We're looking for an experienced client services professional to become the first point of contact for a small real estate law firm.
This is a combination of legal receptionist, client intake and client relations.
The main goal is to take calls and enquiries away from the attorney, properly understand what the person needs, and decide what should happen next.
You'll need to learn the firm's services, the types of matters it handles and the types of work it doesn't take on. You'll also need to understand when a potential client should be referred to another attorney or professional.
There is also an opportunity to help build a proper intake process for the firm. The current system isn't as structured as it needs to be, so someone who can improve the process and eventually help manage it will have plenty of scope to grow.
You'll also work with existing clients and referral partners.
This includes:
The aim is for clients to feel that they are speaking with someone who knows the firm and can actually help them, rather than simply someone answering the phone.
The current intake process needs to be developed and properly structured.
The successful candidate will have the opportunity to:
This means the role could grow considerably for the right person.
Previous experience in a law firm is strongly preferred, particularly experience with:
You should be comfortable speaking to people on the phone and asking questions rather than simply taking messages.
Experience with real estate law would be particularly useful, although a strong legal intake background in another area could also work.
Confidence is important for this role.
You'll be speaking with potential clients, existing clients and referral partners, so you need to be friendly and professional while being comfortable taking control of a conversation.
The right person will be:
You don't need to know everything on day one. You do need to be willing to learn the business properly and become confident enough to handle conversations without immediately passing everything to the attorney.
The goal is for the attorney to stop having to personally screen every incoming call.
Over time, you should become the person who can:
Answer → Understand → Qualify → Guide → Schedule or Refer
You'll also help build the systems behind this process so that the firm can eventually bring additional junior staff into the intake function.
The firm currently uses:
Experience with Clio would be particularly useful, although training can be provided to someone with the right background.
There is a clear opportunity for this role to grow.
Someone who can build and manage the intake process could eventually take responsibility for the function, help bring on junior team members and take on additional hours and responsibilities as the firm grows.
Job details are sourced from the employer's original posting.
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Assist World is a company that provides assistance services.