Demo

Intake Specialist

Crisp Recruit
Dallas, TX Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/4/2025

Are you the first point of empathy and efficiency in a dynamic legal environment, excelling in both client interactions and administrative precision?

Do you thrive on turning potential clients into active cases by delivering exceptional service and demonstrating a commitment to their needs?

Can you seamlessly handle a high volume of calls, intake processes, and lead follow-ups, all while maintaining a friendly and professional demeanor?

Final Question : When faced with a challenge, do you get excited or run away?

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  • At GreeningLaw, P.C., we pride ourselves on being a trusted advocate for those facing life-altering circumstances due to personal injury, medical malpractice, or nursing home negligence. Based in Dallas, Texas, we offer unwavering support to clients navigating complex legal situations, ensuring their voices are heard and justice is pursued.

    Under the leadership of Robert Greening, our team is driven by integrity, empathy, and excellence. Our collaborative and client-focused culture ensures that every client receives personalized attention and the highest level of legal advocacy. Joining our team means becoming part of a mission to make a tangible difference in people's lives.

    As we continue to expand our reach and enhance our commitment to exceptional client service, we are seeking a dedicated and detail-oriented Intake Specialist to join our team. This pivotal role serves as the first point of contact for potential clients, ensuring their needs are met with professionalism and compassion while helping to identify cases that align with our firm's mission. If you thrive in a dynamic environment where your contributions directly impact client outcomes and the firm's success, this role offers an exciting opportunity to be at the forefront of our client engagement process.

    What you'll do :

    Client Intake and Case Screening :

  • Act as the first point of contact for potential clients, handling a high volume of incoming calls with professionalism and empathy.
  • Screen leads to identify viable cases, ensuring accurate and thorough documentation of all client information.
  • Schedule consultations and coordinate with attorneys to evaluate case potential.
  • Follow-Up and Lead Management :

  • Proactively follow up with potential clients, ensuring timely and consistent communication.
  • Monitor calls outside office hours and respond promptly to high-priority leads, earning overtime compensation when applicable.
  • Administrative and Reception Duties :

  • Manage the reception area, greeting visitors and answering general inquiries.
  • Maintain organized records of all intake data, ensuring metrics are tracked and analyzed for performance improvements.
  • Team Collaboration and Special Projects :

  • Work closely with the Director of Operations and legal team to refine the intake process and achieve firm goals.
  • Take on additional responsibilities as needed, demonstrating flexibility and a team-oriented attitude.
  • What we're looking for :

    Experience and Skills :

  • At least 2-3 years of experience in sales, customer service, or legal intake roles.
  • Proficiency in managing high call volumes and client interactions in a professional setting.
  • Strong organizational skills, with the ability to track leads and manage intake metrics effectively.
  • Personal Attributes :

  • Friendly and approachable, with excellent communication skills.
  • Resourceful and proactive, able to think critically and solve problems independently.
  • Bilingual in English and Spanish is highly preferred to better serve a diverse client base.
  • Why you should work here :

    Impactful Work :

  • Play a crucial role in converting potential clients into active cases, directly contributing to the firm's success.
  • Professional Growth :

  • Gain invaluable experience in legal operations and client relations, with opportunities for advancement within the firm.
  • Collaborative Culture :

  • Join a supportive and driven team that values empathy, innovation, and excellence.
  • Compensation and Benefits

  • Salary : Starting at $40,000, with an incentive structure tied to signed cases and overtime opportunities.
  • Health Benefits : Medical, dental, and vision coverage after 60 days.
  • Retirement Plan : 401(k) with a 3% company match.
  • Paid Time Off : 14 days of PTO, 5 sick days, plus holidays, with additional PTO after 3 years of tenure.
  • Professional Development : Opportunities for continuing education and career growth.
  • Come Join Us :

    Be part of a team where your work makes a difference every day. At GreeningLaw, P.C., we don't just practice law-we advocate for justice, create meaningful client relationships, and foster a culture of respect and collaboration. If you're ready to bring your skills and passion to a place where you can thrive, we invite you to apply and join our pursuit of excellence in the legal field.

    Salary : $40,000

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