The United Firm | La Liga Defensora, APC ยท 1 month ago
Senior Client Intake Specialist - Immigration/Criminal Law
Sacramento, CA
Full-time
Onsite
Mid, Senior Level
$69K/yr - $75K/yr
2+ years expUnitedfirm is looking to hire an experienced Senior Client Intake Specialist specializing in Immigration and Criminal Law. This role involves overseeing an Intake team, managing client relations, and ensuring operational excellence while providing support to attorneys in the consultation process.
ConsultingLegal
Responsibilities
Directly oversees an Intake team and carries out supervisory responsibilities
Review and assigns new business intake
Screen telephone calls before scheduling an attorney-client consultation
Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
Immediately contact every potential client and establish relationship with client
Follow up with pending inquiries
Update logs and reporting systems to reflect status of all potential new clients
Conduct potential new client interviews with genuine empathy and compassion
Schedule appointments for potential clients
Take accurate notes during the attorney-client initial consultation
Collaborate with our attorneys to complete the initial consultation process
Assist attorneys with administrative tasks related to opening new cases and maintaining databases
Follow instructions from the supervising attorney and perform accordingly
Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)
Qualification
Required
Are bilingual (English/Spanish) with full proficiency
2+ years of experience in Management
2-3 years of customer service and/or sales experience
Strong background with performance-based metrics
Resourceful and motivated to solve issues as they arise
Customer service attitude
Preferred
3+ years of experience in Immigration Law PREFERRED BUT NOT REQUIRED
Case Management software experience is a major plus
SALES MANAGERS ENCOURAGED TO APPLY WITH NO LEGAL BACKGROUND
Benefits
Medical, dental and vision insurance
Paid parking
Paid time off
And more
Company
The United Firm | La Liga Defensora, APC
The United Firm | La Liga Defensora, A.P.C.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Elie Aghabi
Chief Operating Officer
Shawn Matian
Founder
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