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    Legal Intake Specialist at - Dallas, United States - Blue Sky Legal

    Blue Sky Legal
    Blue Sky Legal Dallas, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Job Title: Legal Intake Specialist

    Company: Intake Engine (a Blue Sky Legal Company)

    Location: Remote, U.S.

    About Intake Engine:

    Intake Engine is an innovative startup launched by seasoned legal industry experts committed to delivering premier legal intake services. As a company powered by a highly experienced team, we are privileged to support top law firms across the nation. With our entire operation based in the U.S., we offer a unique opportunity to contribute to a high-growth company that's making a significant impact for claimants across various legal practice areas.

    Position Overview:

    Join us as a fully remote Legal Intake Specialist, focused on making great first impressions as the voice of our customers. This part-time role involves empathetically and professionally handling incoming phone calls, managing digital inquiries, conducting initial screening, and guiding potential clients through our intake process. We're looking for someone who is not only skilled in communication but also excels in creating a positive and client-centered experience. Our ideal candidate may have previous experience in legal intake or as a sales development representative, setting consultations and obtaining signed contracts.

    Intake Engine's Available Shifts:

    • 4 Hour Shifts: 8AM-12PM, 9AM-1PM, 12PM-4PM, 1PM-5PM, 4PM-8PM CST
    • 2 Hour Shifts available upon request

    Key Responsibilities:

    • Client Communication: Engage with potential clients via phone, email, and text message to gather potential case information and utilize internal systems to determine next steps.
    • Intake Management: Be responsive, empathetic, and thorough during the intake process, ensuring all potential client information is meticulously collected and organized in our proprietary software.
    • Preliminary Assessment: Evaluate the potential of incoming cases and direct inquiries to the appropriate legal professionals based on clear criteria provided by our clients.
    • Documentation: Maintain precise records of potential client interactions and decisions.
    • Caller Education: Inform potential clients about our client's services, processes, and fees.
    • Team Collaboration: Work closely with legal teams to ensure seamless case transitions.

    Qualifications:

    • Bachelor's degree in a related field preferred.
    • Experience in legal intake or customer service roles beneficial.
    • Exceptional communication and interpersonal skills.
    • Detail-oriented with stellar organizational capabilities.
    • Capable of thriving in a dynamic, fast-paced environment.
    • A basic grasp of legal terminology and processes.
    • Bilingual abilities are a significant plus.

    Why Join Us?

    • Flexible Work Hours: Catering to your lifestyle with varied shift options.
    • Fully Remote: Work wherever you have a reliable internet connection and quiet space.
    • New and Innovative Company: Be part of a company focused on reshaping the landscape of legal intake and client experience.

    Intake Engine is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.

    Available shifts and compensation: Available shifts all days except Sundays. Compensation is $ $21.25/hour.

    About Blue Sky Legal: Blue Sky Legal is looking for an individual to join our team. Our ideal candidate is self-driven, motivated and trustworthy. Learn more about us at


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