Legal Intake Specialist

Job Description

Job Description

Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments.

We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Compensation : $18 - $22 hourly

Responsibilities :

• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
• Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner
• Completing Intake forms
• Scheduling consultations with the Client Intake Specialist
• Performing conflict checks
• Maintaining accurate records in the conversion sheet
• Conducting Potential New Client follow-ups and SCRUB calls
• Reviewing intake leads from various sources
• Assisting with Welcome Packets
• Creating cases and invoices in the firm's management system
• Referring unqualified Potential New Clients to appropriate sources
• Tracking call metrics
• Performing 250 outbound calls a week
• Maintain a high show-up rate for scheduled calls

Qualifications :

About Company

At The Nieves Law Firm, we take the criminal out of criminal defense - our mission is to restore the reputation of individuals who have been accused of crimes and help them plan for a better future.

Our firm has been named one of the fastest-growing law firms in the nation by the Law Firm 500 for the past three years in a row.

Our managing attorney has been named a Northern California Rising Star Super Lawyer every year since 2016, and The Nieves Law Firm has also been recognized for the past three years as one of the fastest-growing companies owned or managed by Florida State University Alumni.

We attribute our success to our belief in our core values of Truth, Restoration, Action, Compassion, and Knowledge, and we are looking for team members who will uphold the same values and provide excellent service to clients.