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Are you a proactive professional who excels at guiding potential clients through their first interaction with a law firm?
Do you thrive in a fast-paced environment, ensuring every inquiry is handled promptly and no lead falls through the cracks?
Can you confidently engage with potential clients, assess their legal needs, and facilitate a smooth intake-to-sign-up process?
Final question: When faced with a challenge, do you get excited or run away?
** IMPORTANT: TO APPLY **
If you have any questions, please email recruit@crisp.co only.
- Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.
To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.
**RECRUITERS DO NOT CONTACT**
At Lopez Law Group, a dedicated real estate law firm based in St. Petersburg, Florida, we are committed to providing top-tier legal services to our clients. We pride ourselves on offering exceptional, affordable legal solutions to individuals and families facing complex real estate issues. Our firm’s mission is deeply rooted in integrity, professionalism, and a commitment to empowering clients through comprehensive support.
As we continue to expand our practice and serve a growing number of clients, the need for a highly skilled Intake Specialist/Legal Assistant has never been greater. This role is crucial in ensuring that every client’s first interaction with our firm is met with professionalism, efficiency, and empathy. As the first point of contact, you will play a vital role in guiding clients through the intake process, accurately gathering critical information, and seamlessly transitioning cases to our legal team. Your work will directly contribute to the firm’s ability to provide timely and effective legal solutions, reinforcing our mission of delivering exceptional real estate law services with integrity and care.
What you’ll do:
- Client Intake Management: Handle all incoming calls, emails, chats, and texts from potential clients promptly and professionally. Gather necessary information quickly and accurately to facilitate the intake process.
- Proactive Lead Follow-Up: Ensure every inquiry receives a timely response and no lead goes unanswered. Actively track and follow up with potential clients, preventing any from falling through the cracks.
- Lead Qualification: Assess potential clients through structured intake questions to determine case viability and alignment with the firm’s practice areas. Conduct conflict checks to ensure there are no conflicts of interest before proceeding with consultations.
- Lead Conversion: Communicate the firm’s expertise and approach, helping potential clients understand how our services can address their legal needs. Build trust and confidence to facilitate their decision to sign up with the firm for a paid consultation and formal engagement.
- Database Management: Accurately input client information into our database, ensuring all records are up-to-date and easily accessible for the legal team.
- Collaboration: Work closely with attorneys and support staff to ensure a seamless transition from intake to case management.
- Process Improvement: Identify opportunities to streamline the intake process and enhance client satisfaction.
What we’re looking for:
- Experience: At least 5 years in client-facing roles, preferably in the hospitality industry, where strong interpersonal and service skills are essential. Experience in sales, client engagement, or high-volume client interactions is highly valued. Candidates with proven success in lead conversion are especially preferred. Legal experience is not required but is a plus.
- Communication Skills: Exceptional interpersonal skills with a strong ability to communicate effectively and provide excellent client engagement and service.
- Proactive & Results-Driven: A go-getter who takes initiative, actively pursues leads, and moves quickly to convert inquiries into client sign-ups.
- Technical Proficiency: Experience working with phone systems and databases. Ability to quickly learn and adapt to new technologies.
- Self-Starter: Highly motivated, task-oriented, and able to work independently without the need for constant supervision.
- Attention to Detail: Meticulous in data entry and process management, ensuring accuracy in all aspects of the role.
Why you should work here:
- Impactful Work: Your role is the first step in helping clients navigate their legal challenges with confidence and ease. By seamlessly guiding them through the intake process, you provide reassurance, clarity, and support, ensuring they feel cared for and valued from the very first interaction.
- Professional Growth & Innovation: At Lopez Law Group, you will work alongside seasoned legal professionals in a supportive environment that values continuous learning, innovation, and career advancement. Every day offers opportunities to refine your skills and broaden your legal expertise.
Additional perks:
- Healthcare Benefits: Enjoy comprehensive health, dental, and vision coverage, ensuring you have the care and support you need.
- Retirement Savings: Secure your future with our 401(k) plan and employer matching, helping you build long-term financial stability.
- Paid Time Off (PTO): Take time to recharge with our generous PTO policy, designed to support a healthy work-life balance.
At Lopez Law Group, your role as Intake Specialist/Legal Assistant is more than just a job; it's an opportunity to be the welcoming face of our firm, ensuring that every client feels valued and confident in their choice to work with us. Your dedication and expertise will lay the foundation for lasting client relationships, contributing to our mission of providing exceptional legal services with integrity and compassion. We invite you to join our team and be a part of a firm that not only excels in the legal arena but also makes a tangible difference in people's lives, fostering a culture of growth, empathy, and excellence.
