Legal Intake Specialist

The Law Office of Lantis G. Roberts•Arlington, TX

1d•$12 - $14

About The Position

The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs. Are you up for a challenge? Are you a fast learner? Do you enjoy helping people? Can you be an asset to our team? We are looking to add an outgoing and energetic individual to our team to assist with evaluating potential cases and clients to determine if they are suitable for our firm. Position: LEGAL INTAKE SPECIALIST – Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter.

Requirements

All candidates are required to pass a criminal background check and pre-employment drug screening.
Ability to think outside of the box
Excellent customer service skills
Excellent decision-making skills
Must have excellent verbal & written communication skills
Positive attitude

Nice To Haves

Prefer a minimum of 1 to 2 years of customer service experience
Highly prefer bilingual candidate who speaks Spanish and English

Responsibilities

Answer/Respond to all potential client leads by phone or email.
Communicate with all potential clients to gather relevant information related to the potential client’s possible personal injury or employment law claim.
Enter all information from Potential client in Clio Grow or other relevant CRM
Prepare attorney for all consultations
Assist with scheduling all consultations and meetings
Identify and escalate priority issues and route calls to the appropriate person
Complete all assigned tasks
Participate in all required meetings
Explain representation agreement, attorney fees and services to new clients
Handle case set-up to include: Data Entry into Clio-Grow and Export to Clio, if lead is converted; Client folder; Request Police reports; Requests medical and billing records; Attach photos and/or documents received from potential client; Sending clinic referrals; Sending Fee Agreements to potential clients for signature
Set up initial treatment appointment with physicians on personal injury cases.
Locate clinic providers outside of our general provider list and occasionally send LOP’s to friendly medical providers.
Serve as a contact for client communication prior to client being assigned to a Case Manager or other staff member.
Convert phone leads into Firm sign-ups and maintain quota related to personal injury cases and employment law cases.
Assist with client communications on ongoing matters, as needed or assigned by the firm