Legal Intake Representative

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Legal Intake Representative
The candidate must be able to multi-task and to effectively communicate, problem-solve and to overall handle tasks timely and tactfully with all staff levels and the public. Must be able to adapt to a wide range of diverse internal and external clientele. Communicates in accordance with, and understanding of, applicable State Bar rules related to protected clientele information, confidentiality, and the unauthorized practice of law. Complies with corresponding company policies and procedures. Ability to effectively utilize available technology, including computers, databases, portals, and software needed to successfully perform the essential duties of the job. Maintains a professional, courteous demeanor and provides excellent customer service to CR Legal Team's external and internal clients. Obtains appropriate and pertinent information from the potential new clients who contact the firm. Ability to type a minimum of 40 words per minute and efficiently process data in the intake system while simultaneously speaking and interacting with potential new clients. Contacts and communicates with potential new clients as needed, using various communication channels. Returns calls for pending and potential clients based on department protocol. Follows up with potential new clients via personal notes, phone calls, text messages, and/or email. Manages the list of assigned leads requiring follow up and maintains departmental quality metrics. Communicates with Intake Leadership on all Intake quality issues. Performs other office/clerical duties as needed and/or required by Intake Leadership. High school diploma or general education degree (GED) and three to six months related customer service experience and/or training or an equivalent combination of education and experience. Background checks will be conducted on all final candidates for employment.

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