
Senior Legal Intake Professional
7 days ago
We are currently seeking a highly skilled professional to take on the role of Legal Case Intake Specialist. This individual will be responsible for enhancing case conversions through a voice-based intake system.
The primary focus of this role is on outbound calls, with the possibility of handling inbound calls as needed. Key responsibilities include:
- Making outbound calls to follow up on leads from marketing campaigns, online forms, or referrals.
- Handling inbound calls as needed to support team collaboration and workflow continuity.
- Adhering to a structured outbound script while building rapport and handling objections.
- Consistently meeting daily and weekly call volume targets and conversion benchmarks.
- Accurately capturing and updating client information using CRM tools.
- Managing rejections professionally and escalating qualified leads efficiently.
- Providing clear and timely updates on availability, performance blockers (e.g., headset issues), or missed targets.
- Participating in coaching sessions and applying feedback proactively.
- Maintaining transparency and accountability in daily work logs and call quality.
- Law graduates, 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.
- Able 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).
- Flexibility in handling campaign shifts based on business needs.
We're looking for someone who is:
- Proactive, with a keen ability to adapt and learn quickly.
- Experienced in legal case intake.
- Knowledgeable in client qualification and lead conversion processes.
- Familiar with AI-powered call analysis tools or willing to learn and adapt to them.
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