Legal Intake Specialist

Our clients’ law company is made up of 30 full-time team members. They have 22 US-based team members and 8 offshore staff. They are approachable, caring, friendly, and supportive people who want to see others succeed! The company has over 6,000 active cases and approximately $8 million in revenue this year. The law firm began in 2019 and became a national referral-based law firm in 2020. They are 100% remote.

This is what they share about their team:

“We have built a wonderful, cohesive team who work well together and trust each other to follow through on what we say we’re going to do. Our team is excited to get up and go to work every day and we reward hard work. Our Visionary is an engaging, positive, all-around great boss who is amazing to work for, and who wants the person in this position to think, “I want to be on this rocket ship!” The culture here is EVERYTHING! We’re upbeat, we enjoy our jobs, and when conflicts arise, we talk through them and walk away with happy resolutions.

Our clients’ core values:

? Upbeat personality

? Reliable

? Always Improving

? Committed to the Organization

Mission of Legal Intake Specialist:

Our clients’ law practice is rapidly growing and seeking a full-time legal intake specialist to join their team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry. They’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

This is a good fit for you if:
You are an outstanding communicator
You have great English
You are outgoing and love people
You have experience as a legal intake specialist
You are a happy and excited person
You are extremely reliable
You are an active listener
You are detail-oriented
You want a positive and drama-free culture

This is NOT a good fit for you if:
You are not a fast learner
You do not have good computer skills
You do not have access to strong wifi
You do not show up consistently on time
You do not enjoy being on the phone
You do not take your job seriously
You do not enjoy taking feedback or growing
You do not want only one full-time client

Perks:
Health insurance
Dental insurance
Mental health insurance
Great starting salary
Growth opportunityYou will have weekly team meetings, 1on1 meetings, and quarterly meetings where you will be supported by your direct supervisor
Prizes and bonuses
All forms of client communication will be evaluated and scored. Intake Specialists will be eligible for quarterly incentive bonuses based on individual and team performance

Specifics:
Time
Full time, EST time zone Be available during business hours to communicate responsively with your direct supervisor and teammates
Working hours will follow a flexible schedule, amounting to 40 hours per week. This flexibility will be available anytime between Monday and Sunday from 9:00am – 9:00pm EST.
This is a remote position so you can have the freedom to work from anywhere

Miscellaneous
Attire – business casual when in meetings
Professional setup
Clean background
Good camera
Good lighting
Great microphone (if you don’t have one, you will be reimbursed)
Strong wifi

Compensation$14,400/year
Expectations for Performance:

In your first 30 days on the job:
You will have a great training process for the first 30 days. In the first 2 weeks, you will be in an intensive training program with a few other new team members. You will be in a cohort going through a laid-out training program that talks about the cases, the culture of the company, their EOS model, and other important pieces to the job. In the next 2 weeks, you will be shadowed by an experienced team member while you practice calls, handle potential clients via Instagram, look at web forms, and directly learn from someone in the legal intake position.

Then you will slowly ramp up. They will help you to understand how to handle the call properly, and how to pass clients to correct routes while making sure you are reliable and performing your duties well on your own.

Outcomes // KPI’S:

You will screen incoming potential client phone calls to make sure the case falls within the scope of the firm while helping the caller feel heard and understood

You will collect and document essential information from clients, such as:
personal details
contact information
case types
any other relevant data specific to the client’s needs.

Handle conversations via phone call or on social media

You must be able to organize information from clients accurately

You will help foster prospective client streams by providing input into awareness and law firm partnership initiatives alongside the marketing team

You must meet quality standards established by the organization.

Consistently show up on time for your shifts

Communicate ahead of time if you will be unavailable due to sickness or emergency

Qualifications:
Previous experience in a legal intake call center or customer service call center
Background in the legal industry preferred
High school diploma or equivalent required; Bachelor’s degree preferred
Firm knowledge of spreadsheet and data management, as well as computer skills; Preferably salesforce
Previous experience with CRM and case management software desired
Possesses outstanding communication skills and a sense of empathy
Great English – written and orally

If this sounds like a great fit for you:
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