Legal Intake Specialist

Legal Intake Specialist *LOOKING FOR IMMEDIATE HIRE*

Overview:

We are a fast-growing family law firm located in Murrieta fight for professionals and business owners to survive divorce with their money in their pockets and their kids at their sides. We do this by focusing on the clients goals. We are seeking the right Intake Specialist to be responsible for tending to leads and managing the CRM.

Responsibilities:

The Intake Specialist will ensure leads in the office are given proper attention to grow conversion rates within the firm. The Intake Specialist handles all incoming calls into our office from potential new clients and obtains information on the potential new clients legal issues.

Intake Specialist Duties

• Accurately collect information from Potential New Clients
• Manage the existing CRM (Client Relation Management) software
• Create and submit weekly reports to the Sales Manager
• Ensure the accuracy of Potential New Client data in the CRM
• Keep CRM updated and optimize usage
• Establish and maintain pre-consultation conversations with Potential New Clients
• Make call confirmations and follow up on appointments
• Stay in contact with clients who do not show up to scheduled consultations
• Respond to intake emails promptly and efficiently

Other Duties

• Serve as backup to the receptionist for routing non-intake phone calls as well as back up to receptionist tasks when they are out of the office.

• The Intake Specialist must be friendly patient compassionate and have good time management skills
• The Intake Specialist must be self-motivated and self-directed to achieve his or her professional goals as well as the firms goals
• The Intake Specialist must be knowledgeable and proficient with the Windows Operating System and Microsoft Office including Microsoft Word Outlook and Excel. Experience with Client Relations Management Software such as Lawmatics is a plus but not required. This position relies heavily on the use of technology. If you do not like technology and computers this is not the job for you
• Must be comfortable with speaking to potential clients both on the phone and in person and do so properly and professionally
• Maintain a professional appearance
• Experience with processing incoming clients or customers is a plus

Required Experience:

IC