Intake Specialist

Do you want to be a team member that solves clients’ legal problems so they can turn the page to the next chapter of their lives?

We are an entrepreneurial Family Law firm that is on track for aggressive growth and we
need an experienced legal assistant to join our team and work directly with the owners and attorneys to support the team and help our clients.

Family Law problems suck! We want to be known for helping our clients solve their legal problems, so they come out of an extremely emotional process feeling as though they are a better person, in a better position, and that they had a team behind them that really cared and fought for them. We are growing fast, and we need a legal assistant who can hit the ground running.

OVERVIEW:

The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for type of law and conflict of interest, (2) schedule and collect payment for initial consultations, (3) initiate the pre-engagement glidepath, and (4) ensure all leads are properly directed through the intake funnel.

This position will be have the following Task Matrix and responsibilities below:

1. Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
2. Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
3. Schedule qualified leads for initial consultations (sales calls).
4. Initiates the pre-engagement glidepath for all prospects scheduled for a strategy session to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.
5. Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.
6. Prepares the designated attorney with all the information needed for a successful conversation/consultation.
7. Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.
8. Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
9. Update the Firm’s databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.

If the statements below appeal to you, then you may be our next legal assistant!

• You smile when you answer the phone (even in the WFH virtual world)
• You are an amazing scheduler with a sickening degree of attention to detail
• You are very good with Google Workspace (formerly G-Suite), e-mail management, word processing, and the internet
• Your middle name is “No Drama”
• You are an awesome juggler of tasks and can change gears quickly – You do not think
data entry is “beneath you”

Education & Experience

• Prior customer service experience required
• Experience with cloud-based CRM and case management systems (Preferably Clio and Lawmatics).
• Knowledge in the legal industry is an asset
• Education and/or work experience equivalent to a bachelor’s degree
• Spanish speaking an asset
• Real life experience & a few “battle scars” to give you empathy and understanding is an asset. Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.

We love to help people learn and grow. But we don’t have the time for that right now. We need a legal assistant with experience. (some Family Law experience would be a bonus). The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal handholding. This is a full-time job where you are expected to manage your own tasks, existing client questions (or where to get the answers) and support the efforts of the firm active caseload, so you absolutely must be able to work 8:30 AM to 1:00 PM and 1:45 pm to 5:00 pm EST.

If you think you are a great addition to the team, please prepare the following:

o Attach cover letter in PDF format with no more than TWO paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who works with family law clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this posting. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”
o Record and send us a sweet and short introductory video not exceeding 2 minutes. Be yourself!
o Attach your updated CV or resume

Do not send your resume through this website. Email your resume, cover letter in PDF format and introductory video to Click to view. The subject line of the email should your first and last name (all caps), followed by the position you are applying for in lower case. [ For example: JOHN SMITH virtual/legal assistant ]

We look forward to reviewing your application.

APPLICATIONS RECEIVED THROUGH THIS PLATFORM AND DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.