- Log all incoming calls and emails in our database
- Book consultations via Calendly, manage all Calendly templates and links, and confirm potential clients' attendancE screen for conflicts of interest
- Diligent follow-up using our database and record notes record attorney notes in the CRM system
- Generate fee agreements and invoices and send them to potential clients
- Follow up about engagements
- General office tasks like mail management, research, etc. as needed
- Onboard new clients and set up client files as required
- Work with marketing to optimize the intake glide path
- Follow up with clients post-representation and execute post-representation glide path
- Check-in calls with prospects and existing clients to see how they are
- Process gifts through our gifting program
- Previous experience with CRM and case management software desired
- Previous customer service or sales experience preferred
- Previous legal experience highly valued
- Strong ability to communicate eloquently and empathetically a must
- Strong computer and data entry skills
- You must enjoy talking on the phone. If you dislike the telephone and making calls, this is not the job for you
-
Intake Specialist
2 days ago
Legal Aid Society of San Diego San Diego, United StatesPosition Summary · Under supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectf ...
-
Intake Specialist
3 days ago
Legal Aid Society of San Diego San Diego, United StatesPosition SummaryUnder supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully ...
-
Intake Specialist
4 days ago
Legal Aid Society Of San Diego San Diego, United StatesJob Description · Job DescriptionDescription:Position Summary · Under supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/o ...
-
Intake Specialist
3 weeks ago
Legal Aid Society Of San Diego San Diego, United StatesJob Description · Job DescriptionDescription:Job Title: Intake Specialist · Position Summary · Under supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all the following duties: Greet clients/clinic participants; answer telephone ...
-
Legal Intake Specialist
6 days ago
Trestle Law, APC San Diego, United States· Please note: this is a hybrid position. You will be required to be in the office 2 days a week. You must be in San Diego. · Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed You'll serve as the compassionate voice of ...
-
Intake Specialist
5 days ago
Legal Aid Society Of San Diego San Diego, United States: · **Position Summary** · **About the Organization** · Legal Aid Society of San Diego (LASSD), the largest poverty law firm serving San Diego County since 1953, strengthens our communities by redressing our clients' legal problems, empowering our clients to access and effectivel ...
-
Intake Specialist
2 weeks ago
Hope The Mission San Diego, United StatesPosition Summary · The mission of Hope the Mission (HTM) is to prevent, reduce, and eliminate poverty, hunger, and homelessness by offering immediate assistance and long-term solutions. · The Intake Specialist is responsible for enrollment on individuals experiencing homelessness ...
-
Intake Specialist
1 week ago
AdaptHealth, LLC Chula Vista, United StatesEnters referrals within allotted timeframe as established; meeting productivity and quality standards as established. Answering high volume of inbound calls. Communicates with referral sources, physician, or associated staff to ensure documentation i Specialist, Intake, Healthcar ...
-
Substance Use Intake Specialist
3 weeks ago
Volunteers of America Southwest San Diego, United StatesSubstance Use Intake Specialist · Job Details · Job Location · VOASWC - San Diego, CA · Description · About Us: · Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at ...
-
Intake Specialist
6 days ago
AdaptHealth LLC Chula Vista, United StatesAdaptHealth Opportunity - Apply TodayAt AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about makin ...
-
Substance Use Intake Specialist
3 weeks ago
Volunteers of America Southwest San Diego, United StatesJob Details · Job Location: VOASWC - San Diego, CA · Salary Range: Undisclosed · Description · About Us: · Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at · Job Oppo ...
-
LVN Clinical Intake Specialist
3 weeks ago
Always Best Care Senior Services - San Diego, CA San Diego, United StatesJob Description · Job DescriptionPart time Clinical Intake Specialist position available for qualified applicant that will assist Intake Specialist with referrals, calling Case Managers, Discharge Planners and Physician's offices to obtain orders, H&P's and demographics for new a ...
-
Substance Use Intake Specialist
1 week ago
Volunteers of America Southwest San Diego, United StatesJob Details · Job Location · VOASWC - San Diego, CA · Description · About Us: · Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at · Job Opportunity: · Volunteers ...
-
Intake Specialist, Immigration Services
2 weeks ago
Jewish Family Service San Diego, United StatesPosition Title: Intake SpecialistOrganization: Jewish Family Service of San DiegoDepartment: Immigration Services - Afghan Legal Services ProgramPosition Type: Full-Time hours/week), Non-ExemptWork Setting: OnsiteReports To: Director of Immigration ServicesPay Rate: $18 -$20/hour ...
-
Intake Specialist, Immigration Services
1 week ago
Jewish Family Service San Diego, United StatesPosition Title: Intake Specialist · Organization: Jewish Family Service of San Diego · Department: Immigration Services - Afghan Legal Services Program · Position Type: Full-Time hours/week), Non-Exempt · Work Setting: Onsite · Reports To: Director of Immigration Services · ...
-
Intake & Eligibility Specialist - ELRC 18
2 days ago
Public Health Management San Diego, United StatesIntake & Eligibility Specialist - ELRC 18 · Job Category · : · Intake Specialist/Court L · Requisition Number · : · INTAK006209 · Apply now · Posted : May 7, 2024 · Full-Time · Locations · Showing 1 location · Corp · Philadelphia, PA 19102, USA · Description · PHMC ...
-
Substance Use Intake Specialist
2 weeks ago
Volunteers of America Southwest San Diego, United StatesJob DetailsJob LocationVOASWC - San Diego, CADescriptionAbout Us:Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at Opportunity:Volunteers of America Southwest is looki ...
-
Greenpath San Diego, United StatesREQUIREMENTS · * Pay: Based on varied factors, typically around $17.00 · *Work from home positions are expected to start in August. You'll be trained to handle a variety of calls over the course of your 1st year of employment. · *Fluency in Spanish and English required · *Abi ...
-
Greenpath San Diego, United StatesREQUIREMENTS* Pay: Based on varied factors, typically around $17.00*Work from home positions are expected to start in August. Youll be trained to handle a variety of calls over the course of your 1st year of employment.*Fluency in Spanish and English required*Ability to type 40 w ...
-
Case Manager and Housing Specialist
3 weeks ago
Alpha Project for the Homeless San Diego, United StatesPOSITION TITLE: Case Manager and Housing Specialist · DEPARTMENT: Shelters · REPORTS TO: Supervising Case Manager · FLSA: Full-time, Non-Exempt · BENEFITS: Alpha Project offers a generous benefits package, including 14 paid holidays, paid vacation, sick leave, and 100% employer-p ...
Legal Intake Specialist - San Diego, United States - Trestle Law, APC
Description
Please note:
this is a hybrid position. You will be required to be in the office 2 days a week. You must be in San Diego.
Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings.
In addition to your pay, the firm also offers 100% healthcare paid by the firm, vision and dental paid (75% by the firm), PTO, Paid Sick Leave, approximately 20 company holidays, 401k + up to 4% match, and discretionary profit sharing and performance bonuses.
Responsibilities:
Qualifications:
About Company:
Do you want to work with a boutique, dynamic, woman-of-color-owned, full-service intellectual property law firm with the flexibility to work from home, while helping game-changing professionals use their intangible assets to build a financial legacy?
We are an enterprising intellectual property and business firm that is on track for aggressive growth.
We want to be known for helping our clients leverage their IP to make more money for their families and legacies overall.
