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The Nieves Law Firm, APC

Intake Specialist

The Nieves Law Firm, APC, Oakland, California, United States, 94616

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Looking for a chance to join a close‑knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

Responsibilities

Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing, copying, and transcribing notes to ensure all processes run smoothly

Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate

Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases

Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently

Survey potential clients to determine the right fit with our practice, while listening to all phone calls in an empathetic manner

Complete intake forms

Schedule consultations with the Client Intake Specialist

Perform conflict checks

Maintain accurate records in the conversion sheet

Conduct potential new client follow‑ups and SCRUB calls

Review intake leads from various sources

Assist with welcome packets

Create cases and invoices in the firm’s management system

Refer unqualified potential new clients to appropriate sources

Track call metrics

Perform 250 outbound calls a week

Maintain a high show‑up rate for scheduled calls

Qualifications

Familiarity with case management and CRM systems is a bonus

Background in the legal industry preferred

Previous customer service or sales experience preferred

Strong computer and data entry skills

Full familiarity with the Microsoft Office suite, with advanced Excel proficiency

Must be high energy, enthusiastic, and empathetic

Candidate must be proficient in Microsoft Office

Dependability, punctuality, and consistency are key character traits for success in this position

Candidates must have excellent communication skills and be able to articulate themselves well orally and in writing

Must pay attention to detail and have a professional attitude

Must manage time appropriately

Spanish‑speaking preferred

Compensation $18 - $22 hourly

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