Legal Intake Specialist

Looking to join a close-knit, compassionate team of dedicated legal professionals? Our growing law firm is seeking an intake specialist 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. You'll play a key part in helping our thriving firm succeed while making a real difference in client's lives every day. If this sounds like a job you'd love, apply now! Candidates interested in sales and management are preferred. Responsibilities :

• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base What You'll 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

Follow-Up

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 Qualifications :

Career Development

We offer training and resources to help you grow into a non-attorney sales role

Dynamic Team

Be part of a tight-knit, supportive, and passionate legal team

Innovative Work Environment

Contribute to a boutique, woman-of-color-owned intellectual property law firm

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 Bachelor's degree is desired

Phone Enthusiast

Must enjoy talking on the phone and making calls Compensation : $20 - $25 hourly

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