Intake Specialist

Responsibilities

• Consult Scheduling: Coordinate and schedule consultations for qualified Family Law leads while ensuring a smooth and organized transition to the legal team. Maintain accuracy, confirm appointments, and proactively reduce no-shows through consistent communication.
• Client Interaction: Serve as the first point of contact, conveying the firm's value through clear, empathetic communication while building trust and delivering a strong first impression.
• Process Management: Maintain adherence to the intake process, helping ensure a smooth and consistent workflow. Take initiative in improving processes by identifying and addressing bottlenecks.
• Performance & Accountability: Maintain strong performance across key metrics including call volume, consult scheduling, and conversions. Stay proactive in meeting targets, identifying gaps, and continuously improving results.
• Case Handoff: Ensure a smooth and timely transition of new clients to Case Managers, with clear communication and complete information, supporting a consistent and high-quality client experience.
• Data Management: Maintain accurate and detailed documentation of all interactions in systems such as Filevine and Lead Docket. Ensure information is complete, organized, and actionable to support team efficiency and continuity of service.

Requirements

• Sales Experience: 3-5 years preferred, with a proven ability to guide conversations toward action and drive meaningful results.
• Communication Skills: Strong verbal communication skills, with the ability to handle sensitive conversations with empathy, clarity, and professionalism.
• High Urgency: Operates with a strong sense of urgency, effectively managing a high volume of calls while maintaining timely and responsive follow-up.
• Customer Service Orientation: Demonstrates genuine empathy and care, building trust and fostering positive relationships with clients during challenging situations.
• Tech Proficiency: Comfortable navigating systems such as Filevine and Lead Docket, ensuring accurate and efficient documentation.
• Driven Personality: Self-motivated and results-oriented, with a proactive mindset and a natural drive to improve and succeed.
• Why you should work here:
• Professional Growth: Opportunity to develop into a lead role with potential to build and manage an intake team.
• Meaningful Work: Make a real difference in people's lives by being their first point of contact during challenging situations, providing guidance, reassurance, and a positive experie

Additional Information

Are you a highly effective and empathetic communicator with the ability to move conversations forward? Do you excel in fast-paced, high-volume environments where urgency and responsiveness are key? Can you transform relationships with empathy while navigating the complexities of personal injury and family law cases? Are you ready to elevate the intake process and significantly impact revenue growth at a dynamic law firm? Final question: When faced with a challenge, do you get excited or run away? ** IMPORTANT: TO APPLY ** If you have any questions, please email recruit@crisp.co only. Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform. To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. **RECRUITERS DO NOT CONTACT** At Brodie Law Group, we are dedicated to securing justice and maximum compensation for injury victims across Georgia. With offices in Macon, Gray, and Milledgeville, our attorneys bring trial-tested experience that levels the playing field against powerful insurance companies. We prepare every case for trial, earning us respect as relentless litigators who fight for the injured and their families. Our practice is not limited to personal injury. We bring broad courtroom experience across multiple areas of law, giving us an edge in handling the most challenging cases. This reputation for strength in litigation, combined with our personal dedication to every client, has positioned us as a trusted ally for those facing life-changing injuries and legal battles. The Intake Specialist role at Brodie Law Group is pivotal in strengthening our client engagement and converting potential leads into dedicated clients. As an integral part of our team, you will drive revenue growth by expertly navigating inbound inquiries and fostering meaningful client relationships. By efficiently managing the intake process, you empower our legal teams to focus on advocacy, ensuring every client receives exceptional care and representation.

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