Probate Law and Estate Planning Firm are Seeking Intake Coordinator with a passion for helping clients!

If you are interested in applying for this position, please read the entire job posting and follow all instructions explicitly. Applications that do not follow all instructions will not be considered. Are you a “people person” who loves helping individuals from all different walks of life? Do you enjoy active listening and utilizing problem-solving skills to help others? Do you enjoy working in a fast-paced environment and being part of a team whose mission is to serve individuals in some of their most difficult times? If so, keep reading.

We are a probate/estate planning and family law firm focused on helping clients navigate two of life’s most stressful situations: divorce and the death of a loved one. We need an enthusiastic and client-focused Intake Specialist to help screen new potential client matters to discern whether or not our Firm can assist them. We believe that clients come to us with personal problems that involve the legal system and really emphasize listening to what they say, identifying their fears, and putting their minds at ease, as opposed to bragging about the credentials of our attorneys or walking them through the proverbial “sausage factory” and confusing them with details about the legal system. We are growing fast and need an Intake Specialist who is highly organized, detail-oriented, and possesses exceptional communication skills. The ideal candidate must exude patience and compassion and must enjoy talking to prospective clients on the phone.

Prepare a cover letter with no more than two paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who will be an Intake Specialist. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”

• Fielding inbound phone calls from potential new clients triaged directly from the Receptionist.
• Running conflict checks on potential new clients to ensure our Firm is not conflicted out of potential representation.
• Gathering important information over the phone as part of a larger intake process in order to qualify leads.
• Monitoring follow-up email drip campaigns
• Maintaining the Firm’s CRM and lead tracking spreadsheet to ensure accurate metrics analyzed by the Firm’s marketing team to track various marketing and advertising campaigns.
• Communicating with members of the law firm to update them on the details of potential new client matters.
• Working with the owner to review sales and marketing data
• Preparing Engagement Agreements and Welcome Packets for new clients and following up with new clients on the execution of said documents.
• Booking strategy sessions for potential new clients with an attorney and non-attorney members of our team.
• Conducting follow-up calls with potential new clients who did not engage the Firm.

• You embrace core values such as Accountability, Adaptability, Integrity, and Synergy.
• You are empathetic and patient, and love speaking with people from all different walks of life.
• You smile when talking to clients on the phone or in person.
• You are a team player with attention to detail.
• You are very good with calendars, e-mail, excel spreadsheets, and practice management software.
• Your middle name is “No Drama.”
• You love talking to clients on the phone and being a voice they can trust.
• You love numbers and data analysis.
• You enjoy sales and marketing
• You relish the opportunity to be an integral part of the growth process for our firm and love seeing progress occur with the proper implementation of systems designed to foster growth and sustainability.

Douglass & Runger is a growing, small law firm servicing clients primarily in the areas of family law, probate law, and estate planning. We help our family law clients navigate the divorce process by protecting the things most important to them: the well-being of their minor children and their personal assets, and we provide our probate clients peace of mind after the death of a loved one by navigating them through the probate process. We maintain a family-like environment for not only our clients but also our attorneys and staff and are protective of our in-office culture. We provide our clients the security of knowing that they have a law firm that will support them through difficult life obstacles they face no matter what!