Legal Intake Specialist

The Grey Legal Group, APC•Murrieta, CA

About The Position

Legal Intake Specialist LOOKING FOR IMMEDIATE HIRE Overview: We are a fast-growing family law firm located in Murrieta, California. We fight for professionals and business owners to survive divorce with their money in their pockets and their kids at their sides. We do this by focusing on the client’s goals. We are seeking the right Intake Specialist to be responsible for tending to leads and managing the CRM.

Requirements

The Intake Specialist must be friendly, patient, compassionate, and have good time management skills
The Intake Specialist must be self-motivated and self-directed to achieve his or her professional goals as well as the firm’s goals
The Intake Specialist must be knowledgeable and proficient with the Windows Operating System and Microsoft Office, including Microsoft Word, Outlook, and Excel.
This position relies heavily on the use of technology. If you do not like technology and computers, this is not the job for you
Must be comfortable with speaking to potential clients both on the phone and in person, and do so properly and professionally
Maintain a professional appearance

Nice To Haves

Experience with Client Relations Management Software, such as Lawmatics
Experience with processing incoming clients or customers is a plus

Responsibilities

Accurately collect information from Potential New Clients
Manage the existing CRM (Client Relation Management) software
Create and submit weekly reports to the Sales Manager
Ensure the accuracy of Potential New Client data in the CRM
Keep CRM updated and optimize usage
Establish and maintain pre-consultation conversations with Potential New Clients
Make call confirmations and follow up on appointments
Stay in contact with clients who do not show up to scheduled consultations
Respond to intake emails promptly and efficiently
Serve as backup to the receptionist for routing non-intake phone calls, as well as back up to receptionist tasks when they are out of the office.