Intake Specialist

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!

• Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest
• Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest
• Schedule qualified leads for initial consultations (sales calls)
• Initiates the pre-engagement glide path for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations
• Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance
• Prepares salesperson with all the information needed for a successful conversation/consultation
• Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment
• Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready
• Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics