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McLaurin Law LLC
Houston, TX, United States
Overview: The Intake Specialist handles the Firm's initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for type of law and conflict of interest, (2) initiate the pre-engagement glide path, and (3) ensure all leads are properly directed through the intake funnel. Reporting Relationship: The Intake
Job Source: McLaurin Law LLCThe Law Office of Whitney L. Thompson, PLLC
Houston, TX, United States
Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a d
Job Source: The Law Office of Whitney L. Thompson, PLLCSwyft Filings
Houston, TX, United States
Swyft Legal Intake Specialist This position is completely remote, however, we do require employees to reside in the State of Texas . We are currently seeking a reliable and highly motivated Intake Specialist to join our new Alternative Business Structure team as part of Swyft Legal. The successful candidate will be responsible for assisting wit
Job Source: Swyft FilingsProtos Security
Houston, TX, United States
Job description Company: Off Duty Services, Inc., a Protos Company Title: Intake Specialist Location: Houston, TX Off Duty Services is seeking an Intake Specialist to join its team. The Intake Specialist will report directly to the Dispatch Manager and will be the first point of contact for clients, officers and service partners, ensuring that
Job Source: Protos SecuritySoleo Health
Houston, TX, United States
Job Type Full-time Description Soleo Health is seeking a Clearance Specialist/Intake Coordinator to support our Home Infusion Specialty Pharmacy in Houston, TX . This is an in-person role . Join us in Simplifying Complex Care! Acute Home Infusion experience required. Soleo Health Perks: Competitive Wages & Incentive Pay Paid Parental Leav
Job Source: Soleo HealthHeard & Smith
Houston, TX, United States
Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with
Job Source: Heard & SmithMatian Firm
Houston, TX, United States
Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine i
Job Source: Matian FirmThe Matian Firm, APC
Houston, TX, United States
Job Description Job Description Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that
Job Source: The Matian Firm, APCHouston
Job Description Job Description Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now! Compensation: $15 - $20 hourly
Responsibilities: Organize paperwork and perform data entry in our case management system to streamline new client onboarding and current client files
Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow our prospective client base
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
Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
Qualifications: High school diploma or equivalent needed, while a Bachelor’s degree is desired
Full familiarity with the Microsoft Office suite, with advanced Excel proficiency
CRM and case management software experience a plus
Solid data entry, spreadsheet management, and computer skills
Previous legal experience a plus
About Company
We are a growing law firm with locations in Bay City, Texas and in Houston, Texas that handles family, probate, estate planning, medicaid planning and guardianship matters.
Legal Intake Specialist jobs in Houston
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