Description:
Position Overview:We are currently seeking a highly skilled and experienced Intake Specialist with a legal background in real estate or significant experience within a law firm environment. The Intake Specialist will play a pivotal role in identifying and nurturing potential clients, ensuring a consistent flow of leads for our attorneys to engage with and convert into clients.
Key Responsibilities:
- Lead Generation: Proactively identify and qualify potential clients through various channels, including inbound inquiries, referrals, marketing initiatives, and networking opportunities.
- Initial Consultation: Conduct thorough screenings and evaluations of potential clients to gather pertinent information regarding their real estate cases, objectives, and legal matters.
- Client Relationship Management: Cultivate strong relationships with potential clients, serving as their primary point of contact and providing guidance and support throughout the intake process.
- Legal Compliance: Ensure compliance with all legal and regulatory requirements during the intake process, including adherence to client confidentiality and data protection laws.
- Documentation and Record-Keeping: Accurately document client information, inquiries, and communications in the firm's CRM system, maintaining detailed and organized records.
- Collaboration: Collaborate closely with attorneys and legal staff to facilitate smooth transitions of qualified leads into active cases, providing comprehensive briefs and background information.
- Performance Tracking: Monitor and analyze intake metrics and performance indicators to evaluate the effectiveness of lead generation efforts and identify areas for improvement.
Qualifications:
- Bachelor's degree in Law with a J.D.
- Legal Experience: Minimum of 5 years of experience working within a law firm environment, with a focus on real estate transactions and legal practices.
- Experience: Has legal and real estate experience, has performed intake before, and can sign clients up independently.
- Language Skills: Bilingual proficiency (English and Spanish) is required, as at least 25% of our callers are Spanish-speaking and we currently lack Spanish-speaking attorneys.
- Technology Proficiency: Proficiency with modern software, including CRM systems and Microsoft Office Suite.
- Attorney Status: Candidates should either be an attorney or possess the knowledge and capabilities that make them appear as an attorney to potential clients.
