The United Firm | La Liga Defensora, APC ยท 1 day ago
Junior Intake/Contracts Specialist
The United Firm | La Liga Defensora, APC is looking for a Junior Client Intake/Contracts Specialist for Legal Sales. In this role, the specialist will handle client service requests, manage contracts, and assist attorneys with administrative tasks.
ConsultingLegal
Responsibilities
Handle inbound phone calls, set appointments, and screen prospective clients
Track and monitor potential new client inquiries through various channels
Assist with answering customer inquiries, routing them to the proper contact or department
Accurately log client information into the software database system
Assist attorneys with administrative tasks related to opening new cases
Conduct prospective client interviews with genuine empathy and compassion
Review every contract signed, including retainer and payment arrangements
Ensure proper documentation is present for all contracts
File contracts through a systematic process
Prepare contract summaries and issue lists for attorney review if applicable
Coordinate with other departments to ensure contracts are reviewed, negotiated, and scanned
Maintain computer contract database
Qualification
Required
Bilingual (English/Spanish) with written and verbal proficiency
At least 2 years of experience in intake, preferably in the legal field but not required
Great interpersonal skills, patience, and proactivity
Ability to manage multiple responsibilities and prioritize tasks
Excellent customer service attitude in fast-paced environments
Excellent written and oral communication skills
Good organizational skills with the ability to multitask
Preferred
Case management software experience is a major plus
ALL SALES EXPERIENCE (EVEN WITH NO LEGAL EXPERIENCE) ENCOURAGED TO APPLY
Benefits
Medical, dental, and vision insurance
401(k) plan
Catered lunches
Complimentary parking
Paid time off