Law Firm Intake SpecialistBerger Immigration Law LLC • Dunwoody, GA, US
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Law Firm Intake Specialist
Berger Immigration Law LLC • Dunwoody, GA, US
3 days ago
Job type
- Full-time
Job descriptionAnswer telephones, route callers, answer questions, and schedule return calls; All communication with clients will be in a professional, sympathetic, and compassionate way Open, sort, scan, save / route mail Put deadlines in the system Schedule client appointments Review daily appointments and reminders Make copies / scans of documents Triages the Owner's email Talks to leads and identifies whether they are qualified leads by asking a series of questions designed to speak to the ideal client, target the correct legal issues, gauge urgency / motivation, and determine whether there is potential for a conflict of interest Schedules qualified leads for initial consultations (sales calls) Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment Assists with onboarding the client to the firm (opening the file in case management software, notifying the legal team) Follows up with new clients within 1 day of engagement to ensure customer satisfaction and to determine whether there are any questions about client policies Makes referrals to appropriate firms / other sources, shares free resources, or provides other assistance (for leads who are not ideal or who do not schedule a consultation) Stays in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs who do not sign up after their initial consultation to keep the door open for future contact Updates the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics Makes regular calls to clients to ensure good customer service and to give clients confidence that attention is being paid to their case Communicates with clients when the case closes, obtains reviews and testimonials Makes back-end marketing calls to former clients and current clients Creates lists for calls to current referral sources, provides call lists to the Owner prior to the call, and updates the Leads spreadsheet daily Follow an approved script to call former clients (on behalf of the Owner) to check in with current or former clients Ensure notecards and follow-up cards are in stock and sent timely after networking events or on important dates, and the rainmaking rolodex (or CRM) is updated timely Maintain and help update a tracking system to monitor and report on progress with leads, prospective new clients, and referral sources Provide weekly reports to the Owner Create contacts and update contact information in the case management or contact management system Provide the Owner with lists of Leads to call for the week Update the Leads list to track the last contacts Monthly Make weekly Postings on LinkedIn, Facebook, and other social media outlets (with attorney assistance for content) This position can be hybrid Strong computer and data entry skills Skilled with Microsoft Office, especially Microsoft Excel Possesses outstanding communication skills and sense of empathy Recognition of all types of immigration forms and can place deadlines on the calendar Proficiency with Outlook and Microsoft 365 required Proficiency with MyCase is a plus Spanish or other languages are a plus You smile when you answer the phone You are very good with calendars, e-mail, spreadsheets, word processing, LinkedIn, and Facebook A bachelor's degree is preferred At least 1-2 years of previous experience in an immigration law firm setting, performing administrative tasks
Job Description
Job Description
Law Firm Intake Specialist (Marketing / Admin Role)
Our law office is growing fast, and we’re searching for a 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 :
- $17 - $20 hourly
Compensation :
$17 - $20 hourly
Responsibilities :
This role is a combination of marketing and admin roles. Some of the administrative duties include :
Some of the Marketing Support Duties include :
Qualifications :
About Company
Boutique Immigration law firm in Atlanta, GA. Our firm assists clients throughout the world with their family and business immigration matters, specializing in investor visas, H1Bs, L-1s, U-visas, and family sponsorships. We assist clients with immigration strategies to live their best life in the U.S.
If you enjoy a good work-life balance and telling someone else's immigration story, you will enjoy working on our team.
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Intake Specialist • Dunwoody, GA, US
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