Intake Specialist
The Intake Specialist is the primary point of contact when a prospective client is seeking advice from the firm. This position is responsible for gathering information necessary to determine what services might be needed and guiding the potential client to the right area by asking thoughtful and relevant questions. The Intake Specialist also coordinates with the potential new client to collect documents relative to the new matter and schedules time with the appropriate attorney for a discussion. This position also serves as back-up to the receptionist.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Answering inbound calls or other communications from potential new clients.
- Communicating, either verbally or in writing, asking probing and targeted questions to ascertain legal needs.
- Collecting contact and other information and entering it into the firm’s client relationship management system.
- Scheduling appointments and telephone calls; following up as needed to confirm or reschedule appointments.
- Work closely with executive assistants and case managers to transfer new intake files to attorneys.
- Prepare and handle client intake meeting paperwork and documents.
- Follow up with attorneys to determine if any cases have been referred.
- Handle all client intake relations.
- Provide client intake reports as requested.
- Provide back-up assistance to the receptionist by answer incoming calls, greeting guests and setting up conference rooms.
- Willingness to follow and accept our core values of integrity, teamwork, respect, professionalism, competence and desire for greatness
- Performing other work-related duties as assigned.
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- Associates degree in business, hospitality, marketing or related discipline required; Bachelor’s preferred. Some college plus five to seven years relevant experience may replace a degree.
- Minimum of two years of professional job experience; preferably in a law firm setting.
- Exceptional customer service skills.
- Excellent oral and written communication skills.
- Ability to multitask.
- Ability to work under pressure and deadlines.
- Proficient with Microsoft Office products.
Skills and Core Competencies
- Communication
- Customer Service
- Team Player
- Multitask
- Good listening skills
- Organization
To apply for this opportunity, please submit a detailed resume describing the duties you’ve performed in past positions, as well as a cover letter telling us why you are searching for a new position and why you believe that you are the best candidate. You may email your resume and cover letter to sandy@dorceylaw.com.
No emails, phone calls or walk-in applications will be accepted. Only those candidates being considered will be contacted.
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Experiences From Our Happy Clients
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We had been looking for a law firm to help us with asset protection and revamping some trusts. We had met and worked with several lawyers but in the end were very disappointed. We happened to accept an invitation to meet Josh Dorsey and Michael Scott at a presentation of the company. We were extremely impressed and have been more than pleased ever since. They listened to our concerns and needs and devised a plan to meet all of them and explain additional documents that were extremely important. To this day, I am so thankful we are working with this firm and would highly recommend them.- Cynthia A.
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I will say Dorcey Law Firm is amazing!!! I called on a Monday it was around 4:30pm so of course I didn't get a call back that day. However, first thing the next day I got a call from Carrie (So wonderful and so helpful) she put me on the calendar with Erica Johnson the following week. I have to give a RAVE review about Erica (She is fabulous, knowledgeable, understanding and communicates so well even if you ask the question more than once). When I first met Erica she was so professional and knew what she was talking about. I felt comfortable in her answers to my questions and was grateful I was scheduled with her. When you think attorneys you think all they will want is your money, this is not the case here at Dorcey Law. The price for the items I was asking for was reasonable and fair. The professionalism of the staff and Erica was by far some of the best service from a law firm I have every gotten. IM GLAD TO SAY I AM MORE THAN HAPPY WITH ERICA, THE GIRLS AT THE FRONT, CARRIE & JUST THE EXPERIENCE OVERALL!!!!! Huge THANK YOU!!!! If you ever need an estate lawyer call Dorcey Law!!!!- Brent M.
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“I've had the pleasure of knowing Josh for 9 years and he and his staff are wonderful. I would highly recommend this firm.”- Kathie M.
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“Erica D. Johnson helped my husband and I set up our trust. She was patient, thorough, knowledgeable. Thanks Dorcey Law Firm, PLC for taking good care of us!”- Janis M.
