Intake Specialist

Intake Specialist Company Overview: Gomez Law, APC is a prominent law firm specializing in real estate litigation, providing comprehensive legal services to clients.
With a commitment to excellence and a track record of success, we pride ourselves on delivering personalized solutions and achieving favorable outcomes for our clients.
Position Overview: We are seeking a highly skilled and experienced Intake Specialist with a legal background in real estate or significant experience working within a law firm environment.
The Intake Specialist will play a vital role in identifying and nurturing potential clients, ensuring a consistent flow of leads for our attorneys to engage with and convert into clients.
Key Responsibilities: Lead Generation: Proactively identify and qualify potential clients through various channels, including inbound inquiries, referrals, marketing initiatives, and networking opportunities.
Initial Consultation: Conduct thorough screenings and evaluations of potential clients to gather pertinent information regarding their real estate cases, objectives, and legal matters.
Client Relationship Management: Cultivate strong relationships with potential clients, serving as their primary point of contact and providing guidance and support throughout the intake process.
Legal Compliance: Ensure compliance with all legal and regulatory requirements during the intake process, including adherence to client confidentiality and data protection laws.
Documentation and Record-Keeping: Accurately document client information, inquiries, and communications in the firm's CRM system, maintaining detailed and organized records.
Collaboration: Collaborate closely with attorneys and legal staff to facilitate smooth transitions of qualified leads into active cases, providing comprehensive briefs and background information.
Performance Tracking: Monitor and analyze intake metrics and performance indicators to evaluate the effectiveness of lead generation efforts and identify areas for improvement.
Qualifications: Bachelor's degree in Law, Business Administration, or related field preferred.
Legal Experience: Minimum of 5 years of experience working within a law firm environment, with a focus on real estate transactions and legal practices.
Communication Skills: Exceptional verbal and written communication skills, with the ability to convey complex legal concepts clearly and concisely.
Client-Centric Approach: Strong interpersonal skills and a client-centric mindset, with the ability to establish trust and rapport with individuals from diverse backgrounds.
Analytical Abilities: Strong analytical and problem-solving skills, with the capacity to assess client needs and identify opportunities for engagement.
Team Player: Ability to collaborate effectively with cross-functional teams and contribute to a positive and collaborative work environment.
Technology Proficiency: Proficiency with CRM software, Microsoft Office Suite, and other relevant tools and applications.
Benefits: Gomez Law, APC offers competitive benefits, including but not limited to health insurance, retirement plans, and professional development opportunities.