Legal Intake Specialist
Legal Intake Specialist
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Job Description
Looking to join a closeknit compassionate team of dedicated legal professionals Our growing law firm is seeking an intake specialist to take our client relations to enhance client relations and manage our increasing caseload. This role is perfect for someone who is great on the phone is a naturally compassionate and empathetic listener and is passionate about customer service. Youll play a key part in helping our thriving firm succeed while making a real difference in our clients lives every day. If this sounds like a job youd love apply now!
Candidates interested in sales and management are preferred.
What Youll Do:
- Client Engagement: Survey prospective clients empathize with their situations and ensure they feel heard and valued.
- New Client Onboarding: Manage the onboarding process including data entry and setting up client files.
- Appointment Management: Book and confirm consultations using Calendly and help maintain our lawyers schedules.
- FollowUp: Diligently follow up with prospective clients generate fee agreements and ensure smooth client engagements.
- Office Efficiency: Handle tasks such as email correspondence document management and data organization.
- Collaboration with Marketing: Work with our marketing team to optimize client intake processes and foster prospective client streams.
Why Join Us
- Career Development: We offer training and resources to help you grow into a nonattorney sales role.
- Dynamic Team: Be part of a tightknit supportive and passionate legal team.
- Innovative Work Environment: Contribute to a boutique womanofcolorowned intellectual property law firm.
- Flexibility: Enjoy the flexibility to work from home while helping professionals leverage their intangible assets to build financial legacies.
What Were Looking For:
- Communication Skills: Outstanding communication abilities and a sense of empathy.
- Customer Service Experience: Previous experience in customer service or sales is preferred.
- Tech Savvy: Proficiency with Microsoft Office especially Excel and strong computer and data entry skills.
- Educational Background: A high school diploma or equivalent is required; a Bachelors degree is desired.
- Phone Enthusiast: Must enjoy talking on the phone and making calls.
Required Experience:
Unclear Seniority
Employment Type
Full Time
