Legal Intake Specialist: Turn Consultations into Cases

NextLaw PLLC; Tacoma (WA); Vor Ort; USD 52.000 - 70.000; Vollzeit

Benefits dieser Stelle

Full medical benefits (includingDepend

Dental and vision coverage

Four weeks annual PTO

Sick pay per state law

401(k) with 4% employer match

Paid parking

Zusammenfassung

NextLaw PLLC, Tacoma's growing criminal and injury law firm, seeks an Intake Specialist to be the first contact for clients, shaping their experience with empathy and efficiency.

You will manage 10-15 intake calls daily, qualify leads, and coordinate with attorneys to convert consultations into signed cases, while maintaining meticulous records in Clio. A Spanish-speaking candidate is highly valued and a path to leadership awaits.

Qualifikationen

• Minimum 1–3 years of experience in a legal intake environment, preferably PI or criminal.
• Proven ability in objection handling and ethical sales practices.
• Strong organizational, note-taking, and follow-through skills.
• Bilingual Spanish is a valuable asset.

Aufgaben

• Handle 10–15 intake calls daily for criminal and personal injury cases.
• Conduct confident consultation calls to qualify leads and convert interactions into signed cases.
• Address pricing and payment plan concerns with client-centered solutions.
• Send post-call follow-ups and help improve the follow-up system (templates, cadence, messaging and assets).
• Maintain accurate records and track leads in Clio.
• Collaborate with attorneys and staff for timely updates and better team synergy.
• Refine the intake process through training and best practices.

Kenntnisse

Intake experience

Sales skills

Communication skills

Multitasking

Problem solving

Learning mindset

Bilingual Spanish

Tools

Clio CRM

Jobbeschreibung

NextLaw PLLC, Tacoma's growing criminal and injury law firm, seeks an Intake Specialist to be the first contact for clients, shaping their experience with empathy and efficiency.

You will manage 10-15 intake calls daily, qualify leads, and coordinate with attorneys to convert consultations into signed cases, while maintaining meticulous records in Clio. A Spanish-speaking candidate is highly valued and a path to leadership awaits.