely follow our policies and procedures Qualifications: • Impeccable communication skills, both written and verbal • Outstanding interpersonal skills • Previous customer service or sales experience required • Experience in an office setting for at least three years required; Legal office setting preferred • Skilled with Microsoft Suite • High school diploma or GED is required; at least a Bachelor’s degree is preferred • Technologically proficient • CANDIDATES WHO FAIL TO COMPLETE THE ATTACHED DISC ASSESSMENT WILL BE AUTOMATICALLY DISQUALIFIED • THIS POSITION IS AN IN-OFFICE POSITION ONLY. APPLICANTS SEEKING REMOTE WORK WILL NOT BE CONSIDERED Compensation: $45,000 - $55,000 DOE

    • Communicate with prospective clients to obtain necessary detail while simultaneously showing empathy and understanding to callers • Enter intake information into lead management software, Leaddocket • Proactively provide attorneys with important information to determine whether we want to move forward • Obtained signed contract(s) when appropriate • Use reports and systems to prioritize effectively and follow up with potential clients in a timely manner • Provide reports to internal team members as well as to referral sources as needed • Identify potential bottlenecks in intake system(s) and propose solutions • Maintain rapport with the firm's referral partners • Remain extremely organized and closely follow our policies and procedures