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

BDC Representative (Legal Sales) - Client Intake Specialist

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

The United Firm | La Liga Defensora, APC is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist in their Dallas office. The role involves being the first point of contact with prospective clients, screening leads, and obtaining case details to determine case retention.

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 experienceBilingual (English/Spanish)Customer service experienceCase Management softwarePerformance-based metricsAttention to detailProblem-solving