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The Law Office of Whitney L. Thompson, PLLC
Houston
Job Description Job Description Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and
Job Source: The Law Office of Whitney L. Thompson, PLLCThe Law Office of Whitney L. Thompson, PLLC
Houston, TX, United States
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a d
Job Source: The Law Office of Whitney L. Thompson, PLLCSwyft Filings
Houston, TX, United States
Swyft Legal Intake Specialist This position is completely remote, however, we do require employees to reside in the State of Texas . We are currently seeking a reliable and highly motivated Intake Specialist to join our new Alternative Business Structure team as part of Swyft Legal. The successful candidate will be responsible for assisting wit
Job Source: Swyft FilingsEmpower Pharmacy
Houston, TX, United States
Company Overview Empower is a visionary healthcare company committed to providing quality, affordable medication to millions of patients across the nation. We hold the distinguished position of being the largest 503A compounding pharmacy and FDA-registered 503B outsourcing facility in the country serving the functional medicine markets. What sets
Job Source: Empower PharmacyEmpower Pharmacy
Houston, TX, United States
Company Overview Empower is a visionary healthcare company committed to providing quality, affordable medication to millions of patients across the nation. We hold the distinguished position of being the largest 503A compounding pharmacy and FDA-registered 503B outsourcing facility in the country serving the functional medicine markets. What sets
Job Source: Empower PharmacyD Miller & Associates PLLC
Houston
Job Description Job Description Why work with us D. Miller & Associates, PLLC is a well-respected, personal injury law firm in the Houston, Texas area. Our firm is a minority-based entity that provides opportunities for growth as we promote from within. We have a passion for positively impacting our local communities through a
Job Source: D Miller & Associates PLLCYour Legacy Legal Care
Houston, TX, United States
Do you naturally enjoy meeting and helping families? Are you a friendly, outgoing professional? If so, you might be the perfect addition to our team! Your Legacy Legal Care is looking to add a Client Intake Specialist - Receptionist for our Clear Lake area office. We’re looking for someone to become an integral part of our hard-working and fun team
Job Source: Your Legacy Legal CarePusch & Nguyen Law Firm, PLLC
Houston
Job Description Job Description Description: We are seeking an intake specialist to help our firm provide injured clients with the service and support they deserve. The Intake specialist will be responsible for interviewing prospective clients, gathering, and investigating all available details surrounding the accident, explaining our contract in
Job Source: Pusch & Nguyen Law Firm, PLLCHouston, TX, United States
Overview:
The Intake Specialist handles the Firm's initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for type of law and conflict of interest, (2) initiate the pre-engagement glide path, and (3) ensure all leads are properly directed through the intake funnel.
Reporting Relationship:
The Intake Specialist reports to the Firm Administrator (or Owner, until the Administrator position is filled).
Authority:
The Intake Specialist may work with a designated assistant or the receptionist to schedule prospective new clients for initial consultations and make reminder calls. The Intake Specialist has no supervisory or other authority beyond that specifically delegated by the Owner.
Additionally, non-attorney support staff are prohibited from practicing law by the ABA's Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements or share fees with the Firm.
** Responsibilities: **
Talk to leads and identify whether they are qualified leads by asking a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Screen out unqualified leads through a series of questions designed to speak to the ideal A+ client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Schedule qualified leads for initial consultations (sales calls).
Initiates the pre-engagement glide path for all prospects scheduled for initial consultation to create/foster a sense of excitement and urgency about engaging the Firm and improving the “show up rate” for people showing up for initial consultations.
Be sure everyone who contacts the Firm for help is better off – whether by scheduling a consultation, making a referral to an appropriate firm or other contact, sharing free resources produced by the firm, or some other assistance.
Prepares salesperson with all the information needed for a successful conversation/consultation.
Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment.
Stay in contact with Leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs who do not sign up after their initial consultation to keep the door open for them to come in when they are ready.
Update the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.
Legal Intake Specialist jobs in Houston, TX, United States
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