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Ticket Crushers, A Law Corporation · 5 hours ago

Intake Specialist (Offshore)

United States

Full-time

Remote

Mid Level

$1,800/mo - $2,000/mo

3+ years exp

Daniel, Williams & Associates is a boutique-sized law firm specializing in personal injury, employment, and immigration law. The Intake Specialist (Offshore) role is crucial for managing client onboarding and ensuring process efficiency, ultimately enhancing the client experience during their legal journeys.

ConsultingLaw EnforcementLegalProfessional Services

Growth Opportunities

Responsibilities

Manage the full client intake and onboarding process, handling inquiries and ensuring productive handoffs to attorneys

Audit recent intakes, identify gaps, and resolve backlogs to stabilize workflows and document management

Establish and track core intake metrics, providing regular updates to leadership to ensure accountability and progress

Collaborate with consultants to optimize Clio usage, refining workflows and automations for maximum efficiency

Develop and maintain standard operating procedures, guides, and training materials for client intake processes

Handle sensitive and emotional client situations with empathy, guiding them through the complexities of the legal process

Qualification

ClioClient intake processesMetrics reportingProblem solvingCommunication skillsAdaptability

Required

3-5+ years in a law firm environment handling end-to-end client intake processes

Proficiency with Clio, experience setting KPIs and conducting performance reporting

Strong verbal and written communication, able to convey empathy and clarity in client interactions

Solution-oriented with good judgment, capable of identifying challenges and presenting viable solutions

Comfortable working in a lean, agile environment, capable of developing resources independently

Benefits

Remote Work: The role offers the flexibility of working remotely with standard Central Time hours.

Technology-Driven: Work with leading legal technology solutions to enhance operations, such as Clio.

Schedule and Breaks: Standard working hours with scheduled breaks, allowing for balance and focus during the workday.

Company

Ticket Crushers, A Law Corporation

The experienced attorneys at Ticket Crushers, the Bay Area's premier Traffic and DUI Law Firm represent clients throughout the San Francisco Bay area for Traffic Violations, Criminal Defense, and Driving Under the Influence ("DUI") charges.

Founded in 2015

San Francisco, California, USA

2-10 employees