Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day.
Our in-office Intake Specialist will be responsible for triaging the needs of potential and current clients and offering a variety of tools to help them move forward with our team.
Our Intake Specialist will input lead information into Clio, our CRM system, and prepare the information for the team.
If this sounds like a job you’d love, apply now!
Compensation$16 - $22 hourly
Responsibilities

• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency
• Use our intake scripts to learn about prospective clients and their current needs; ask questions, confirm ideal client; identify their most important goals; offer solutions to help the person move forward
• Triage current client needs and determines who they need to schedule with or routing to the appropriate member of the team
• Organize leads and follow-up activities or follow up correspondence to ensure each potential client stays nurtured and tracked
• Make recommendations as appropriate from our referral list and keep the referral list active.
• Provide bi-monthly report on actions taken, feedback received and suggestions on how to improve our services
• Assist with policies and procedures and systems in the business
• Contribute to intake processes manual

Qualifications

• Possesses outstanding communication skills and sense of empathy
• Sales or customer service experience highly valued
• Familiarity with case management and CRM systems a bonus
• Strong computer and data entry skills
• High school diploma or equivalent required; Bachelor’s degree preferred
• Good teamworking skills
• Confidence and clear communications skills are highly valued
• Ability to prioritize tasks and adhere to deadlines in an evolving environment

About CompanyOur mission is to support individuals and families as they encounter some of the toughest points in their lives, with as little conflict as possible.