Intake Specialist

Job Description

Job Description

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 clients’ lives excites you, start your application today!

Compensation : $55,000+ yearly

Responsibilities :

• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
• Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently

The CCC will conduct in-depth telephonic meetings with PNCs for the purpose of selling our excellent legal services.

During these meetings, the CCC will :

The CCC will oversee the client onboarding process :

Qualifications :

About Company

The Estate Plan is a boutique estate planning law firm based in Coral Gables, Florida, dedicated to helping families across the state protect their loved ones and secure their future.

Founded in 2018, our firm specializes in comprehensive estate planning, administration, litigation, trust management, and partition actions. Our services are premium and cater to a specific demographic.

We pride ourselves on offering personalized, compassionate service, backed by a team of experienced professionals who provide creative and tailored solutions. With a commitment to excellence and client satisfaction, we’ve built a strong reputation in the legal community, supported by our organic Google reviews and long-standing relationships throughout South Florida.

We use MacBooks and wide screens while being paperless. We try to lean into tech and continue to find ways it can help the firm offer better more satisfying services.