Intake Specialist

The Intake Specialist is responsible for conducting in-depth consultations, assessing client needs, and guiding them toward the right legal services with professionalism, empathy, and clarity.

Requirements

• Learn, memorize, and research the case types we offer at the firm based on Attorney's guidelines.
• Conduct one-hour interviews with potential clients and initiate a potential case type based on the Attorney's direction, training, FAQ documents, and other communications.
• Lead Interviews with approved sales scripts and empathy to build rapport with potential clients.
• Review case pricing with clients and determine their best payment option to start a potential case type. Involve the Intake Manager or Intake Assistant Manager to approve manager specials or payment plans.
• Educate clients on the benefits of partnering with our firm and the payment options available to them.
• Convert potential leads into admitted clients based on benefits and values of each case type.
• Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm.
• If eligible, based on client's initial down payment, this individual is responsible for scheduling the sign-up appointment.
• Responsible for sending contracts to clients following down payment.
• Stay up to date on weekly legal training with firm attorneys.

Benefits

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Voluntary Accident Insurance
• Voluntary Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription