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Trestle Law, APC
San Diego, CA, United States
Description Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help
Job Source: Trestle Law, APCAdaptHealth LLC
Chula Vista, CA, United States
AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients' lives, please click
Job Source: AdaptHealth LLCLegal Aid Society of San Diego
San Diego, CA, United States
Position Summary Under supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under
Job Source: Legal Aid Society of San DiegoLewis Brisbois Bisgaard & Smith
San Diego, CA, United States
Overview The San Diego, CA office of Lewis Brisbois is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited
Job Source: Lewis Brisbois Bisgaard & SmithCooley
San Diego, CA, United States
BIC Operations Intake Specialist Cooley is seeking a BIC Operations Intake Specialist to join the Business Intake and Conflicts team. Position summary : Under the supervision of the Business Intake and Conflicts (BIC) Director of Operations & Projects, the BIC Operations Intake Specialist will focus on New Business Intake. The BIC Operations Inta
Job Source: CooleyVolunteers of America Southwest
San Diego, CA, United States
Substance Use Intake Specialist Job Details Job Location VOASWC - San Diego, CA Description About Us: Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at https://www.voasw.org. Job Opportunity: Volunteers of America Southwest is loo
Job Source: Volunteers of America SouthwestVolunteers of America Southwest
San Diego, CA, United States
Job Details Job Location VOASWC - San Diego, CA Description About Us: Volunteers of America, is a non-profit social service organization, that is committed to uplifting the lives of the most vulnerable in our community. Visit us at https://www.voasw.org. Job Opportunity: Volunteers of America Southwest is looking for a dynamic person to help
Job Source: Volunteers of America SouthwestJewish Family Service
San Diego, CA, United States
Position Title : Intake Specialist Organization : Jewish Family Service of San Diego Department: Immigration Services - Afghan Legal Services Program Position Type : Full-Time (37.5+ hours/week), Non-Exempt Work Setting: Onsite Reports To: Director of Immigration Services Pay Rate: $18 -$20/hour Total Compensation : In addition to stand
Job Source: Jewish Family ServiceSan Diego, CA, United States
Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Responsibilities: • Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak efficiency • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload • Help foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team • Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently • Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard • 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 Qualifications: • Previous customer service or sales experience preferred • Possesses outstanding communication skills and sense of empathy • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency • High school diploma or equivalent needed, while a Bachelor’s degree is desired • Strong computer and data entry skills • You must enjoy talking on the phone. If you dislike the telephone and making calls, this will be a challenge Compensation: $20 - $25 hourly
• 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
Email Alert for Litigation Intake Specialist jobs in San Diego, CA, United States
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