
Legal Case Intake Specialist Alternative Title
2 days ago
We are seeking a skilled Legal Case Intake Professional to enhance case conversions through a voice-based intake system. This role primarily focuses on outbound calls, but may also involve handling inbound calls as needed, guiding potential clients through the intake process, and accurately capturing case details.
- Make outbound calls to follow up on leads from marketing campaigns or referrals.
- Handle inbound calls as needed to support team collaboration and workflow continuity.
- Adhere to a structured outbound script while building rapport and handling objections.
- Consistently meet daily and weekly call volume targets and conversion benchmarks.
- Accurately capture and update client information using CRM tools.
- Manage rejections professionally and escalate qualified leads efficiently.
- Provide clear and timely updates on availability, performance blockers (e.g., equipment issues), or missed targets.
- Participate in coaching sessions and apply feedback proactively.
- Licensed attorneys, paralegals, or candidates with experience in customer service, legal intake, or call centers are welcome.
- A strong sense of accountability - reliable with schedules, updates, and response times.
- Ability to work independently with minimal supervision.
- Open to coaching, quick to apply feedback, and resilient under pressure.
- Able to operate with consistent internet connection and functional equipment (headset, PC).
We're looking for someone who is:
- Proactive, with a keen ability to adapt and learn quickly.
- Experienced in legal case intake processes.
- Familiar with client qualification and lead conversion methodologies.
This is an excellent opportunity for individuals seeking a challenging and rewarding career in legal services.
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