Legal Intake Specialist jobs in United States
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Northwest Family Law, P.S. · 1 day ago

Legal Intake Specialist

Northwest Family Law, P.S. is a growing Family Law Firm in Kirkland seeking an experienced Legal Intake Specialist to join their team. This role involves providing exceptional customer service to clients during challenging times, scheduling consultations, and supporting marketing efforts to generate quality leads.

ConsultingFamilyLaw EnforcementLegalSocial

Responsibilities

Speak to leads and identifies whether they are qualified leads by asking a series of questions designed to determine the ideal client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest
Respond to each new incoming lead in a timely manner
Schedule qualified leads for initial consultations
Prepare the attorney with all the information needed for a successful conversation/consultation
Assists legal assistant/ office manager with onboarding the client to the firm (opening the file, notifying the legal team)
Make referrals to appropriate firms/other sources, shares free resources, or provides other assistance (for leads who are not ideal or who do not schedule a consultation)
Stay in contact with leads to keep the door open for future contact
Update the Firm’s databases, reports, marketing sources and/or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics

Qualification

Customer service experienceCRMCase managementLegal industry knowledgeMicrosoft Office proficiencyEmpathyBachelor's degreeCommunication skills

Required

Candidates must reside within a two hour commute to our Kirkland, WA office
Be available to train in person at our Kirkland office during the first two weeks of employment
Prior customer service experience required
Bachelor's degree
Experience with a cloud-based/web-based CRM and case management systems
Proficiency with Microsoft Office products, especially Microsoft Excel, Microsoft Word, and Microsoft Outlook
Outstanding communication skills and strong sense of empathy

Preferred

Knowledge of the legal industry or previous legal experience is an asset

Benefits

401(k) matching
Health insurance (with some plans at $0 cost to employees)
Dental, Vision, EAP & Life Insurance
PTO & Sick Time
Opportunities for advancement
Professional development assistance
Flexible Work Options

Company

Northwest Family Law, P.S.

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At Northwest Family Law, we turn the pain of divorce into hope for a brighter future.