Legal Intake Specialist

at  Lulich Attorneys PA

Are you looking to utilize your previous sales experience to help a law firm identify and qualify potential new clients?
Are you looking to join a fast-paced, rapidly growing law office?
We’re seeking a full-time legal intake specialist to be the cornerstone of our expansion!
As the compassionate voice of our firm, you’ll engage with prospective clients in their moments of need, screening and identifying potential cases while supporting our attorneys in managing their appointments.
Imagine the satisfaction of coming to work each day and directly impacting the lives of clients for the better.
If the idea of making a positive difference resonates with you, seize the opportunity and begin your application right now by hitting the apply button now!Compensation:
$18 - $20 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 the 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
At Lulich & Attorneys, P.A., we are a dynamic and rapidly expanding law firm with two thriving offices in Indian River County. As our firm continues its upward trajectory, we eagerly look forward to welcoming you as a valued member of our exceptional team at our Sebastian Office. Join us on our journey toward sustained success and growth

• 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