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About the Role:
- Serve as the first point of contact for individuals seeking legal representation, providing a compassionate and seamless intake experience.
- Collaborate with the Client Intake Manager and Marketing Department to support reporting and departmental needs.
Responsibilities:
- Conduct initial intake calls, gather detailed client information, and maintain accurate records.
- Track ongoing contact with non-retaining prospective clients using spreadsheets.
- Communicate best practices and firm guidelines with confidence and diplomacy.
Requirements:
- 2-3 years of client-facing or intake experience, preferably in legal or professional services.
- Strong proficiency with Microsoft Office Suite, Windows OS, Adobe Acrobat, and familiarity with law practice management software (e.g., Clio, Datto).
- High emotional intelligence, excellent communication skills, and the ability to transition prospects into retained clients.
Work Schedule:
- Timezone: PST; shift from 8:30 AM to 5:30 PM PST/PDT.
- Language: English (fluent).
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