Unitedfirm

Senior Client Intake Specialist (Immigration and Criminal Defense)

Houston, Texas. Posted a month ago

The role

The Senior Client Intake Specialist will be the point of contact with prospective clients and screen leads. This person will obtain case details to help the firm determine if a case should be retained.

What you will do

  • Screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries
  • Immediately contact every potential client and establish relationship with client
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Collaborate with our attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and perform accordingly

Required qualifications

  • Bilingual (English/Spanish) with full proficiency REQUIRED
  • Minimum 3 years of sales experience required
  • Strong background with performance-based metrics
  • Resourceful and motivated to solve issues as they arise
  • Proven track record to meet goals and deadlines
  • Must be able to work weekends

Nice to have

  • customer service experience a major plus
  • Case Management software experience is a major plus
  • Immigration and Criminal Defense experience is strongly preferred

Benefits

  • medical, dental, and vision insurance
  • 401(k) plan
  • catered lunches
  • complimentary parking
  • paid time off

About the company

The United Firm | La Liga Defensora, APC is a growing firm with a team of professionals who aim to excel in the legal industry.

Senior Client Intake Specialist (Immigration and Criminal Defense) at Unitedfirm | JobZoey