Legal Intake Specialist

The Wright Legal Group, LLC; Columbus (GA); On-site; USD 15,153 - 22,041; Full time

Job summary

A growing law firm in Columbus, GA seeks a dedicated legal intake specialist. In this role, you will be the compassionate voice for prospective clients, screening calls and ensuring efficient onboarding. Outstanding communication and customer service skills are required, along with proficiency in relevant software. The position offers competitive pay ranging from $11 to $16 hourly.

Qualifications

• Experience with CRM and case management software is a plus.
• Should possess outstanding communication skills and a sense of empathy.
• Relevant sales or customer service experience is highly valued.

Responsibilities

• Screen incoming potential client phone calls.
• Book consultations for prospective clients with lawyers.
• Collect paperwork and enter data into the case management system.
• Coordinate awareness initiatives and foster relationships with other attorneys.

Skills

Outstanding communication skills

Sense of empathy

Sales experience

Customer service experience

Skilled with Microsoft Office

Solid data entry skills

Spreadsheet management

Tools

CRM software

Case management software

Microsoft Excel

Job description

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 clients’ lives excites you, start your application today!

Responsibilities:

• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
• Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base

Other Duties Include:

• Greeting clients and visitors and answering visitor inquiries
• Answering and routing incoming calls on a multi-line telephone system
• Scheduling and routing clients
• Maintaining and scheduling conference rooms
• Maintaining the waiting area, lobby, or other public areas
• Serving water, coffee, or tea to guests
• Ordering supplies
• Scanning, photocopying, faxing, and filing documents
• Collecting, delivering, and routing mail and hand-delivered packages
• Verifying employee identification and issuing visitor passes

Qualifications:

• CRM and case management software experience a plus
• Possesses outstanding communication skills and sense of empathy
• Sales or customer service experience highly valued
• Skilled with Microsoft Office, especially Microsoft Excel
• Solid data entry, spreadsheet management, and computer skills

Compensation:

$11 - $16 hourly