Legal Sales Specialist for a Law Firm in the US (Home Based Full Time)

Client Intake

• Act as the first point of contact for potential new clients, providing a warm and professional welcome.
  
• Handle inquiries from potential clients via phone, email, website referrals, or other referral channels.
  
• Contact potential clients to guide them through completing the intake form and scheduling consultations.
  
• Provide basic information about the firm’s services and assist with any initial questions.
  
• Follow up with clients to collect and record accurate information and documents in Lawmatics, including personal details and case specifics.
  
• Maintain regular communication with clients throughout the intake process, providing updates and addressing concerns.
  
• Check in potential clients for phone or Zoom video consultations.
  
• Ensure the firm’s calendar is accurate and reflects rescheduled or canceled consultations.
  
• Prepare and send client retainer agreements using Word, Dropbox, and DocuSign.
  
• After consultations with the Managing Attorney, guide clients through signing the retainer agreement.
  
• Follow up via phone, email, or text to confirm receipt of the retainer agreement and address any questions until the agreement is signed or declined.
  
• Coordinate with various departments to ensure a seamless transition from intake to active case management.
  

Phone Reception

• Serve as the primary contact for all incoming calls, unless directed to another extension.
  

Correspondence

• Draft and respond to emails, letters, and notices.
  
• Communicate with the reception office, vendors, and consultants.
  

Reporting

• Prepare and present monthly reports, including the Potential New Client (PNC) and Rize Review reports.
  

Manage Client Reviews

• Oversee client reviews on platforms such as Rize App, Yelp, Google, AVVO, and LinkedIn.
  

Administrative Support

• Provide general administrative assistance to support the client services team as needed.