Intake Specialist (Global) jobs in United States
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Ticket Crushers, A Law Corporation · 5 hours ago

Intake Specialist (Global)

CrispRecruit is seeking an Intake Specialist for Elliott Frazier Law, a distinguished legal institution focused on Family Law and Personal Injury cases. The role involves managing client intake processes and ensuring a compassionate and efficient experience for prospective clients.

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Growth Opportunities

Responsibilities

Client Contact: Serve as the main point of contact for all new client intake across Family Law and Personal Injury
Consultation Sales: Effectively communicate the value of paid consultations to prospective Family Law clients, encouraging them to schedule and pay for initial appointments
Consultation Coordination: Ensure that on-site intake staff are ready for in-person consults or contact and transfer remote consults in a timely manner
Client Qualification: Quickly qualify and triage prospective Personal Injury clients, ensuring that cases align with firm capabilities
Data Management: Enter and update lead information in Lead Docket, ensuring data accuracy and thoroughness for effective follow-up
Scheduling: Manage calendar bookings in both Lead Docket and Outlook, coordinating with attorneys to streamline consultation scheduling
Follow-Up: Conduct follow-up calls with no-show clients to reschedule consultations, maintaining client engagement and prospect retention
Conflict Resolution: Coordinate quick conflict checks and maintain a conflict log to prevent scheduling issues and ensure seamless client service
Script Development: Assist with refining intake scripts and processes, enhancing the firm’s efficiency and client service quality

Qualification

Client Intake ManagementConsultation SalesLead Docket ProficiencyProficiency with OutlookBilingual SpanishEmpathyTech SkillsCommunication SkillsOrganizational SkillsConflict Resolution

Required

Skilled in delivering empathetic and efficient client interactions, especially in high-stress situations
Confidently communicate the value of legal consultations and handle objections with ease
Adept at managing intake processes for both Family Law and Personal Injury cases
Thrives in a dynamic environment where contributions directly impact client experience and firm growth
Proven phone-based sales experience with strong objection handling skills
Outstanding verbal communication with a clear, understandable phone demeanor
High level of empathy and professionalism when dealing with distressed clients
Strong organizational skills with attention to detail and reliable follow-through
Proficiency with Outlook/Office 365 for email and scheduling purposes
Self-directed and reliable in a remote environment, with proactive communication skills

Preferred

Experience with Lead Docket preferred, with a willingness to learn and use effectively
Bilingual Spanish is a strong plus, enhancing communication with a diverse client base

Benefits

Technology Access: Firm provides email and cloud logins, ensuring all tools for success are available.
Growth Opportunities: Engage in an environment that encourages professional development and skill enhancement.

Company

Ticket Crushers, A Law Corporation

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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.

Funding

Current Stage
Early Stage

Leadership Team

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Christopher D'Anjou
Attorney At Law/Managing Partner
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Stephanie Martinez
Chief Operations Officer
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