We are seeking an Intake Specialist to manage every step of our intake process with professionalism and care. As the first point of contact for potential clients, you will play a critical role in ensuring they receive a welcoming, informative, and supportive introduction to our firm. This role requires strong communication skills, attention to detail, and a proactive approach to client engagement and follow-up.
What we offer…
- Compensation package of $6 per hour (Monday to Friday / Full-Time / Eastern Time Zone).
- Be part of an international business and increase your work experience.
- Create your comforts to work as you will have your own space to do so.
- Forget about wasting time going to an office as you will work from home.
What will you be doing in this position?
Client Screening & Qualification
- Conduct thorough initial screenings to determine if prospective clients align with our firm's services.
- Identify and screen out prospects who are not a good fit.
- Refer unqualified prospects to the appropriate referral contacts and maintain a record of referrals.
- Keep referral partners updated on the status of cases they have referred.
Consultation Management & Follow-Ups
- Schedule paid consultations and ensure payments are processed accurately.
- Diligently follow up with prospects who had a consultation but did not retain our services.
- Implement a structured follow-up process, reaching out at least seven times or until the prospect provides a clear "yes" or "no" decision.
CRM & Reporting
- Maintain detailed and organized records of all calls, client interactions, and follow-ups in the firm's CRM system.
- Generate weekly or monthly sales reports to track conversion rates and intake performance.
Client Experience & Process Improvement
- Ensure prospective clients have a smooth, professional, and empathetic intake experience.
- Regularly review recorded calls to identify areas for improvement in communication and conversion techniques.
- Develop and refine follow-up glide paths to enhance client engagement and conversion.
Administrative & Support Duties
- Serve as a receptionist to direct other inbound calls.
- Assist with other administrative tasks that support the intake and client onboarding process.
What do we need from you?
- Experience: Prior experience in client intake, sales, customer service, or legal support (preferably in a law firm setting).
- Communication Skills: Strong verbal and written communication skills with the ability to build rapport quickly.
- Sales & Follow-Up: Persistence in following up with prospective clients and guiding them through the intake process.
- Organization & Attention to Detail: Ability to multitask, manage appointments, and track multiple leads effectively.
- Tech-Savvy: Experience with CRM systems, scheduling software, and payment processing tools.
- Problem-Solving Ability: A proactive mindset with the ability to handle potential client concerns and objections.
- Confidentiality: Ability to manage sensitive client information with discretion and professionalism.
About our Client…
A seasoned family law attorney and mediator, is dedicated to providing exceptional legal services in family law. We are a dynamic and client-focused law firm, committed to delivering personalized and effective solutions. Our client values strong professional relationships and networking within the legal community.
Apply now to join VA Locator and start making a significant impact in a dynamic environment.
We look forward to your application!
