Intake Specialist

The Intake Specialist performs initial consultations with clients to determine which services best fit their situation. This role involves gathering information, assessing client needs, and ensuring a smooth entry into the firm.

Requirements

• Learn, memorize, and research case types based on Attorney's guidelines
• Conduct one-hour interviews with potential clients and initiate a potential case type based on Attorney's direction
• Lead Interviews with approved sales scripts and empathy to build rapport with potential clients
• Educate clients on the benefits of partnering with our firm and the payment options available to them
• Convert potential leads into admitted clients based on benefits and values of each case type
• Schedule and follow up with all leads that have potential case types to clarify information, answer questions, and encourage engagement with the firm
• Responsible for sending contracts to clients following down payment
• Stay up to date on weekly legal training with firm attorneys

Benefits

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription
• Paid Time Off