Overview

Intake Specialist Jobs in Rockwall at Ashmore & Ashmore Law Firm

About Us:
At Ashmore & Ashmore Law Firm, we take pride in providing exceptional legal services to our clients. As a family-run full-service law firm, we are committed to treating each client with the care and dedication they deserve. We are looking for a professional and personable Legal Intake Specialist to serve as the first point of contact for our clients and leads. Legal experience required!

Job Summary:
As a Legal Intake Specialist, you will be responsible for managing the front desk and handling receptionist duties, including greeting clients, answering phone calls, and responding to inquiries. Additionally, you will follow up with leads, schedule consultations, and ensure that each potential client receives prompt and excellent service. You will play a key role in making a lasting first impression on behalf of our firm.

Duties:

  • Responsibilities
  • Follow up with prospects via email, phone calls, and other forms of communication to add them to the sales pipeline and generate qualified leads
  • Give accurate monthly and quarterly sales reports to the team to show progress toward company goals
  • Qualify the incoming leads you generate for consultations with Attorneys to provide quick response times and meet their needs
  • Essential duties and responsibilities
  • Manage cultivation of sales inquiries to convert leads to appointments
  • Practice and follow scripts to deliver the team value proposition and handle objections
  • Qualify leads to accurately convey legal needs and financial specifics to Attorneys
  • Manage database to ensure processes run smoothly and there is rigorous lead as well as setting appointments directly to multiple Attorneys while managing their calendars
  • Understand and adhere to local, state, and federal laws

Lead Follow-Up:

  • Follow up with leads to schedule consultations, provide additional information, & convert to client.
  • Maintain accurate records of client interactions in the CRM system.
  • Ensure timely follow-up with leads who haven’t converted to clients yet.

Administrative Support:

  • Assist attorneys and staff with administrative tasks as needed.
  • Schedule appointments and consultations for attorneys.
  • Organize and maintain client files, ensuring confidentiality.

Qualifications:

  • Previous experience in a receptionist or client-facing role, preferably in a legal or professional services environment.
  • Excellent communication and customer service skills.
  • Strong organizational skills and attention to detail.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in familiarity with CRM systems is a plus.

Job Type: Full-time

Benefits:

  • Health insurance
  • Paid time off

Schedule:

  • 8-hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Rockwall, TX: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

  • Driver’s License (Preferred)

Work Location: One location

About Ashmore & Ashmore Law Firm

Ashmore & Ashmore Law Firm is a growing Law Firm in Rockwall, Terrell, & Waxhachie, Texas. We provide customized legal solutions to our clients. Ashmore & Ashmore was founded with one mission: to meet each individual client’s needs. If there is one thing our lawyers have learned in their years of practicing law it is that every case is different. Every client is unique and has a different perspective and expectation regarding their case. At Ashmore & Ashmore, we will work tirelessly to achieve the best possible result for our clients, regardless of whether that client is an individual or a Fortune 500 company.

Job Type: Full-time

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

Title: Intake Specialist

Company: Ashmore & Ashmore Law Firm

Location: Rockwall

 

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