LEGAL INTAKE SPECIALIST / LEGAL ASSISTANT



***Lead Docket experience preferred***

 

Job Description

• Potential New Client
  
  
  
  • Potential new client phone calls
    
    
    
    • Must be available to be on call after hours
    
    
    • Ambassador of first impressions with clients
    
    
    
    
  
  
  • Client intake and initial contact
  
  
  • Opening all new files and enter pertinent information into SmartAdvocate/case management system and preparing initial letters
  
  
  • Gather and analyze intake information and relevant documents. 
  
  
  • Gathering facts and claim-related information from potential new clients
  
  
  • Transferring new potential new client calls to attorneys
  
  
  
  


• New Clients
  
  
  
  • Initial organization of a case 
  
  
  • Organizing the case's electronic files
  
  
  • Inputting client related information into our potential new client lead system
  
  
  • Exporting new client information from lead system to case management system
  
  
  • Completing comprehensive case intake with new client once contract is signed
  
  
  • Ensuring client files are complete and initial letters are sent out
  
  
  
  

Skills

• Experience in customer service, inside sales or personal injury law


• Spanish fluency is a plus


• Strong organizational skills


• Strong attention to detail


• Experience with Lead Docket a plus 


• Extensive computer and data entry skills are required. 


• You must be able to track and monitor the progress of each inquiry. 


• This job requires that you do more than just follow a script:
  
  
  
  • You must be able to identify a good client.
  
  
  • You must be able ask the important questions (link removed)>
    
  • You need to convey your care and concern to our clientele. 
  
  
  
  

Barriers to Success

• Lack of drive and confidence


• Inability to ask questions


• Lack of fulfillment in role


• Procrastination


• Not being super-focused


• Too much socializing


• Taking shortcuts


• Excuses

We are an established personal injury firm experiencing steady growth. We offer competitive salary and benefits, including medical and performance bonuses or incentives – all in a great team-based work environment. We provide a workplace where great people can do great work. 

Our employees receive the training and resources to be excellent performers – and are rewarded financially as they grow. We want people to love coming to work, to take pride in delivering our vision, and to feel valued for their contributions. Being easily overwhelmed by information, data, and documents.