Intake Specialist
Ibrahim Law Global, Ibrahim Law Global, Hickory Hills, IL Hickory Hills, IL Full-time Full-time $18.
21 - $23.
93 an hour $18.
21 - $23.
93 an hour 3 days ago 3 days ago 3 days ago Overview:
The Intake Specialist/Office Assistant handles the Firm's relationships with the clients, potential clients, former clients, referral sources, professional contacts, and the general public.
Reporting Relationship:
The Intake Specialist reports to the Firm Administrator (or Owner, until the Administrator position is filled).
Authority:
Non-attorney support staff are prohibited from practicing law by the ABA's Rules of Professional Conduct and State Bar Association rules.
All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney.
In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law.
This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements, or share fees with the Firm.
Responsibilities:
Intake Specialist Talks to leads and identifies whether they are qualified leads by asking a series of questions designed to speak to the ideal A
client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Schedules qualified leads for initial consultations (sales calls) Initiates the pre-engagement glidepath Prepares the salesperson with all the information needed for a successful conversation/consultation Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment Assists with onboarding the client to the firm (opening the file, notifying the legal team) Follows up with new clients within 5 days of engagement to ensure customer satisfaction and whether there are any questions about client handbook/policies Makes referrals to appropriate firms/other sources, shares free resources, or provides other assistance (for leads who are not ideal or who do not schedule a consultation) Stays in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for future contact Updates the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics Administrative Duties Answer telephones, routes callers, answers questions, schedules return calls Make copies/scans documents Opens, reviews, scans, files and routes mail Triages the Owner's email and controls the general office email accounts Maintain Owner's calendar and Firm Master Calendars and ensures time is blocked for team meetings, marketing planning and activities, financial controls, administrative activities, strategic planning Handles all office administrative work Marketing Support Duties Executes the Firm's post-engagement glidepath (communications to clients when case closes in stages from 1 day to 1 year, obtains reviews and testimonials) Ensure Back-end Marketing calls to former clients and current referral sources are blocked on the Owner's calendar, provide call lists to the Owner prior to the call, and update the rainmaking rolodex (or CRM) timely Follow an approved script call former clients (on behalf of the Owner) to check-in with current or former clients Ensure notecards and follow up cards are in stock and sent timely after networking events or on important dates, and the rainmaking rolodex (or CRM) is updated timely Maintain and help update a tracking system to monitor and report on progress with leads, prospective new clients, and referral sources.
Provide weekly reports to the Owner.
Matrix of Tasks Daily Open, sort, scan, save/route mail and email Answer telephones; screen attorney calls; take messages Schedule initial consultations Schedule client appointments Review daily appointments and reminders Create contacts and update contact information in the case management or contact management system Open matters the case management or contact management system Send engagements to clients Accept and process payments Meet with the Owner daily re:
tasks, consultations Weekly Review and update the Intake/Lead Pipeline Report Review and update the Matter/Case Status Report Review additional projects to be accomplished and calendared Case and administrative filing Close matter files Provide the Owner with lists of GAS calls for the week Update the CRM/Rainmaking Rolodex to track last contacts Monthly Meet with legal team to ensure calendars, task lists, and case management systems remain current Education & Experience Prior customer service experience required.
Experience with a cloud-based/web-based CRM and case management system.
Knowledge of the legal industry is an asset.
Education and/or work experience equivalent to a bachelor's degree.
Key Performance Indicators 100% of cases in the Lead Pipeline are touched at least every 3 days 90% of engagement letters are sent within 1 day of the consultation 90% of new clients are contacted within 5 days of engagement 90% of closed clients are contacted within 5 days of resolution Job Type:
Full-time Pay:
$18.
21 - $23.
93 per hour Expected hours:
40 per week
Benefits:
Dental insurance Employee discount Health insurance Paid time off Vision insurance Work from home Schedule:
Monday to Friday
Experience:
Customer service:
3 years (Required) Computer skills:
3 years (Required) Language:
Arabic (Required) Work Location:
Hybrid remote in Hickory Hills, IL 60457.
Estimated Salary: $20 to $28 per hour based on qualifications.
21 - $23.
93 an hour $18.
21 - $23.
