Legal Intake 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

About The Law Firm of Randall & Johnson

The Law Firm of Randall & Johnson is a specialized law firm serving clients with California legal needs with its roots in Southern California. With a presence in California and Utah, we provide employment relief and focused criminal law representation with quality client support and service.

We are advocates for the less fortunate and disadvantaged.

As a founder and owner-run business, we strive to make the workplace a friendly and supportive environment where you enjoy working with your co-workers and serving our clients.

We are also a diverse and adaptable group of professionals who value self-starters, problem-solvers, and time-savers and who leverage technology to better support and serve our clients across the state of California and throughout the United States.

About the Position:

This role is an important part of our intake/sales team. Some of the responsibilities include handling the following:

• Initial contact:Answer calls and emails from potential clients, answer initial questions, and make them feel comfortable.Volume of 40-50 leads per day.
• Information gathering:Collect essential client details and information about the legal issue, such as personal details, case specifics, and relevant documents.
• Case evaluation:Screen potential cases to determine their viability and whether they align with the firm's practice areas and expertise.
• Make Sales Pitches: Pitch packages to clients and boldly make sales.
• Collect Payments: Collect payments from new clients, send contracts, and set up online client accounts.
• Scheduling:Schedule initial consultations and appointments between clients and the appropriate attorneys.
• Record keeping:Accurately record and maintain case details in the firm's system.
• Communication:Maintain communication with clients and leads, providing updates and addressing concerns as needed.
• Flexible: Be flexible and able to assist the team with additional services as needed

Hours: Full time (40 hours per week)

• M-F - must be available from 8:00 am - 6:00 pm. You will be scheduled to work 8 hours per day.
• Current schedule requires 3 days in office, with 2 days remote. This may adjust in the future or based upon a decision at the time of hiring based upon where you live.

Location Requirements:

• You must live in one of the following areas: Utah County, Utah; Salt Lake County, Utah; Orange County, California; Los Angeles County, California; Riverside County, California; San Bernardino County, California; San Diego County, California or, potentially, within the State of Virginia. If you live in California, you should plan on commuting to Orange County regularly. If you live in Utah, you should plan on commuting to Utah County regularly. If you live in Virginia, it would be a fully remote position, although some travel would be required to either Utah or California.

Benefits

• Competitive bonus structure
• Sick leave
• Paid time off
• Paid holidays
• Retirement plan with employer matching at Guideline (a top notch, low fee 401K provider)
• Hybrid work (home and office)
• Health/Dental/Vision insurance plans with dependent benefits (UHC and Guardian) with competitive employer contributions.

Required Qualifications:

• Bachelor's degree and/or Paralegal Certificate preferred
• Mastery of the English and legal language, both written and spoken
• Desire to help people move forward from their pasts
• 1-5 years of experience in a fast-paced position which requires managing multiple tasks and providing polished writing products preferred.

Required Skills:

• Strong computer and internet skills including knowledge of Microsoft Office, including Word and Excel.
• Able to adapt to use our CRM software
• Affable disposition who enjoys team camaraderie. Honest, trustworthy, hardworking.
• Self-starter, ability to prioritize, stay on task, and work independently.
• A problem solver who strives to reduce the workload on others by finishing tasks without leaving loose ends.
• Goal-oriented and efficient, while remaining thorough and accurate.
• Ability to work independently, manage large workloads, and keep deadlines

Necessary Equipment:

• Access to stable high speed internet (required for working hybrid)
• Valid driver’s license