Legal Intake Specialist

Legal Intake Specialist

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.

We are looking to add an outgoing and energetic individual to our team to assist with evaluating potential cases and clients to determine if they are suitable for our firm.

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: $12.00 - $14.00/hour

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.

• 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

Special Requirements: Highly prefer bilingual candidate who speaks Spanish and English.

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.

• 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