Position Purpose 

The Intake Specialist performs the initial consultation with our clients to determine which of our services fits their specific situation. The specialist then provides information to the Attorney so they can verify whether we can confidently win the case for the client. 

Essential Job Functions & Responsibilities 

• Learn, memorize, and research the case types we offer at the firm per Attorney’s guidelines 

• Qualify each client for a potential case type based on the Attorney’s direction, training, FAQ documents, and other communications 

• Review case pricing with clients and determine their best payment option to start a recommended case type 

• Use the Attorney’s approved ethical sales scripts to convert potential leads into admitted clients 

• Convert qualified leads into clients based on the benefits and values of each case type 

• Schedule and follow up with all leads that have potential case types 

• Assist with escalating phone calls from dissatisfied clients or clients requesting additional information 

 Essential Skills, Knowledge & Abilities 

• Work requires working and thriving in a fast-paced, high-energy, growth environment. 

• Excellent verbal and written communication skills 

• Sales, retention, or collection experience is required. 

• World-class customer service skills 

• Proven ability to meet deadlines and time manage themselves and others 

• Impeccable organizational skills and attention to detail 

• Strong analytical and problem-solving skills 

• Ability to prioritize tasks and delegate them when appropriate 

• Enjoy working in a fast-paced, results-driven environment 

• Proficient with Microsoft Office Suite or related software 

Minimum Qualifications 

• Bilingual (Spanish English) B2 

• Proficient with Microsoft Office Suite or related software 

• High School Diploma or Similar