V104-Legal Intake Specialist

• Provide a positive first impression through clear, courteous, and client-focused communication.

• Gather and enter relevant information from prospective clients according to established intake procedures.

• Make approximately 16 to 30 outbound calls per day, as needed.

• Handle approximately 16 to 30 inbound calls per day.

• Answer inbound calls and assist callers in a professional, friendly, and helpful manner.

• Document calls, messages, intake information, and follow-up activities.

• Enter, update, and maintain client and prospect information in Actionstep.

• Follow up on outstanding requests when needed.

• Document scheduling requests accurately and communicate changes to the appropriate team members.

• Manage voicemails, return calls when appropriate, and communicate messages accurately.

Requirements:

• Schedule: Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time, with lunch from 1:00 p.m. to 2:00 p.m.
• Previous experience in customer service, call handling, intake, reception, or a similar position
• Strong verbal and written English communication skills
• Professional phone etiquette and a client-focused approach
• Strong organizational skills and attention to detail
• Ability to manage multiple calls, requests, and follow-up tasks throughout the day
• Reliable follow-through and the ability to prioritize tasks effectively
• Basic computer proficiency and accurate data-entry skills
• Ability to learn new software and follow established procedures
• Ability to work independently while collaborating effectively with a team
• Previous law firm or legal intake experience is preferred
• Familiarity with estate planning, elder law, probate, or related legal services is preferred

• Required software and tools:

○ Actionstep or a similar CRM platform

○ RingCentral or a similar VoIP phone system

○ Email and general computer applications

Work Shift:

8:30 AM - 5:30 PM [EST][EDT] (United States of America)

Languages:

English

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Originally posted on Himalayas

• Legal Intake Specialist
• Intake Specialist
• Call Center Representative
• Customer Service

Source: Himalayas