Intake Specialist

NextLaw is the Northwest’s fastest growing and highest rated Criminal and Injury Law Firm, founded by former prosecutor Dan Gerl. We handle a wide range of legal issues including DUI, criminal defense, personal injury, and wrongful death. Our mission is to ensure the best possible client experience and results, prioritizing the unique perspective of each client to create strategic, winning plans. With offices in Tacoma and Olympia, we are deeply committed to and embedded in our community. Responsibilities Client Engagement: Handle 10-15 intake calls daily for criminal and personal injury cases, ensuring each call is informative and engaging. Consultation Management: Conduct consultative calls to qualify leads, build rapport, and convert interactions into signed cases. Objection Handling: Address pricing and payment plan concerns, offering solutions aligned with client needs and firm policies. Follow-up Excellence: Send post-call follow-ups using firm videos and assets to maintain engagement and improve conversion rates. Help build and continuously improve our follow-up system (templates, cadence, messaging, and assets) so leads don’t fall through the cracks. Systems Management: Maintain accurate records and track leads in Clio, Lead Docket, and Filevine systems; utilize tools effectively. Collaboration: Work closely with attorneys and staff providing timely updates and enhancing team synergy. Process Improvement: Continuously refine the intake process using training and best practices to boost efficiency and effectiveness. Qualifications Intake Experience: Minimum 1-3 years in a legal (preferably PI or criminal) setting, handling client intake processes. Sales Skills: Proven ability in objection handling and ethical sales practices, with confidence in discussing payment plans. Tech Proficiency: Familiarity with Clio, Lead Docket, and Filevine systems is preferred. Communication Skills: Excellent organization, note-taking, and follow-through with strong verbal and written communication. Multitasking Ability: Capable of managing multiple leads and tasks simultaneously, effectively prioritizing as needed. Problem Solving: Proactive approach in identifying problems and implementing innovative solutions. Learning Mindset: Open to continuous improvement and self-education to enhance skills and productivity. Bilingual Capability: Spanish fluency is a valuable asset in serving a diverse client base. Benefits High-Impact Role: Your work will have a significant impact on the firm’s growth and client satisfaction. Autonomy and Ownership: Opportunity to shape and improve the intake function, making it uniquely yours. Career Growth: Clear pathway to advance into leadership roles within the intake department. Learning Environment: Access to premier training resources and encouragement to innovate with support from firm leadership. Comprehensive Benefits: Full medical benefits, including dependents, along with dental and vision coverage. Generous PTO: Four weeks annual paid time off, with additional sick pay according to state law. Retirement Savings: 401(k) plan with a 4% employer match, fully vested from day one. Paid Parking: Covered parking provided for all employees. This is more than just an intake specialist position – it is a chance to shape the future of client engagement at NextLaw. If you are motivated by meaningful challenges, ready to collaborate with a team of dedicated legal professionals, and eager to drive the firm’s growth and success, we invite you to apply. #J-18808-Ljbffr