- Are you up for a challenge?
- Are you a fast learner?
- Do you enjoy helping people?
- Can you be an asset to our team?
- Ability to think outside of the box;
- Excellent customer service skills;
- Excellent decision-making skills;
- Prefer a minimum of 1 to 2 years of customer service experience;
- Must have excellent verbal & written communication skills;
- Positive attitude
- Answer/Respond to all potential client leads by phone or email.
- Communicate with all potential clients to gather relevant information related to the potential client's possible personal injury or employment law claim.
- Enter all information from Potential client in Clio Grow or other relevant CRM;
- Prepare attorney for all consultations;
- Assist with scheduling all consultations and meetings;
- Identify and escalate priority issues and route calls to the appropriate person;
- Complete all assigned tasks;
- Participate in all required meetings;
- Explain representation agreement, attorney fees and services to new clients;
- Handle case set-up to include:
- Data Entry into Clio-Grow and Export to Clio, if lead is converted;
- Client folder;
- Request Police reports;
- Requests medical and billing records;
- Attach photos and/or documents received from potential client;
- Sending clinic referrals;
- Sending Fee Agreements to potential clients for signature
- Set up initial treatment appointment with physicians on personal injury cases.
- Locate clinic providers outside of our general provider list and occasionally send LOP's to friendly medical providers.
- Serve as a contact for client communication prior to client being assigned to a Case Manager or other staff member.
- Convert phone leads into Firm sign-ups and maintain quota related to personal injury cases and employment law cases.
- Assist with client communications on ongoing matters, as needed or assigned by the firm
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Legal Intake Specialist - Arlington, United States - The Law Office of Lantis G. Roberts, PLLC
Description
The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs.Position: LEGAL INTAKE SPECIALIST - Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter.
Compensation: $ $14.00/hour
Firm Website: and
Hours: Full-time temporary position. 32+ hours per week. Must be available to work during regular business hours Monday - Friday from 8:30am - 5:30pm. Some weekends and evening hours may be required based on the needs of the firm.
Job Requirements: All candidates are required to pass a criminal background check and pre-employment drug screening.
Documentation Requirements: Cover Letter and Resume.
***NO RECRUITERS and NO PHONE CALLS***
Essential Duties and Responsibilities: Legal Intake Specialist work in a call center environment answering incoming calls to vet potential clients to determine if the firm can assist them
Legal Intake Specialist Job Duties: