Answer incoming calls promptly and professionally.
Conduct basic client intake by collecting caller information and case type.
Maintain accurate call logs and client notes in the firm's CRM.
They are a personal injury law firm specializing in serious injury cases. Their team includes attorneys, paralegals, and support staff committed to providing high-quality legal services.
Respond to client calls using CRM software, addressing concerns with empathy.
Resolve complex financial situations with subject matter knowledge, documenting discussions.
Present settlement proposals to clients and guide them toward their financial goals.
National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt, establishing itself as a trusted debt relief provider. With a team-oriented environment, they focus on employee success and growth through mentorship and leadership programs.
Consult and enroll clients into debt relief programs or recommend options.
Document client discussions using Salesforce.
Meet performance criteria set forth by the management team.
National Debt Relief, founded in 2009, aims to help consumers deal with debt and is a trusted consumer debt relief provider. They've assisted over 450,000 people settle over $10 billion of debt, promoting a healthier financial lifestyle.
Serve as the client liaison for all incoming intake calls to the organization in a welcoming, energetic manner.
Demonstrate knowledge of organizational structure and criteria to clients, providing educated answers to clinical questions.
Initiate client Biopsychosocial Assessment by utilizing motivational interviewing techniques and schedule initial intake appointment utilizing EMR.
Groups Recover Together was founded in 2014 to make treatment for opioid addiction respectful, accessible, and affordable. They empower their members to regain control of their lives through a combination of community support, outpatient weekly group therapy and medication.
Conduct initial legal intakes and greet guests, clients, and potential leads.
Execute sales-oriented follow-ups and email contracts for legal representation.
Prepare, file, and manage legal documents, correspondence, and court pleadings.
They appear to be a growing team supporting a South Florida family law firm. The company seems to value empathetic communication and administrative excellence.
Ensuring seamless communication between internal departments and clients.
Enhancing client satisfaction and operational efficiency.
Playing an essential part in our mission to transform legal proceedings.
Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and this shortlist is then shared directly with the hiring company.
Handle inbound leads and ensure prompt and structured follow-up.
Screen leads for potential eligibility and guide prospects toward consultations.
Maintain accurate records in Clio and identify opportunities to streamline the intake process.
BBA Immigration, located in Houston, TX, specializes in providing comprehensive legal services to clients navigating the complexities of immigration law. They are renowned for their client-focused approach, as evidenced by glowing testimonials and their active engagement through various platforms.
Run full intake and secure signed representation agreements
Handle 30–40 calls per shift (weekends)
Urrly uses AI to review every application against the same clear requirements for the role. They evaluate every candidate on job-related factors like skills, certifications, and experience—not on personal attributes.