- Handle inbound phone calls, set appointments, and screen prospective clients.
- Track and monitor potential new client inquiries through various channels.
- Assist with answering customer inquiries, routing them to the proper contact or department.
- Accurately log client information into the software database system.
- Assist attorneys with administrative tasks related to opening new cases.
- Conduct prospective client interviews with genuine empathy and compassion.
- Review every contract signed, including retainer and payment arrangements.
- Ensure proper documentation is present for all contracts.
- File contracts through a systematic process.
- Prepare contract summaries and issue lists for attorney review if applicable.
- Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
- Maintain computer contract database.
- Bilingual (English/Spanish) with written and verbal proficiency.
- At least 2 years of experience in intake, preferably in the legal field but not required.
- Case management software experience is a major plus.
- Great interpersonal skills, patience, and proactivity.
- Ability to manage multiple responsibilities and prioritize tasks.
- Excellent customer service attitude in fast-paced environments.
- Excellent written and oral communication skills.
- Good organizational skills with the ability to multitask.
- ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY.
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The Matian Firm, APC Sacramento, United StatesJob Description · Job DescriptionThe Matian Firm is looking for a JR. Client Intake/Contracts for Legal Sales. In this role one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The JR. Client Intake/ ...
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Jr. Client Intake/Contracts - Sacramento, United States - The Matian Firm, APC
Description
The Matian Firm is looking for a JR. Client Intake/Contracts for Legal Sales. In this role one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The JR. Client Intake/Contracts for Legal Sales is also responsible for reviewing every contract signed including but not limited to retainer and payment arrangements for all departments We help represent the Spanish speaking population, thus fluent bilingualism in Spanish is required.
Responsibilities:
Here at the Matian Firm, APC we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan. Some perks include catered lunches, complimentary parking, paid time off, and more Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.
The Matian Firm, APC is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
