[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