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About the Role
The Senior Client Intake Specialist will serve as the primary point of contact for prospective clients, screening leads and gathering essential case details to aid the firm in case retention decisions. This role requires a business development mindset and strong interpersonal skills, with a preference for candidates with an Immigration or Criminal Defense background.
Responsibilities
- 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 relationship with client
- Update logs and reporting systems to reflect 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 our 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 (can maintain complex spreadsheets)
Requirements
- Bilingual (English/Spanish) with full proficiency REQUIRED
- Minimum 3 years of sales experience required
- Customer service experience a major plus
- Strong background with performance-based metrics
- Case Management software experience is a major plus
- Resourceful and motivated to solve issues as they arise
- Proven track record to meet goals and deadlines
- Must be able to work weekends
- Immigration and Criminal Defense experience is strongly preferred
Skills
- Sales experience
- Client screening
- Case detail gathering
- Interpersonal skills
- Immigration law
- Criminal Defense law
- Call screening
- Empathy
- Compassion
- Note-taking
- Administrative tasks
- Database maintenance
- Email writing
- Transcription
- Legal document research
- Spreadsheet creation and maintenance
Location
- Austin
Work Type
- Onsite
- Full-time
Experience Level
- Senior
- Minimum 3 years of sales experience
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Catered lunches
- Complimentary parking
- Paid time off
About the Company
- The United Firm | La Liga Defensora, APC is a growing firm with opportunities for career development in the legal industry.
- Employees learn and develop alongside a team of professionals who aim to excel in the legal industry.
Equal Opportunity
- The United Firm | La Liga Defensora, APC,is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics.
- We are dedicated to providing an inclusive, open, and diverse work environment.