Full-Time

Client Intake Specialist

Posted on 11/30/2023

The Matian Firm

The Matian Firm

201-500 employees

Provides legal services in various fields

Legal

Junior

San Antonio, TX, USA

Required Skills
Communications
Customer Service
Requirements
  • Bilingual (English/Spanish)
  • At least 2 years of experience doing intake preferably in the area of Immigration
  • Case Management software experience
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude
Responsibilities
  • Accurately screen telephone calls before scheduling an attorney-client consultation
  • Persistently monitor all potential new client inquiries (email, internet, phone & referrals)
  • Immediately contact every potential client & establish rapport with client
  • Continuously follow up with pending inquiries
  • Update logs and reporting systems to reflect status of all potential new clients
  • Conduct potential new client interviews with genuine empathy and compassion
  • Schedule appointments for potential clients
  • Take accurate notes during the attorney-client initial consultation
  • Work with the firm's attorneys to complete the initial consultation process
  • Assist attorneys with administrative tasks related to opening new cases and maintaining databases
  • Follow instructions from the supervising attorney and execute accordingly
  • Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.

The Matian Firm offers legal services in immigration, criminal defense, personal injury, and employment law, utilizing expertise in immigration law, criminal defense strategies, personal injury litigation, and employment law practices.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

N/A

Growth & Insights
Headcount

6 month growth

26%

1 year growth

69%

2 year growth

78%
INACTIVE