Legal Intake Specialist

Company: Katie L. Lewis, P.C. Family Law
Location: Duncanville
Posted on: October 30, 2024

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, Wylie , Legal Intake Specialist, Legal , Duncanville, Texas