Legal Intake Specialist
Company: Katie L. Lewis, P.C. Family Law
Location: Irving
Posted on: October 30, 2024
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Job Description:
**Signing Bonus**
We value personal and professional growth. 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!
Position Overview:
Role: Legal Intake Specialist
Type: Full-time
Bonuses: Bonus opportunities available based on performance.
Benefits:
--- Paid time off
--- Health, dental, and vision insurance
--- Short-term and long-term disability
--- Life insurance
--- Paid holidays
--- 401k after one year of employment with employer matching
--- Monthly cell phone reimbursement
For the right individual, this position offers a highly rewarding
opportunity. If you have the experience and drive to excel in this
role, we look forward to receiving your application.
Join us and make a difference in our clients' lives while advancing
your career!
Responsibilities:
--- Perform miscellaneous clerical tasks as needed, including
transcription, research, spreadsheet management, and email writing
to ensure operational efficiency
--- Evaluate prospective client inquiries and phone calls,
analyzing their case fit and making sure they feel seen and
heard
--- Manage attorney schedules, including prospective client
consultations, to foster caseload growth
--- Organize paperwork and perform data entry in our case
management system to streamline new client onboarding and current
client files
--- Coordinate awareness initiatives and foster relationships with
other attorneys alongside the marketing team in order to help grow
our prospective client base
The basic duties of the position are:
--- Talking to potential clients to find people who are A+ clients
who need the firm's help
--- Screening out unqualified leads to protect sales and attorneys'
time
--- Scheduling the right clients with the right expectations and
the right type of legal problem
--- Ensuring the firm calendar, and sales calendars are up-to-date
and organized
--- Following up with potential clients before and after their
initial consultation
--- Smoothing out the engagement process by sending the contracts
and making sure new clients feel welcomed
--- Make regular contact with current clients to ensure we keep our
relationship alive and find ways to continue to be of service
Qualifications:
--- Possesses outstanding communication skills and sense of
empathy
--- CRM and case management software experience a plus
--- Full familiarity with the Microsoft Office suite, with advanced
Excel proficiency
--- Previous legal experience highly valued
--- Customer service experience is required. Legal experience is a
plus
--- You must demonstrate proficiency with common office
applications (Word, Outlook email calendar, Google, and so on)
--- You must have excellent spelling and grammar
--- We will ask you to demonstrate a penchant for accuracy and
attention to detail, which are required to avoid mistakes that can
cost our clients (and us) dearly
--- You MUST be a positive person
--- If you walk through life seeing opportunities where other
people see problems, you will probably do well here. If you find
yourself thinking of why things can't work instead of how they can,
you will not be happy here
--- We work with people experiencing a combination of stress,
anxiety, sadness, confusion, and sometimes anger. We are looking
for someone who can dig in to find how to help people (even when
they seem unlovable). If this sounds like you, we look forward to
meeting you
About Company:
We are growing fast, and we are investing time and energy in
building our A-Team. Nothing makes us happier than the expression
of relief or gratitude on our client's face at the end of a job
well done. We also care about our work family and we are very
dedicated to maintaining a positive and upbeat work environment. If
this sounds like a law firm you want to work at and a job you can
do, I very much look forward to talking with you soon.
Keywords: Katie L. Lewis, P.C. Family Law, Richardson , Legal Intake Specialist, Legal , Irving, Texas
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here to apply!
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