Legal Intake & Client Success Specialist

Law Office of Randall & Johnson; Utah; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work

Health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Paid time off

Sick leave

Paid holidays

Bonus program

Job summary

The Law Firm of Randall & Johnson, a California and Utah based practice, is seeking an intake/sales coordinator. You will handle calls and emails, gather essential client details, screen cases for viability, present packages, collect payments, and schedule consultations with attorneys.

Ideal candidates have a Bachelor's degree or Paralegal Certificate, strong English and legal language skills, and the ability to manage multiple tasks in a fast-paced environment. Hybrid work is available.

Qualifications

• Bachelor's degree and/or Paralegal Certificate preferred.
• Excellent command of English and legal language.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Answer calls and emails from potential clients, and make them feel comfortable; volume of 40-50 leads per day.
• Gather essential client details and information about the legal issue.
• Screen potential cases to determine viability and alignment with practice areas.
• Pitch packages to clients and present sales.
• Collect payments from new clients, send contracts, and set up online client accounts.
• Schedule initial consultations and appointments between clients and attorneys.
• Record and maintain case details in the firm's system.
• Maintain communication with clients and leads, providing updates and addressing concerns.
• Be flexible and assist the team with additional services as needed.

Skills

MS Office

CRM software

Team player

Self-starter

Deadline-driven

Written English

Multitasking

Education

Bachelor's degree or Paralegal Certificate

Job description

The Law Firm of Randall & Johnson, a California and Utah based practice, is seeking an intake/sales coordinator. You will handle calls and emails, gather essential client details, screen cases for viability, present packages, collect payments, and schedule consultations with attorneys.

Ideal candidates have a Bachelor's degree or Paralegal Certificate, strong English and legal language skills, and the ability to manage multiple tasks in a fast-paced environment. Hybrid work is available.