Remote Intake Specialist

Job Description

REQUIREMENTS

• Fluent in English and Spanish.
• Experience in intake role, customer service, or sales. Prior law firm experience is a plus but not required.
• Extremely comfortable answering calls and speaking with clients and encouraging them to retain the attorney.
• Independent, initiative-taker with excellent problem-solving and analytical skills.
• Proactive, can-do attitude, with great follow-through and resourcefulness, along with attention to detail.
• Stable, high-speed Internet connection in your chosen place of work.
• Excellent quality computer for your own dedicated use, and good computer skills.
• Working hours are flexible but candidates must be available for work within the hours of Mon-Fri 6AM – 6PM Pacific.

RESPONSIBILITIES

• Answer calls and respond to e-mails from potential clients to schedule an initial consultation with an attorney.
• Observe consultations with attorney and potential clients to prepare retainer, invoice, and assist clients through the retaining and payment process.
• Communicating with clients and lawyers by phone and video conference to provide updates on case statuses or answer questions about procedure.
• Facilitate a professional introduction and transition to the legal team once the case has begun.
• Update CRM system with details of all interactions with prospects and clients in a timely manner.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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