Phone Intake Person

LAM LEGAL – TRIAL LAWYERS is a progressive, growing law firm, seeking a Virtual Assistant – Phone Intake Person, with strong English interpersonal communication skills, with extensive experience in picking up phone calls and following up with potential clients.

Please note the job conditions at the bottom of this listing before applying. Please submit your Resume if you are interested in this position. Chinese language is a strong asset.

The duties will include:

– Receiving all incoming calls
– Call and continue to follow-up with all leads that have not been spoken to
– Receiving leads via email and contacting them as fast as possible
– Managing the CRM system of clients, setting it up for proper follow up procedures
– Obtaining information from all potential clients with a script
– Filtering the leads into whether they should be pursued or dropped
– Booking appointments with qualified leads into lawyers’ calendars
– Conducting conflict checks of the sales leads and obtain IDs prior to consultation
– Follow up with consultations to ensure they have the information (address, billing info, etc.) and are attending the consultation
– Revising retainer agreements with lawyer’s input
– Repeated follow up with all leads after attending consultation
– Answer leads questions about consultation
– Assist with billing for the consultations – inputting into accounting software and sending bill to client
– Responding to website inquiries
– Answering the leads questions over e-mail before it reaches the lawyer (whenever possible)

Potential future tasks might include:

– Providing quotes to the leads based on their case
– Filtering leads or securing client retainers without booking a consultation with a lawyer
– Upkeeping company’s marketing strategy, including Google Ads and SEO

This is a full-time, 8 hours per day, Monday – Friday, salaried position with bonuses on top of fixed salary for a certain number of successful leads converted to clients. Please note that this position requires working remotely 8 am – 4 pm Pacific Time (Vancouver, BC, Canada) and 100% stable high speed internet to receive all the phone calls. Some afterhours and weekend work may occasionally be required.

We would like to thank all the interested candidates that have applied, but please note that only the shortlisted candidates will be contacted due to high volume of applications.