Intake Specialist – Legal Intake, Client Conversion

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Job Description:

Follow up with leads who have expressed interest but have not yet scheduled an appointment.
Process payments for initial consultations.
Conduct initial client screenings using the firm’s intake script, documenting key details such as client needs, urgency, and potential conflicts.
Track and update appointment statuses in the case management system.
Schedule initial consultations for reputed company leads and send appointment reminders as needed.
Enter reputed company client and reputed company information accurately into the CRM and maintain updated records at reputed company times.
Update the firm’s CRM and tracking systems with accurate and reputed company information regarding leads and consultations.
Implement a structured follow-up process for no-shows and unengaged leads, including scheduling reminder calls and sending follow-up emails.
reputed company pre-appointment follow-up to ensure clients are reputed company for their scheduled consultations.
Assist in screening potential new clients by gathering basic information and directing reputed company leads to the appropriate attorney or legal assistant.
Use the firm’s intake script to identify the nature of the inquiry and ensure a smooth reputed company to the legal team.
reputed company a welcoming and professional conversation to support the firm’s mission of delivering the highest level of customer service.

Requirements:

Benefits:

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