The DS Advantage!!
Creating: Superior Performance ~ Distinctive Impact ~ Lasting Endurance
Through: Teamwork ~ Service ~ Excellence
We help injured and disabled people through Teamwork, Service, and Excellence. You will embody this mission by serving as a trusted first point of contact for prospective clients and supporting our attorneys through an effective, compassionate intake process.
We are seeking an innovative and client-focused Legal Intake Representative who can connect with prospective clients and gather important case information. In this role, you will evaluate prospective client cases, build rapport, and convert qualified leads into retained clients. The ideal candidate is an excellent communicator with strong sales instincts and the empathy to assist individuals seeking legal services.
Key Responsibilities
- Convert qualified leads into signed cases by building trust, clearly explaining next steps, and meeting or exceeding conversion goals
- Answer inbound calls, emails, and online inquiries from prospective clients
- Conduct initial intake interviews to gather relevant facts, identify client needs, and evaluate eligibility based on firm guidelines
- Accurately document client information in Litify, the firm’s case management system
- Maintain confidentiality and comply with all legal, ethical, and firm standards
- Provide client satisfaction by welcoming prospective clients and answering questions
- Follow up promptly with leads to support client retention and maximize conversion opportunities
- Schedule in-office appointments (IOA) between prospective clients and attorneys
Education Requirements
- Minimum: High School Diploma or GED
- Preferred: Associate’s or Bachelor’s degree in Legal Studies or Business Administration
Qualifications and Experience
- Experience: One to three years of experience in customer service, sales, or a legal administrative role
- Technical Skills: Proficiency with MS Office Suite, Adobe Acrobat, and legal case management software
- Soft Skills: Strong active listening, empathy, attention to detail, decision-making, organization, and time management skills
- Language: Bilingual (English/Spanish fluency) is a plus
Compensation and Benefits
- Competitive salary based on experience
- Medical, dental, and vision insurance
- Paid time off and holidays
- Retirement plan options
- Professional development opportunities
- Positive team atmosphere
