Intake Specialist

Have you always wanted to work in a small office where you are not just an employee but an integral part of a TEAM? Do you love working with people and building the best client experience through compassion, guidance, and support? Have you ever had an interest in a career in criminal justice? Do you want a job where you can actually HELP PEOPLE?
Well, we have a job for you!

Rose Legal Services LLC is a thriving criminal defense and DWI law firm in St. Louis, MO. We are a team of attorneys who dedicate our practice exclusively to representing people who have been charged, arrested, or investigated for a crime. We also handle closely related civil litigation, such as expungements, driver’s license cases, and orders of protection. We endeavor to obtain the best possible outcomes for our clients and to provide an excellent client experience. Most of all, we believe in SECOND CHANCES.
Our firm culture is built around our CORE VALUES, which we require all employees to adopt. These include:
• We intend to act with Uncompromising Integrity in everything we do. We love the television show Better Call Saul! But we also know that Saul Goodman is a joke – not an aspiration.
• We Care. About our clients, their legal issues, their records, and their futures. About each other. About the firm and our office, equipment, software, systems, and policies.
• We believe in Teamwork. We focus on the best interests of our clients, the firm, and each other. We do not focus on our personal best interests, personal agendas, or “turf.”
• We embrace a Growth Mindset. We work on our game. We educate ourselves about how to become better and more efficient at what we do. We embrace new technology.
• We are Relentlessly Focused on the Client Experience. We are a business whose product is criminal defense legal services. We recognize that successful businesses today are hyper-focused on the client experience.
Our main office is located in Sunset Hills. We have a small satellite office in O’Fallon, MO, and we have plans to expand to Illinois.

We are seeking an additional full-time Intake Specialist to join our team remotely. We are interested in paralegals with experience, new paralegals who recently obtained their certification (or are working toward their certification), and anyone with a demonstrated interest in criminal law, with or without experience. Prior sales experience is especially helpful. A Paralegal Certificate is NOT required, but a passion for criminal defense and helping people IS.

Intake Specialists are the first point of contact with the firm and the only opportunity to make a great first impression. Intake Specialists politely greet all callers with care, understanding and empathy and begin the intake process for leads. This requires obtaining information and documents from the lead, inputting everything in our intake software, and scheduling a consultation with one of our attorneys. The Intake Team must always be friendly, knowledgeable, and diligent as they work with leads to become clients. The responsibilities for this position include the following:
• Answering inbound calls and conducting the initial intake for prospective clients
• Receiving and responding to lead telephone calls, e-mail messages, text messages, online form submissions, and chat widget engagements
• Managing and utilizing our lead intake software
• Drafting and sending Legal Services Agreements, Automatic Payment Authorization Forms, and Personal Guaranty Agreements
• Scheduling and confirming lead consultations with the attorneys
• Maintaining contact and following up with pending leads
• Meeting with your team on a daily basis to review new policies, workflow, and priorities
• General office support/administrative duties, as needed

The ideal person to fill this role will be energetic, organized, and dependable, with a positive attitude, who is eager to learn. Other requirements include:
• Excellent with computers and technology, including Word, Excel, database software, and Outlook
• Outstanding on the telephone
• Terrific data entry skills
• High attention to detail
• Professional demeanor and good people skills
• Good time management and problem-solving skills
• Strong organizational and follow-up skills
• Ability to work well independently but more importantly as part of a team
• Ability to exercise flexibility, initiative, good judgment, and discretion