
Case Conversion Coordinator
1 day ago
Are you a detail-oriented and customer-focused professional looking to make a difference in the legal industry? We are seeking a skilled Legal Intake Specialist to join our team.
This role primarily focuses on outbound calls, guiding potential clients through the intake process, and accurately capturing case details. As a Legal Intake Specialist, you will be responsible for:
- 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.
To succeed in this role, you will need:
- A strong sense of accountability - reliable with schedules, updates, and response times.
- The ability to work independently with minimal supervision.
- Openness to coaching, quick application of feedback, and resilience under pressure.
- Familiarity with AI-powered call analysis tools or willingness to learn and adapt to them.
As a Legal Intake Specialist, you will have the opportunity to:
- Work with a dynamic and growing organization.
- Develop your skills and knowledge in the legal industry.
- Contribute to the success of our team and help shape the future of our company.
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