Intake Specialist
Law Office of Adriane S. Grace, PLLC
Frisco, TX US
Posted ago
Law Office of Adriane S. Grace, PLLC

Our rapidly-growing law practice is seeking a legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!

Please submit a cover letter telling us what are you looking for in this particular position, financially, professionally, and personally.

Benefits:

  • Life Insurance
  • PTO
  • Short-term and long-term disability insurance
  • 401k
  • Monday - Friday role but option to have flexibility in working hours

Responsibilities
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files
  • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team
  • Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
  • Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly

  • Answering phones, making calls, and asking questions to get to the root of the problem, while listening to all phone calls in an empathetic manner
  • Drafting letters, emails, and other correspondence to clients and other professionals
  • Prepares engagement agreements and follows up to ensure prospective clients sign the agreement and make the agreed payment
  • Assist with implementing and tracking marketing initiatives for prospective clients
  • Following up with prior and existing clients to ensure client satisfaction

Qualifications
  • Background in the legal industry preferred
  • Solid data entry, spreadsheet management, and computer skills
  • Familiarity with case management and CRM systems a bonus
  • Skilled with Microsoft Office, especially Microsoft Excel
  • High school diploma or equivalent required; Bachelor’s degree preferred

  • Minimum 1-2 years of customer service experience required
  • Sales experience preferred but not required

Compensation
$18 - $20 hourly
About Law Office of Adriane S. Grace, PLLC

At the Law Office of Adriane S. Grace, PLLC we assist clients with creating meaningful legacies with confidence and grace. Whether a client needs assistance creating a Will and Trust, or to understand their options upon the death or disability of a loved one, our firm’s trusted legal counsel has the experience they can rely on.

We also believe that legacy planning is so much more than just drafting legal documents and making court appearances. We know that listening to a client’s story is key to creating a legal plan of action unique to their goals. When a client feels heard, they gain the confidence to overcome hardships such as the death of a loved one or a disabling illness.

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