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Intake Specialist

Company: Shupe Dhawan
Location: Fort Lauderdale
Posted on: January 25, 2023

Job Description:

Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on clients' lives excites you, start your application today!

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!

These are warm leads coming into the firm. Prior sales experience will be beneficial for the right candidate as the salary is designed to reward performance through bonus compensation based on clients signed up with the firm.


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
Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency
--- Process new client leads from various referral and marketing sources
--- Nurture existing and prior client relationships
--- Assist with new clients retaining the firm for legal work
--- Enter new case information into the firm's lead management software and file management software
--- Assist with marketing campaigns by sending materials to prospects and referral partners
--- Send engagement letters and solicit payment for engaging clients


Firm knowledge of spreadsheet and data management, as well as computer skills
Customer service or sales experience a plus
Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
Previous legal experience a plus
High school diploma or equivalent required; Bachelor's degree preferred
What skills and experience you'll need:
--- Prior experience in customer service, client relations, or a similar field is required
--- Prior experience with sales is required
--- Contact with the public, professionals, potential new clients, and clients is an essential job function.
--- You should be comfortable with basic office technology: Windows, Word processing, Email, Calendaring, PowerPoint, Social media, PDF, electronic document management
--- You need to demonstrate the capacity and desire to quickly learn and implement new technology and systems
--- It is helpful, but not necessary, to have prior experience in a law firm or in the legal services industry
--- Bilingual preferred

What attitudes and traits will serve you well:
--- Ability to manage many tasks at one time
--- Self-directed in your daily activities (e., setting priorities, working toward deadlines)
--- Conveys confidence on the phone, with a smile
--- Shows empathy to clients and puts them at ease
--- Personable, likable, someone clients and referral sources will compliment
--- Organized and flexible
--- Innovative in finding the best way to do your job and help the firm
--- Willingness to take direction
--- Flexibility to change priorities as needed throughout the day
--- Changing gears and moving between tasks quickly without getting derailed (or derailing others)
--- Being vocal; letting the partners/supervisors know what works/what doesn't; who is a good client/who is not; who is a good referral source/who is not
--- Knowing that there are things you don't know; knowing when to ask questions; not being afraid to ask questions

About Company:
We're Shupe Dhawan, a boutique law firm located in Fort Lauderdale. The right person will want to be part of a team that delivers results and helps people during difficult and stressful times in their lives. -You want to be challenged, not bored, by your work. -You want to work with other people who enjoy what they do every day. -You have hopes, goals, and dreams for yourself, and would be inspired by spending time with like-minded people. -Finally, you can find passion and purpose in helping to accomplish a greater mission.

Benefits include:

16 days of paid PTOMinimum of 8 days paid holidaysHealth, dental, and eye insurance401(k) after 1 year of employment


Keywords: Shupe Dhawan, Fort Lauderdale , Intake Specialist, Other , Fort Lauderdale, Florida

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