Junior Intake Specialist

hace 2 semanas

Bogotá, Colombia HireHawk A tiempo completo

**Job Title: Intake Specialist**:
**Location**: Remote
**Reports To**: Intake Department Manager, HR/Office Manager, and Management
**Working Hours**: Your schedule may fall between 8:00 AM - 8:00 PM (Monday to Friday) and/or 10:00 AM - 7:00 PM (weekends), depending on business needs. Flexibility is key
We are a reputable and growing criminal defense firm focused on building solid defense strategies for the arrested and accused throughout the greater Los Angeles area, Orange County, and surrounding areas.
We are a family-oriented law firm with a fun and friendly atmosphere. We strive to help our on-site and off-site team members excel in their work through guidance, training, and support.
**Job Purpose**:
**Duties and Responsibilities**:

- Placing, answering, screening, and forwarding all calls, and assisting with callbacks related to potential clients
- Assessing whether leads meet the firm’s criteria for accepting cases
- Gathering background case information and patching calls
- Persistently monitoring all potential leads and following up with pending leads
- Preparing contracts/retainer agreements, running initial payments, and submitting/processing DocuSign
- Opening and handling new case files, reviewing/confirming information
- Contacting prosecutors, court clerks, and probation departments for case information
- Assisting with the case intake process, ensuring accuracy and completeness
- Communicating and establishing rapport with staff, attorneys, and clients
- Scheduling, reviewing, and processing payments through Law Pay, Clio, Phone, Venmo, Zelle, Cash App, etc.
- Contacting past due clients to bring them current
- Setting up and monitoring Autopay for clients on payment plans
- Issuing credit notes/refunds as needed and updating Clio
- Completing required IRS forms
- Ensuring timely completion of tasks and accurate documentation
- Accurately taking and maintaining notes for all clients
- Complying with firm policies, procedures, and all applicable laws
- Other duties as assigned

**Requirements**:

- High school diploma or higher
- Exceptional written skills and note-taking ability
- Strong verbal communication skills to gather case details via phone
- High-level listening skills to understand client needs thoroughly
- Typing speed of 40-50 WPM
- Bilingual in English and Spanish (reading, speaking, writing)
- Tech-savvy and computer literate
- Able to take direction and execute tasks independently
- Professional demeanor
- 1-2 years of sales experience (required)
- Detail-oriented and highly organized
- Strong numerical accuracy
- Excellent problem-solving skills
- Ability to manage workload efficiently and update databases consistently

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