Legal Intake Associate

This is a full-time, in-office position where you will be a critical member of our intake team. The ideal candidate believes that sales is not something you do to someone, but for someone, and is driven to retain new clients. We want a team player who is caring, dependable, and a good listener, but who also aims to ease the concerns of callers. This position is not a typical sales position. You'll manage multiple demands at once, so knowing what matters most - and acting on it - is essential. About the role: This team member is responsible for accurately qualifying callers to determine if assistance can be provided by the firm’s legal team. The position requires conducting intake of prospective new clients (PNC), collecting relevant information, and ensuring a smooth transition to the legal team. Additionally, Intake Associates or Client Engagement Specialists monitor and report intake data, lead quality, and meet targets for legal consultations with firm attorneys. While the intake team member does not provide legal advice, the goal of the position is to analyze if callers are a good fit for our team’s legal services by offering a one-on-one consultation with an attorney. Benefits Generous paid vacation and paid sick time Health and dental insurance with company contribution Retirement plan with company match Short-term disability 11 federal holidays paid during office closures 1 week office closure during December/January holidays so you can enjoy time with family without using PTO Compensation Hourly: $20.00 – $22.00 based on experience. Potential for additional compensation with a bonus structure after completion of training and meeting targets. Responsibilities Intake Conduct intake interviews with potential new clients to determine if their case qualifies for legal assistance Book paid legal consultations for eligible callers Maintain information in the client management database Perform follow-ups with qualified leads Assist with marketing and campaign adjustments to improve lead quality Respond to inquiries and provide additional resources and referrals Assist with the maintenance of intake scripts to collect needed information from callers, which is used to qualify their case Communicate internally with the intake team regarding voicemails, messages, and missed calls for follow-up Ensure a smooth transition from the new caller to the client during the handover process to the legal team Reporting Update designated trackers to report on call volume, lead information, quality of leads, and retained client information to designated individuals Conduct system audits to ensure information is maintained with the most relevant status in the pipeline and field completion Assist other designated team members with tracking necessary data points Qualifications Position Requirements Bilingual (Spanish/English) Sales experience Strong organizational and technology skills with the ability to manage multiple databases Exceptional writing, grammar, and communication skills with a strong attention to detail and care in handling confidential information Professional, client-focused, and compassionate attitude Preferred Qualifications Previous experience with Monday.com and GoHighLevel databases Experience in immigration legal sales or legal intake experience #J-18808-Ljbffr WizeHire, Inc