[Remote] Intake Specialist (Global)

Note: The job is a remote job and is open to candidates in USA. CrispRecruit is seeking an Intake Specialist for Elliott Frazier Law, a distinguished legal institution focused on Family Law and Personal Injury cases. The role involves managing client intake processes and ensuring a compassionate and efficient experience for prospective clients.

Responsibilities

• Client Contact: Serve as the main point of contact for all new client intake across Family Law and Personal Injury
• Consultation Sales: Effectively communicate the value of paid consultations to prospective Family Law clients, encouraging them to schedule and pay for initial appointments
• Consultation Coordination: Ensure that on-site intake staff are ready for in-person consults or contact and transfer remote consults in a timely manner
• Client Qualification: Quickly qualify and triage prospective Personal Injury clients, ensuring that cases align with firm capabilities
• Data Management: Enter and update lead information in Lead Docket, ensuring data accuracy and thoroughness for effective follow-up
• Scheduling: Manage calendar bookings in both Lead Docket and Outlook, coordinating with attorneys to streamline consultation scheduling
• Follow-Up: Conduct follow-up calls with no-show clients to reschedule consultations, maintaining client engagement and prospect retention
• Conflict Resolution: Coordinate quick conflict checks and maintain a conflict log to prevent scheduling issues and ensure seamless client service
• Script Development: Assist with refining intake scripts and processes, enhancing the firm’s efficiency and client service quality

Skills

• Skilled in delivering empathetic and efficient client interactions, especially in high-stress situations
• Confidently communicate the value of legal consultations and handle objections with ease
• Adept at managing intake processes for both Family Law and Personal Injury cases
• Thrives in a dynamic environment where contributions directly impact client experience and firm growth
• Proven phone-based sales experience with strong objection handling skills
• Outstanding verbal communication with a clear, understandable phone demeanor
• High level of empathy and professionalism when dealing with distressed clients
• Strong organizational skills with attention to detail and reliable follow-through
• Proficiency with Outlook/Office 365 for email and scheduling purposes
• Self-directed and reliable in a remote environment, with proactive communication skills
• Experience with Lead Docket preferred, with a willingness to learn and use effectively
• Bilingual Spanish is a strong plus, enhancing communication with a diverse client base

Benefits

• Technology Access: Firm provides email and cloud logins, ensuring all tools for success are available.
• Growth Opportunities: Engage in an environment that encourages professional development and skill enhancement.

Company Overview

• The experienced attorneys at Ticket Crushers, the Bay Area's premier Traffic and DUI Law Firm represent clients throughout the San Francisco Bay area for Traffic Violations, Criminal Defense, and Driving Under the Influence ("DUI"​) charges. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 2-10 employees. Its website is https://www.ticketcrusherslaw.com/.

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