Junior Intake/Contracts Specialist

The Matian Firm.•Dallas, TX

57d

About The Position

The United Firm | La Liga Defensora, APC is looking for a JR. Client Intake/Contracts for Legal Sales. In this role one is responsible for handling inbound clientele service requests, such as appointment setting, case vetting, and general questions. The JR. Client Intake/Contracts for Legal Sales is also responsible for reviewing every contract signed including but not limited to retainer and payment arrangements for all departments We help represent the Spanish speaking population, thus fluent bilingualism in Spanish is required.

Requirements

Bilingual (English/Spanish) with written and verbal proficiency.
At least 2 years of experience in intake, preferably in the legal field but not required.
Great interpersonal skills, patience, and proactivity.
Ability to manage multiple responsibilities and prioritize tasks.
Excellent customer service attitude in fast-paced environments.
Excellent written and oral communication skills.
Good organizational skills with the ability to multitask.

Nice To Haves

Case management software experience is a major plus.
ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY.

Responsibilities

Handle inbound phone calls, set appointments, and screen prospective clients.
Track and monitor potential new client inquiries through various channels.
Assist with answering customer inquiries, routing them to the proper contact or department.
Accurately log client information into the software database system.
Assist attorneys with administrative tasks related to opening new cases.
Conduct prospective client interviews with genuine empathy and compassion.
Review every contract signed, including retainer and payment arrangements.
Ensure proper documentation is present for all contracts.
File contracts through a systematic process.
Prepare contract summaries and issue lists for attorney review if applicable.
Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned.
Maintain computer contract database.