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Legal Intake Specialist

Marshall & Taylor, PLLC

Legal Intake Specialist

Raleigh, NC
Paid
  • Responsibilities

    Our rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Responsibilities: • Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Manage own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said "no" and with current clients to conduct quality control calls and interviews • Keep detailed notes in a centralized database • Be a team player and cover for your fellow salespeople to help our firm help prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place • Follow up with prospective new clients who said "no." • Facilitate a professional introduction and transition to the legal team once the case or matter has begun • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines experience • Periodically attend tradeshows and networking events as a professional representative of the firm • Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services • Stay current with bar rules, legal industry trends, and information Qualifications: • Solid data entry, spreadsheet management, and computer skills • High school diploma or equivalent needed, while a Bachelor’s degree is desired • Skilled with Microsoft Office, especially Microsoft Excel • Previous legal experience highly valued • Possesses outstanding communication skills and sense of empathy Compensation: $55,000+ yearly

    • Manage own schedule to balance availability for meeting with prospective new clients as well as following up with prospective new clients who said "no" and with current clients to conduct quality control calls and interviews • Keep detailed notes in a centralized database • Be a team player and cover for your fellow salespeople to help our firm help prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place • Follow up with prospective new clients who said "no." • Facilitate a professional introduction and transition to the legal team once the case or matter has begun • Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines experience • Periodically attend tradeshows and networking events as a professional representative of the firm • Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services • Stay current with bar rules, legal industry trends, and information

  • Compensation
    $55,000 per year