Law Firm Client Intake Specialist

Company:  Reynolds Defense Firm
Location: Portland
Closing Date: 29/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to discuss our services with potential clients, as well as assess their needs. You would help take us to the next level and manage our growing caseload. Our ideal candidate is great on the phone, is a naturally compassionate and empathetic listener, has a dedication to customer service, can relate to a variety of people in difficult circumstances, and has a passion for helping those in need. You also wouldn't take yourself too seriously and could enjoy a high-pressure but very collegial team environment. In this role, you’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our client’s lives every day. If this sounds like a job you’d love, apply now! Responsibilities: • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Compassionately help potential clients to find clarity about their situation, educate them about their legal options, and support them in making the best decision for their future • Keep detailed notes in our CRM documenting all contact with leads • Refer out potential clients who do not meet our intake criteria in a compassionate manner • Help create a positive team environment • Follow scripts and procedures to ensure an excellent client experience Qualifications: • Possesses outstanding communication skills and sense of empathy • Solid data entry, spreadsheet management, and computer skills • Previous customer service or sales experience preferred • Proficiency with Microsoft Office products, especially Microsoft Excel • High school diploma or equivalent needed, while a Bachelor’s degree is desired • Must be able to work Sunday through Thursday. Weekend may be worked remotely, if desired • Previous experience in the service industry preferred • Personal experience with a DUI is helpful • Ability to be confident, articulate, diplomatic, yet willing to speak frankly to the Potential New Client (PNC) when needed, with high emotional intelligence • Ability to learn Oregon’s DUI and traffic laws, police investigations, Oregon’s court systems, and conviction/sentencing consequences (training provided) • Ability to be highly professional, personable, friendly, and respectful to potential clients and understand the art of building a relationship • Have a passion for helping others and the ability to convey compassion and empathy • Ability to be flexible, make decisions, and problem-solve under stress • Highly reliable • Self-starter with strong multitasking skills • Self-motivated with the ability to help achieve company goals Compensation: $17 - $24 hourly + bonus opportunities

• Compassionately help potential clients to find clarity about their situation, educate them about their legal options, and support them in making the best decision for their future • Keep detailed notes in our CRM documenting all contact with leads • Refer out potential clients who do not meet our intake criteria in a compassionate manner • Help create a positive team environment • Follow scripts and procedures to ensure an excellent client experience 

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