Legal Intake Specialist

at  Lulich Attorneys PA

Our law office is growing fast and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on client’s lives excites you, start your application today!Compensation:
$16 - $18 hourlyResponsibilities:

As a Legal Intake Specialist with a focus on client’s needs, you will play a crucial role in supporting our legal team while actively contributing to the growth of our client base. Your primary responsibilities will include:

• Scheduling appointments for potential clients who align with our criteria, utilizing your sales skills to effectively convey the value of our legal services and ensuring our lawyers’ schedules remain organized.
• Conducting surveys with potential clients to gauge their suitability for our practice, showcasing empathetic listening skills.
• Managing paperwork and conducting data entry tasks in our case management system, applying your client-centric sales mindset to facilitate the onboarding process for new clients and efficiently organizing current client files.
• Overseeing various office tasks such as email correspondence, document management, data organization, research, and answering phones, with a commitment to maintaining productivity while prioritizing the needs of clients.
• Collaborating with the marketing team to orchestrate initiatives and foster relationships to expand our prospective client base while ensuring client needs remain paramount.
• Engaging with potential new clients in a sales-oriented manner, actively listening to their concerns and gathering pertinent information to evaluate the suitability of their legal case for our team.
• Coordinating appointment times with attorneys’ calendars, managing schedules and prioritizing client meetings with sensitivity to their needs.
• Thoroughly documenting phone conversations with clients and potential new clients in the Firm’s Case Management Software System, maintaining accurate records to facilitate effective communication within the team.
• Compiling necessary documentation into the Firm’s Case Management system for attorneys’ client meetings, demonstrating meticulous attention to detail and a commitment to serving clients’ best interests.

Qualifications:

• Bachelor’s degree preferred.
• Previous experience in sales, particularly within a legal or professional services environment.
• Excellent communication skills, both verbal and written, with a focus on understanding and addressing client needs.
• Strong organizational skills, marked by meticulous attention to detail.
• Proficiency in Microsoft Office Suite and case management software.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment, while maintaining a client-centric approach.
• Empathetic listener with a commitment to providing exceptional client service.
• Team player with a positive attitude and a willingness to learn and grow.

About Company
Lulich & Attorneys, P.A. is a fast-paced, high-growth law firm with two offices in Indian River County. We are ready for you to join our amazing team in our Sebastian Office!

• Scheduling appointments for potential clients who align with our criteria, utilizing your sales skills to effectively convey the value of our legal services and ensuring our lawyers’ schedules remain organized.
• Conducting surveys with potential clients to gauge their suitability for our practice, showcasing empathetic listening skills.
• Managing paperwork and conducting data entry tasks in our case management system, applying your client-centric sales mindset to facilitate the onboarding process for new clients and efficiently organizing current client files.
• Overseeing various office tasks such as email correspondence, document management, data organization, research, and answering phones, with a commitment to maintaining productivity while prioritizing the needs of clients.
• Collaborating with the marketing team to orchestrate initiatives and foster relationships to expand our prospective client base while ensuring client needs remain paramount.
• Engaging with potential new clients in a sales-oriented manner, actively listening to their concerns and gathering pertinent information to evaluate the suitability of their legal case for our team.
• Coordinating appointment times with attorneys’ calendars, managing schedules and prioritizing client meetings with sensitivity to their needs.
• Thoroughly documenting phone conversations with clients and potential new clients in the Firm’s Case Management Software System, maintaining accurate records to facilitate effective communication within the team.
• Compiling necessary documentation into the Firm’s Case Management system for attorneys’ client meetings, demonstrating meticulous attention to detail and a commitment to serving clients’ best interests