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Lead Management:
- Handle inbound leads from various sources.
- Ensure prompt response and structured follow-up.
- Screen leads for potential eligibility using SOPs.
Client Qualification:
- Communicate the value of the firm’s services.
- Guide qualified prospects toward securing a consultation with an attorney.
- Aim to book the consultation on the initial call.
Follow-Up and Data Management:
- Consistently follow up with potential clients.
- Maintain accurate and up-to-date records in Clio.
- Contribute to team success by tracking performance metrics.
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