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The United Firm | La Liga Defensora, APC · 3 weeks ago

Senior Client Intake Specialist - Immigration/Criminal Defense

Houston, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

The United Firm is seeking an experienced Senior Client Intake Specialist for their Houston office, focusing on client engagement in the legal field. The role involves screening leads, obtaining case details, and ensuring operational excellence while handling a high volume of client calls.

ConsultingLegal

Responsibilities

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

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

Sales experienceImmigration experienceCriminal Defense experienceBilingual (English/Spanish)Case Management softwareCustomer service experiencePerformance-based metricsProblem-solvingGoal-oriented