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Atlanta Divorce Law Group · 6 days ago

Intake Assistant

Alpharetta, GA

Full-time

Onsite

New Grad, Entry Level

Atlanta Divorce Law Group is a rapidly growing family law firm recognized for its exceptional growth and strong workplace culture. The Intake Assistant will manage the intake process, communicate with clients, and provide exceptional customer service to prospective clients.

FamilyLegalProfessional Services

Responsibilities

Responsible for contacting leads and scheduling them

Serves in line for phones and the first in line of communication to a prospect and is expected to represent the company's mission

Input all information gathered from the intake screening process into the firm's CRM and initiate appropriate processes

Complete, manage and update tasks in our CRM

Perform conflict checks

Prepare new client intake folders and gifts for consultations

Send out legal agreements to prospective clients ready to hire

Schedule initial strategy sessions and open electronic file

Send out new client gifts

Client check-in calls

Qualification

Phone EtiquetteSales experienceCustomer service skillsMicrosoft Office SuiteOrganizational skillsAttention to detailMultitaskingLegal setting experience