Position: Legal Intaker
Firm: Solano Immigration Law Firm
Type: Full Time
Position Overview
The Legal Intaker is the first point of contact for potential clients, responsible for gathering essential information and securing a consultation to determine case eligibility. This role is crucial in ensuring a seamless client intake experience while maintaining professionalism and empathy.
Key Responsibilities
- Engage with potential clients to assess their immigration needs and eligibility.
- Conduct intake calls, gather necessary documentation, and enter data into the CRM system.
- Maintain a welcoming and client-friendly tone during all interactions.
- Follow up with leads and schedule consultations with attorneys.
- Work collaboratively with attorneys, legal assistants, and other departments to ensure a smooth onboarding process.
- Uphold client confidentiality and professionalism in all communications.
Qualifications
- Fluent in English and Spanish.
- Strong interpersonal and communication skills.
- Experience in a client-facing role preferred.
- Ability to handle sensitive information with discretion.
- Proficiency in CRM systems and Microsoft Office Suite.
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