What are the responsibilities and job description for the Intake Specialist position at Northwest Family Law, P.S.?
Must reside within 2 hours from our Kirkland, WA location.
Our growing Family Law Firm in Kirkland is looking to add another experienced legal intake specialist to join our team!
Do you want to work where your effort really makes a difference? Do you love talking with clients and helping people through difficult transitions? Are you compassionate, trustworthy and sensitive to client's needs? Are you looking to enter the legal field and work for a firm that can help you grow and cares about you as must as we care our clients? Then this could be the right position for you.
When people call our firm for help, they're often going through an emotionally and financially difficult period. Our legal intake specialist will provide our clients with the ultimate customer service experience. You’ll survey prospective clients and empathize with them on the details of their case, schedule consultations, and support our marketing efforts to ensure we are generating quality leads. We’ll provide the training and resources to help you flourish in your role on a tight-knit and supportive legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!
Overview:
The Intake Specialist handles the Firm’s relationships with the clients, potential clients, former clients, referral sources, professional contacts, and the general public.
Responsibilities:
- Speaks to leads and identifies whether they are qualified leads by asking a series of questions designed to determine the ideal client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
- Respond to each new incoming lead in a timely manner.
- Schedules qualified leads for initial consultations.
- Prepares the attorney with all the information needed for a successful conversation/consultation.
- Assists legal assistant/ office manager with onboarding the client to the firm (opening the file, notifying the legal team).
- Makes referrals to appropriate firms/other sources, shares free resources, or provides other assistance (for leads who are not ideal or who do not schedule a consultation).
- Stays in contact with leads to keep the door open for future contact.
- Updates the Firm’s databases, reports, marketing sources and/or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.
Education & Experience
- Prior customer service experience required.
- Education and/or work experience equivalent to a bachelor’s degree.
- Experience with a cloud-based/web-based CRM and case management system.
- Knowledge of the legal industry or previous legal experience is an asset.
- Proficiency with Microsoft Office products, especially Microsoft Excel, Microsoft Word, and Microsoft Outlook.
- Possess outstanding communication skills and strong sense of empathy.
If you have a passion for the families and family law and are looking for an opportunity to contribute to a dynamic legal team, we encourage you to apply for the position of Intake Specialist. Please submit your resume detailing your relevant experience. We hope to invite you to Round 2 of the hiring process where we will require responses to written questions and for you to send in a 30-60 introductory video.
Job Type: Full-time
Pay: $25.00 - $29.00 per hour, OT eligible
Benefits:
Generous PTO
Health, Vision, Dental
EAP
401k
Schedule:
- 8 hour shift either 8-4:30 PM or 9:30-6PM (times could vary)
- Monday to Friday
Salary : $25 - $29