Bilingual Client Intake Lead — Immigration & Defense

Unitedfirm; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Catered lunches

Complimentary parking

Paid time off

Job summary

Our Houston office is seeking a Senior Client Intake Specialist with strong sales experience to grow within the legal industry. You will screen leads and obtain case details to determine if a case should be retained, serving as the point of contact for prospective clients.

Weekend work is required, and some travel to the Los Angeles office may be necessary. You will manage intake calls, log updates, and assist attorneys with opening new cases while maintaining databases.

Qualifications

• Bilingual (English/Spanish) with full proficiency REQUIRED.
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Proven track record to meet goals and deadlines
• Must be able to work weekends
• Immigration and Criminal Defense experience is strongly preferred.

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Job description

Our Houston office is seeking a Senior Client Intake Specialist with strong sales experience to grow within the legal industry. You will screen leads and obtain case details to determine if a case should be retained, serving as the point of contact for prospective clients.

Weekend work is required, and some travel to the Los Angeles office may be necessary. You will manage intake calls, log updates, and assist attorneys with opening new cases while maintaining databases.