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9 Legal Intake Specialist Jobs in San Diego, CA

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Catholic Charities Diocese
San Diego, CA | Full Time
$51k-67k (estimate)
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Trestle Law, APC
San Diego, CA | Full Time
$56k-71k (estimate)
1 Week Ago
Singleton Schreiber, LLP
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Legal Intake Specialist
Trestle Law, APC San Diego, CA
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$56k-71k (estimate)
Full Time 1 Week Ago
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Trestle Law, APC is Hiring a Legal Intake Specialist Near San Diego, CA

Job Description

Job Description

Please note: this is a hybrid position. You will be required to be in the office 2 days a week. You must be in San Diego.

Our law office is growing fast and we’re searching for a full-time legal intake specialist to help us succeed! You’ll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our clients’ lives excites you, start your application today!

In addition to your pay, the firm also offers 100% healthcare paid by the firm, vision and dental paid (75% by the firm), PTO, Paid Sick Leave, approximately 20 company holidays, 401k up to 4% match, and discretionary profit sharing and performance bonuses.

Compensation:

$20 - $25 hourly

Responsibilities:

  • Log all incoming calls and emails in our database
  • Book consultations via Calendly, manage all Calendly templates and links, and confirm potential clients' attendancE screen for conflicts of interest
  • Diligent follow-up using our database and record notes record attorney notes in the CRM system
  • Generate fee agreements and invoices and send them to potential clients
  • Follow up about engagements
  • General office tasks like mail management, research, etc. as needed
  • Onboard new clients and set up client files as required
  • Work with marketing to optimize the intake glide path
  • Follow up with clients post-representation and execute post-representation glide path
  • Check-in calls with prospects and existing clients to see how they are
  • Process gifts through our gifting program
  • Book travel, as needed for attorneys
Qualifications:
  • Previous experience with CRM and case management software desired
  • Previous customer service or sales experience preferred
  • Previous legal experience highly valued
  • Strong ability to communicate eloquently and empathetically a must
  • Strong computer and data entry skills

  • You must enjoy talking on the phone. If you dislike the telephone and making calls, this is not the job for you
About Company

Do you want to work with a boutique, dynamic, woman-of-color-owned, full-service intellectual property law firm with the flexibility to work from home, while helping game-changing professionals use their intangible assets to build a financial legacy?

We are an enterprising intellectual property and business firm that is on track for aggressive growth.

We want to be known for helping our clients leverage their IP to make more money for their families and legacies overall. Because what’s more empowering than calling the shots of your own destiny?

Job Summary

JOB TYPE

Full Time

SALARY

$56k-71k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/16/2024

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Trestle Law, APC
Remote | Full Time
$60k-76k (estimate)
2 Months Ago

The following is the career advancement route for Legal Intake Specialist positions, which can be used as a reference in future career path planning. As a Legal Intake Specialist, it can be promoted into senior positions as a Legal Secretary III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Legal Intake Specialist. You can explore the career advancement for a Legal Intake Specialist below and select your interested title to get hiring information.

Trestle Law, APC
Remote | Full Time
$60k-76k (estimate)
2 Months Ago
Singleton Schreiber, LLP
Full Time
$88k-114k (estimate)
1 Week Ago
Catholic Charities Diocese
Temporary
$58k-77k (estimate)
2 Months Ago