Job Details
Description
Please note: this is a hybrid position. You will be required to be in the office 2 days a week. You must be in San Diego.
Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our clients' lives excites you, start your application today!
In addition to your pay, the firm also offers 100% healthcare paid by the firm, vision and dental paid (75% by the firm), PTO, Paid Sick Leave, approximately 20 company holidays, 401k + up to 4% match, and discretionary profit sharing and performance bonuses.
Responsibilities
Log all incoming calls and emails in our database
Book consultations via Calendly, manage all Calendly templates and links, and confirm potential clients' attendancE screen for conflicts of interest
Diligent follow-up using our database and record notes record attorney notes in the CRM system
Generate fee agreements and invoices and send them to potential clients
Follow up about engagements
General office tasks like mail management, research, etc. as needed
Onboard new clients and set up client files as required
Work with marketing to optimize the intake glide path
Follow up with clients post-representation and execute post-representation glide path
Check-in calls with prospects and existing clients to see how they are
Process gifts through our gifting program
Book travel, as needed for attorneys
Qualifications
You must enjoy talking on the phone. If you dislike the telephone and making calls, this is not the job for you
Previous experience with CRM and case management software desired
Previous customer service or sales experience preferred
Previous legal experience highly valued
Strong ability to communicate eloquently and empathetically a must
Strong computer and data entry skills