[Remote] Intake Specialist (Global)
Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- 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
- 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 Overview