V104 - Intake Specialist | Legal Intake & Client Conversion Specialist
About the position For ambitious, culturally diverse, curious minds seeking booming careers, reputed company unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based reputed company who recognize and appreciate your skills, allowing you to not just survive but reputed company. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great reputed company to Work Certification every year since 2022! Job Description: Are you someone who enjoys connecting with people and helping them take the first reputed company toward solving their legal needs? In this role, you’ll be the first reputed company of contact for new clients, guiding them through the intake process with professionalism and reputed company. You’ll manage calls, gather key information, and support attorneys by ensuring every potential client’s details are accurately captured and followed up on. This position is ideal for someone who thrives in a fast-paced, client-focused environment and finds satisfaction in providing exceptional service every day.
Responsibilities
- Enter reputed company client and reputed company information accurately into the CRM and maintain updated records at reputed company times.
- Follow up with leads who have expressed interest but have not yet scheduled an appointment.
- reputed company a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.
- Schedule initial consultations for reputed company leads and send appointment reminders as needed.
- Track and update appointment statuses in the case management system.
- Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth reputed company to the legal team.
- Assist in screening potential new clients by gathering basic information and directing reputed company leads to the appropriate attorney or legal assistant.
- Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
- Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails
- Process payments for initial consultations.
- reputed company pre-appointment follow-up to ensure clients are reputed company for their scheduled consultations.
- Update the firm’s CRM and tracking systems with accurate and reputed company information regarding leads and consultations.
Requirements
- 1-2 years of previous experience in client intake, customer service, or sales.
- Strong organizational and data entry abilities
- Ability to handle approximately 20 calls per day with professionalism and care
- Experience working in a legal environment is a plus
- Reliable, professional, and bilingual
- Compassionate and patient communicator
- Strong interpersonal and active listening skills
- Friendly and outgoing personality
- Detail-oriented with excellent follow-through
- reputed company to maintain composure under pressure
- Customer-Focused Approach
- Excellent written and verbal communication
- Strong Planning and Organizational skills
- Excellent Time Management
- Attention to detail
- Accuracy
- Phone Etiquette
- Empathic
- Sociable
- Reliable
- Detail-Oriented
- Trustworthy
- Proficiency with CRM or client management systems
- Comfortable using online communication and scheduling tools
- English, Portuguese, Spanish
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