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Legal Intake Specialist
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Job Description
- Req#: 313151
Employer Industry: Legal Services
Why consider this job opportunity:
- Career development opportunities with training and resources for growth into a non-attorney sales role
- Work in a dynamic, supportive, and passionate legal team
- Contribute to a boutique, woman-of-color-owned intellectual property law firm
- Enjoy the flexibility to work from home
- Make a meaningful impact on clients' lives every day
- Engage with a close-knit team of dedicated legal professionals
What to Expect (Job Responsibilities):
- Engage with prospective clients, empathizing with their situations and ensuring they feel heard
- Manage the onboarding process for new clients, including data entry and file setup
- Book and confirm consultations, maintaining lawyers' schedules
- Follow up with prospective clients, generate fee agreements, and facilitate smooth client engagements
- Collaborate with the marketing team to optimize client intake processes and foster new client streams
What is Required (Qualifications):
- High school diploma or equivalent required; Bachelor's degree preferred
- Outstanding communication abilities and a sense of empathy
- Previous experience in customer service or sales preferred
- Proficiency with Microsoft Office, especially Excel, and strong computer skills
- Must enjoy talking on the phone and making calls
How to Stand Out (Preferred Qualifications):
- Previous legal experience is highly valued
- Experience with CRM and case management software desired
- Excellent verbal and written communication skills
#LegalServices #CustomerService #CareerDevelopment #RemoteWork #EmpathyInAction
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