93 an hour 3 days ago 3 days ago 3 days ago Overview:
The Intake Specialist/Office Assistant handles the Firm's relationships with the clients, potential clients, former clients, referral sources, professional contacts, and the general public.
Reporting Relationship:
The Intake Specialist reports to the Firm Administrator (or Owner, until the Administrator position is filled).
Authority:
Non-attorney support staff are prohibited from practicing law by the ABA's Rules of Professional Conduct and State Bar Association rules.
All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney.
In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law.
This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements, or share fees with the Firm.
Responsibilities:
Intake Specialist Talks to leads and identifies whether they are qualified leads by asking a series of questions designed to speak to the ideal A
client, target the correct legal issues, gauge urgency/motivation, and determine whether there is potential for a conflict of interest.
Schedules qualified leads for initial consultations (sales calls) Initiates the pre-engagement glidepath Prepares the salesperson with all the information needed for a successful conversation/consultation Prepares engagement agreements and follows up to ensure prospects sign the agreement and make the agreed payment Assists with onboarding the client to the firm (opening the file, notifying the legal team) Follows up with new clients within 5 days of engagement to ensure customer satisfaction and whether there are any questions about client handbook/policies Makes referrals to appropriate firms/other sources, shares free resources, or provides other assistance (for leads who are not ideal or who do not schedule a consultation) Stays in contact with leads who do not schedule consultations, PNCs who do not appear for their consult, and PNCs that do not sign up after their initial consultation to keep the door open for future contact Updates the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics Administrative Duties Answer telephones, routes callers, answers questions, schedules return calls Make copies/scans documents Opens, reviews, scans, files and routes mail Triages the Owner's email and controls the general office email accounts Maintain Owner's calendar and Firm Master Calendars and ensures time is blocked for team meetings, marketing planning and activities, financial controls, administrative activities, strategic planning Handles all office administrative work Marketing Support Duties Executes the Firm's post-engagement glidepath (communications to clients when case closes in stages from 1 day to 1 year, obtains reviews and testimonials) Ensure Back-end Marketing calls to former clients and current referral sources are blocked on the Owner's calendar, provide call lists to the Owner prior to the call, and update the rainmaking rolodex (or CRM) timely Follow an approved script call former clients (on behalf of the Owner) to check-in with current or former clients Ensure notecards and follow up cards are in stock and sent timely after networking events or on important dates, and the rainmaking rolodex (or CRM) is updated timely Maintain and help update a tracking system to monitor and report on progress with leads, prospective new clients, and referral sources.
Provide weekly reports to the Owner.
Matrix of Tasks Daily Open, sort, scan, save/route mail and email Answer telephones; screen attorney calls; take messages Schedule initial consultations Schedule client appointments Review daily appointments and reminders Create contacts and update contact information in the case management or contact management system Open matters the case management or contact management system Send engagements to clients Accept and process payments Meet with the Owner daily re:
tasks, consultations Weekly Review and update the Intake/Lead Pipeline Report Review and update the Matter/Case Status Report Review additional projects to be accomplished and calendared Case and administrative filing Close matter files Provide the Owner with lists of GAS calls for the week Update the CRM/Rainmaking Rolodex to track last contacts Monthly Meet with legal team to ensure calendars, task lists, and case management systems remain current Education & Experience Prior customer service experience required.
Experience with a cloud-based/web-based CRM and case management system.
Knowledge of the legal industry is an asset.
Education and/or work experience equivalent to a bachelor's degree.
Key Performance Indicators 100% of cases in the Lead Pipeline are touched at least every 3 days 90% of engagement letters are sent within 1 day of the consultation 90% of new clients are contacted within 5 days of engagement 90% of closed clients are contacted within 5 days of resolution Job Type:
Full-time Pay:
$18.
21 - $23.
93 per hour Expected hours:
40 per week
Benefits:
Dental insurance Employee discount Health insurance Paid time off Vision insurance Work from home Schedule:
Monday to Friday
Experience:
Customer service:
3 years (Required) Computer skills:
3 years (Required) Language:
Arabic (Required) Work Location:
Hybrid remote in Hickory Hills, IL 60457.
Estimated Salary: $20 to $28 per hour based on qualifications.
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