Legal Intake Specialist

Blattner Family Law Group • Towson, MD

405d • $41,600 - $45,760

About The Position

The Legal Intake Specialist at Blattner Family Law Firm plays a crucial role in providing empathetic support to potential clients navigating family law challenges. This position focuses on building relationships, guiding clients through their initial interactions with the firm, and ensuring they feel heard and understood. The specialist will manage multiple tasks in a fast-paced environment while maintaining a warm and professional demeanor.

Requirements

• Excellent Communication Skills: Ability to listen actively, express empathy, and clearly convey information.
• Strong Organizational Skills: Effectively manage multiple tasks while maintaining a high degree of accuracy.
• Customer Service Expertise: Experience in a client-facing role, preferably in legal, healthcare, or professional services.
• Attention to Detail: Precision in recording and managing client information.
• Technical Proficiency: Comfort with customer relationship management (CRM) software, Microsoft Office Suite, and phone systems.
• Discretion and Professionalism: Ability to handle sensitive client information with confidentiality and care.

Nice To Haves

• Legal Knowledge: Familiarity with family law or related fields is a plus but not required.
• Phone Experience: Demonstrated success in handling inbound and outbound calls with professionalism and poise.

Responsibilities

• Welcome Clients: Be the compassionate, professional first point of contact for potential clients.
• Conduct Intake Calls: Gather and document detailed information about client cases during initial calls or meetings.
• Schedule Appointments: Coordinate consultations and ensure a smooth transition to the legal team.
• Manage Data: Maintain and update client records with accuracy in our customer relationship management (CRM) system.
• Provide Guidance: Offer basic information about our firm's services, processes, and what clients can expect.
• Ensure High Standards: Uphold the firm's commitment to quality by delivering consistent, attentive, and accurate service in every interaction.

Benefits

• Base pay plus bonus
• 100% paid healthcare including dental and vision
• Paid Holidays Up to 7 Weeks Total (PTO)
• 401(k) with matching
• 529 College Savings with matching
• Health Savings Account (HSA)
• Gym and Fitness Benefit
• Paid Short-Term Disability
• Paid Life Insurance
• Health Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account (FSA)
• Collaborative and Friendly Environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed