Legal Intake Specialist

Wilson Legal; United States; Remote; USD 40,000 - 70,000; Full time

Job summary

An entrepreneurial law firm is seeking an Intake Specialist to enhance client experiences through exceptional service and empathy. This role involves building rapport with clients, triaging needs, and supporting the sales team. The firm values accountability, teamwork, and continuous improvement, fostering a positive work environment. Ideal candidates will have strong communication and organizational skills, with a commitment to professional development. Join a dynamic team dedicated to making a difference in clients' lives and enjoy competitive benefits, including health coverage and generous paid time off.

Benefits

Competitive Salary

Comprehensive Health Benefits

401(k) with Firm Contributions

Generous Paid Time Off

Qualifications

• 5+ years of customer relations experience with a focus on empathy and patience.
• Proficiency in office software and online applications is essential.

Responsibilities

• Conduct initial client intake using scripts and identify client goals.
• Provide reports on client feedback and assist with marketing suggestions.

Skills

Communication Skills

Organizational Skills

Problem-Solving Skills

IT Skills

Education

High School Diploma

Bachelor's Degree

Tools

CRM Software

Office Software

Job description

We are not your typical small law firm. Our entrepreneurial law firm is poised for aggressive growth, and we’re looking for an Intake Specialist who can hit the ground running to give callers and visitors an outstanding customer service experience.

Our Intake Specialist will build relationships with people who contact our firm seeking help with legal or personal crises. Success in this role requires empathy, experience, and skill. You will play an integral role in creating memorable experiences for potential clients. We are committed to finding the right fit for our team. If this resonates with you, it may be your ideal job.

We value accountability, dependability, communication, camaraderie, and a positive work environment. Our core values include Teamwork, Integrity, Excellence, and Innovation. We foster a culture of learning, growth, and continuous improvement, always striving to enhance our service quality and streamline procedures.

If you thrive on honing your skills and are passionate about delivering excellent customer experiences, this could be the right place for you. We provide regular feedback and support your professional development. Our team from receptionists to leadership is dedicated to mutual growth.

Who we are looking for

An Intake Specialist who supports our business by developing rapport with potential clients through initial contact. Responsibilities include triaging client needs, offering solutions, scheduling meetings with our Client Engagement Specialist, inputting lead information into our CRM, and preparing data for the sales team.

Benefits

• Competitive salary based on experience
• Comprehensive health benefits
• 401(k) with firm contributions
• Generous paid time off, including holidays

Responsibilities

1. Initial Client Intake: Use scripts to learn about clients, ask questions, identify goals, and offer solutions. Schedule meetings and organize follow-up activities.
2. Connecting with Our Audience: Provide weekly verbal and monthly written reports on client feedback and marketing suggestions. Identify new deliverables to assist clients.
3. Administrative Support: Assist with policies, procedures, and draft SOPs related to intake processes.
4. Reception Backup: Support reception as needed.

Qualifications

• Confidence, communication, organizational, and IT skills
• Resilient problem-solving and 5+ years customer relations experience
• Understanding of business principles and attention to detail
• Proficiency in office software and online applications
• Positive attitude
• High School Diploma required; BS preferred

We work with clients experiencing stress, anxiety, and other emotions, so empathy and patience are essential. Training will be provided on legal matters, lead tracking, and scheduling systems.