Senior Client Intake Specialist - Immigration/Criminal Law
The United Firm | La Liga Defensora, APC, Fresno, CA, United States
Senior Client Intake Specialist - Immigration/Criminal Law
Our Fresno office is looking to hire an experienced Senior Client Intake Specialist (Immigration/Criminal Law) with a desire to grow within the legal industry. This position must be staffed by an individual who is business‑development oriented, works well with people, has a strong customer‑service background, and can screen potential client calls. You will directly oversee and ensure the operational excellence of an Intake team that handles a large volume of incoming client calls. We are looking for candidates who have experience in Intake or Immigration assisting an attorney, either as an immigration clerk, legal assistant or paralegal, and an understanding of how to conduct a proper Intake.
Responsibilities
Directly oversee an Intake team and carry out supervisory responsibilities.
Review and assign new business intake.
Screen telephone calls before scheduling an attorney‑client consultation.
Persistently monitor all potential new client inquiries (email, internet, phone, and referrals).
Immediately contact every potential client and establish a relationship with the client.
Follow up with pending inquiries.
Update logs and reporting systems to reflect the status of all potential new clients.
Conduct potential new client interviews with genuine empathy and compassion.
Schedule appointments for potential clients.
Take accurate notes during the attorney‑client initial consultation.
Collaborate with attorneys to complete the initial consultation process.
Assist attorneys with administrative tasks related to opening new cases and maintaining databases.
Follow instructions from the supervising attorney and perform accordingly.
Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.
Qualifications
Bilingual (English/Spanish) with full proficiency.
2+ years of experience in management.
3+ years of experience in Immigration Law (preferred but not required).
2–3 years of customer service and/or sales experience.
Strong background with performance‑based metrics.
Case‑management software experience is a major plus.
Resourceful and motivated to solve issues as they arise.
Customer‑service attitude.
Sales managers encouraged to apply with no legal background.
Salary $65,000 – $75,000, based on experience.
Benefits Medical, dental and vision insurance; paid parking; paid time off; and more.
Location Fresno, CA
Equal Employment Opportunity The United Firm | La Liga Defensora, APC, is an equal employment opportunity employer, and we welcome everyone regardless of race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
Apply Now Interested in building your career at The United Firm? Apply now!
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Responsibilities
Directly oversee an Intake team and carry out supervisory responsibilities.
Review and assign new business intake.
Screen telephone calls before scheduling an attorney‑client consultation.
Persistently monitor all potential new client inquiries (email, internet, phone, and referrals).
Immediately contact every potential client and establish a relationship with the client.
Follow up with pending inquiries.
Update logs and reporting systems to reflect the status of all potential new clients.
Conduct potential new client interviews with genuine empathy and compassion.
Schedule appointments for potential clients.
Take accurate notes during the attorney‑client initial consultation.
Collaborate with attorneys to complete the initial consultation process.
Assist attorneys with administrative tasks related to opening new cases and maintaining databases.
Follow instructions from the supervising attorney and perform accordingly.
Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.
Qualifications
Bilingual (English/Spanish) with full proficiency.
2+ years of experience in management.
3+ years of experience in Immigration Law (preferred but not required).
2–3 years of customer service and/or sales experience.
Strong background with performance‑based metrics.
Case‑management software experience is a major plus.
Resourceful and motivated to solve issues as they arise.
Customer‑service attitude.
Sales managers encouraged to apply with no legal background.
Salary $65,000 – $75,000, based on experience.
Benefits Medical, dental and vision insurance; paid parking; paid time off; and more.
Location Fresno, CA
Equal Employment Opportunity The United Firm | La Liga Defensora, APC, is an equal employment opportunity employer, and we welcome everyone regardless of race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.
Apply Now Interested in building your career at The United Firm? Apply now!
#J-18808-Ljbffr