Intake Support Specialist
hace 3 semanas
Overview Do you excel in English and are ready to help guide potential clients from their first interaction with our firm? As an Intake Specialist, you will connect with individuals seeking legal help, assist them with their initial questions, and prepare them for receiving top-quality legal support. You will be a key communicator, a supportive ally, and a detailed planner, making sure every potential client feels listened to, appreciated, and confident in our dedication to their case. Join us and make a significant difference in our clients' lives through meaningful conversations. Responsibilities Manage new client engagements using our standard procedures to screen and prioritize inquiries, smoothly transitioning them to consultation. Handle document management by securely receiving and analyzing client documents, using technology to prepare cases for review. Coordinate client follow‑ups and work closely with the litigation team to move qualified cases forward. Improve our intake processes by using feedback and analytics to enhance efficiency and client satisfaction. Master technology tools like AI and CRM systems (HubSpot) to optimize operations and improve client interactions. Qualifications Experience in a law firm, preferably in client intake. Fluent in both English and Spanish, with the ability to engage a diverse client base effectively. Strong analytical and organizational skills, proven ability to handle complex information. Tech‑savvy, experienced with CRM tools (like HubSpot) and document management systems. Excellent communication skills, able to explain complex legal concepts in simple, clear terms. Location Remote. Schedule Full-time, 8:00 AM - 5:00 PM Central Time, Monday through Friday. Languages Required Fluent in English. #J-18808-Ljbffr
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