What are the responsibilities and job description for the Legal Sales Specialist for a Law Firm in the US (Home Based Full Time) position at Virtual Coworker?
Client Intake
- Act as the first point of contact for potential new clients, providing a warm and professional welcome.
- Handle inquiries from potential clients via phone, email, website referrals, or other referral channels.
- Contact potential clients to guide them through completing the intake form and scheduling consultations.
- Provide basic information about the firm’s services and assist with any initial questions.
- Follow up with clients to collect and record accurate information and documents in Lawmatics, including personal details and case specifics.
- Maintain regular communication with clients throughout the intake process, providing updates and addressing concerns.
- Check in potential clients for phone or Zoom video consultations.
- Ensure the firm’s calendar is accurate and reflects rescheduled or canceled consultations.
- Prepare and send client retainer agreements using Word, Dropbox, and DocuSign.
- After consultations with the Managing Attorney, guide clients through signing the retainer agreement.
- Follow up via phone, email, or text to confirm receipt of the retainer agreement and address any questions until the agreement is signed or declined.
- Coordinate with various departments to ensure a seamless transition from intake to active case management.
Phone Reception
- Serve as the primary contact for all incoming calls, unless directed to another extension.
Correspondence
- Draft and respond to emails, letters, and notices.
- Communicate with the reception office, vendors, and consultants.
Reporting
- Prepare and present monthly reports, including the Potential New Client (PNC) and Rize Review reports.
Manage Client Reviews
- Oversee client reviews on platforms such as Rize App, Yelp, Google, AVVO, and LinkedIn.
Administrative Support
- Provide general administrative assistance to support the client services team as needed.
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