Experienced Legal Intake Specialist

Job Description

Job Description

In Person

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 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 dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!

$48,000 + bonus potential

• Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
• Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
• Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files

• Responsible for direct screening and onboarding of new clients and meeting new client experience expectations.

• High school diploma or equivalent needed, while a Bachelor’s degree is desired
• Previous legal experience highly valued
• Solid data entry, spreadsheet management, and computer skills
• Sales or customer service experience highly valued
• Proficiency with Microsoft Office products, especially Microsoft Excel
• Strong ability to communicate eloquently and empathetically a must
• Previous experience with CRM and case management software desired

The Hatchett Law Firm is a dedicated team committed to making a tangible difference in the lives of clients. Our firm solely concentrates efforts on probate, guardianship, estate planning, and related litigation. We offer personalized, attentive service that solo practitioners and large firms can't match. We value excellence, compassion, integrity, and teamwork. We believe that being effective, and efficient in our work goes hand in hand with being kind, empathetic, and honest. These values guide our interactions with clients, colleagues, and our community, creating a supportive and high-performing environment that benefits everyone. We enjoy having a close-knit environment where we learn daily and encourage each member of our team to grow and excel in their areas of expertise. Kindness, high performance, and respect are equally important. If these values align with yours, consider joining us!