Legal Intake Specialist

Katie L. Lewis, P.C. Family Law; Dallas (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Join a rapidly-growing law practice as a full-time Legal Intake Specialist! This rewarding role involves connecting with prospective clients, managing their onboarding, and supporting attorneys in their schedules. You will thrive in a supportive environment that values personal and professional growth. If you have a passion for helping others and possess strong communication skills, this is the perfect opportunity for you to make a difference in clients' lives while advancing your career. Embrace a role where your contributions truly matter and join a passionate legal team today!

Benefits

Paid time off

Health insurance

Dental insurance

Vision insurance

Short-term disability

Long-term disability

Life insurance

Paid holidays

401k with employer matching

$100/month cell phone reimbursement

Qualifications

• Outstanding communication and empathy skills are essential.
• Experience with CRM and case management software is a plus.

Responsibilities

• Manage new client onboarding and data entry efficiently.
• Evaluate prospective client inquiries and ensure they feel heard.
• Organize attorney schedules to foster caseload growth.

Skills

Communication Skills

Empathy

CRM Software

Microsoft Office Suite

Attention to Detail

Customer Service

Legal Experience

Tools

Case Management Software

Excel

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
• $100/month 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.

Basic Duties:

• 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.
• Previous customer service or sales experience preferred.
• 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).

Compensation:

$50,000 - $75,000 yearly