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Intake Specialist

Company: Victorium Legal, Inc.
Location: Woodland
Posted on: May 11, 2024

Job Description:

Our law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed! You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. If the thought of coming to work every day and making a positive impact on our client's lives excites you, start your application today!


--- Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases
--- Manage attorney schedules, including prospective client consultations, to foster caseload growth
--- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
--- Conduct various tasks around the office such as managing spreadsheets, writing emails, faxing and copying, and transcribing notes to make sure all processes run smoothly
--- Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently


--- Firm knowledge of spreadsheet and data management, as well as computer skills
--- Previous experience with CRM and case management software desired
--- Customer service or sales experience a plus
--- Excellent and empathetic verbal and written communication skills required
--- Background in the legal industry preferred
--- High school diploma or equivalent needed, while a Bachelor's degree is desired
--- Proficiency with Microsoft Office products, especially Microsoft Excel

About Company:
Victorium Legal, Inc. specializes in estate planning and administration for business owners and Trust, Employment and Real Estate Litigation matters. We strive to create an experience that is unlike other law firms. We serve with heart, we value our team, and client's comfort and satisfaction is our primary concern. We have made it our mission to stand out by combining top-notch legal advice with real-world solutions that make sense and give our clients peace of mind.

Keywords: Victorium Legal, Inc., Woodland , Intake Specialist, Other , Woodland, California

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