Part-Time Legal Intake Specialist
Johnson Friedman Law Group, PLLC
Plano, TX US
Posted ago
Johnson Friedman Law Group, PLLC

We are seeking a part-time intake specialist/administrative assistant to join our growing law firm!

We're a boutique business law firm that continues to expand our footprint, and we need a detail- and customer service-oriented intake specialist to join our team and work directly with the owners and staff to ensure a smooth glidepath for potential and new clients. 

Responsibilities

In this position, you will be responsible for some of the most important tasks in our business, including:

  • Promptly responding to all calls and emails from potential clients and referral sources
  • Conducting an initial exploratory call with potential clients to ensure the firm can help them achieve their goals
  • Follow firm policies, procedures, and forms for obtaining potential client information
  • Scheduling sales calls for the owners with potential clients
  • Prepare engagement letters for new clients to hire the firm
  • Engage in consistent, courteous follow-up communications throughout the new client guide path 
  • Set up new matters in the firm’s case management and file systems
  • Always engage in a friendly, upbeat, and welcoming manner with potential clients and referral sources

Qualifications

If the statements below appeal to you, then you may be a perfect fit for our next intake specialist:

  • You are a confident and competent person that has experience interacting with customers
  • You enjoy working with a team of energetic problem solvers
  • You are experienced and competent with Microsoft Office including Word and Excel, and have the bandwidth to learn new user-friendly programs that help us run our practice
  • You are able to keep track of your time and how you spend it
  • You have great attention to detail and you pride yourself on being persistent in performing your work
  • You are comfortable interacting with clients and helping the firm ensure that it is known for service as much as for great legal counsel

Compensation
$20 hourly
About Johnson Friedman Law Group, PLLC

We're a boutique business law firm that continues to expand our footprint, and we need a detail- and customer service-oriented intake specialist to join our team and work directly with the owners and staff to ensure a smooth glidepath for potential and new clients. 

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