Bilingual Legal Intake Specialist - Korean & English
Company: Sul Lee Law Firm, PLLC
Location: Duncanville
Posted on: April 18, 2024
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Job Description:
Our rapidly growing law practice is seeking a full-time Legal
Intake Specialist to join our team! You'll survey prospective
clients and empathize with them on the details of their cases,
manage new client onboarding and data entry, and help our lawyers
book and manage their appointments. We'll provide the training and
resources to help you flourish in your role on a tight-knit,
supportive, and passionate legal team. If you have prior customer
service experience, great communication skills, and a passion for
helping others, apply today!
Responsibilities:
--- Collect paperwork and enter data into our case management
system to ensure a smooth onboarding for new clients and tidy
management of case files
--- Evaluate prospective client inquiries and phone calls,
analyzing their case fit and making sure they feel seen and
heard
--- Help foster prospective client streams by providing input into
awareness and law firm partnerships initiatives alongside the
marketing team
--- Perform miscellaneous clerical tasks as needed, including
transcription, research, spreadsheet management, and email writing
to ensure operational efficiency
--- Manage attorney schedules, including prospective client
consultations, to foster caseload growth
--- Screen and evaluate potential client contacts, establishing
compassionate connections focused on client goals
--- Conduct initial screening consultations (non-attorney
consultations)
--- Convert qualified potential clients into firm clients or
schedule attorney consultations
--- Gather detailed, fact-specific information about potential
clients and their situations
--- Understand the firm's legal practice areas and services
--- Analyze potential clients' legal needs and communicate relevant
legal services
--- Describe firm services, approach, engagement terms, and
case-related matters to potential clients
--- Prepare and present engagement letters and proposals with
detailed explanations for clients
--- Prepare and organize meeting materials for the upcoming
consultation
--- Accurately input potential client intake information into the
firm's CRM system
--- Follow up with non-converted potential clients and assist
attorneys in consultation preparation
--- Collaborate with attorneys on proposals and presentations for
corporate clients or potential projects
--- Answer incoming calls and work with client relationships and
the marketing manager on sales planning and trends
--- Organize sales data, analyze trends, and assist in the
development of resources for potential clients
--- Handle firm's general administrative tasks including guest
greeting, internal assistance of other department when it
needed
Qualifications:
--- Excellent and empathetic verbal and written communication
skills required
--- Familiarity with case management and CRM systems a bonus
--- Proficiency with Microsoft Office products, especially
Microsoft Excel
--- High school diploma or GED is a requirement; Bachelor's degree
is a plus
--- Solid data entry, spreadsheet management, and computer
skills
--- Proficiency in Microsoft Office (Outlook, Word, Excel, and
PowerPoint)
--- Experience with CRM, preferably Lawmatics
--- Previous experience in a law firm or professional services firm
is preferred
--- Must be Bilingual in English and Korean
--- Self-starter and team player with excellent prioritization,
problem-solving, and time-management skills
--- Outstanding interpersonal and communication skills, both
written and oral
--- Flexibility and adaptability in a fast-paced work
environment
--- Strong client-first work ethic
--- Proactive, can-do attitude, with great follow-through and
resourcefulness
--- Knowledge of the legal industry is an asset
--- Real-life experience with a few "battle scars" for empathy and
understanding is an asset
--- Ability to effectively interface with all levels of personnel
within the organization and external clients
--- Strong attention to detail
Benefit: After Probationary Period
--- Health, Dental & Vision Insurance
--- PTO
--- 401(k) and company match of 4%
--- Professional development assistance
About Company:
Sul Lee Law Firm, PLLC
Sul Lee Law Firm is a fast-growing business, commercial, and IP
litigation/transactional firm. Established in 2013, we have
experienced significant growth each year. Our firm is known for
providing practical solutions, achieving courtroom victories, and
maintaining long-term relationships with clients. We value a
healthy work-life balance and are committed to building a future
for clients while supporting our team members' personal
well-being.
Check out our career page on our website to see what other
employees and attorneys talk about our firm.
https://sulleelaw.com/careers/
Benefits:
Medical/Dental/Vision insurance401(k) and Employer MatchPaid Time
OffProfessional Development
Keywords: Sul Lee Law Firm, PLLC, DeSoto , Bilingual Legal Intake Specialist - Korean & English, Other , Duncanville, Texas
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