Legal Intake Specialist
Chisholm Chisholm & Kilpatrick (CCK) is a private, public-interest law firm offering rewarding work with a focus on disabled military veterans and their families, as well as a wide range of other individuals who have been denied life, health, and disability benefits. As a team, we are committed to equality and inclusion in the workplace and seek to hire well-qualified and highly motivated individuals who best represent the diversity of our clients. CCK is seeking Legal Intake Specialists to join our growing team.
Legal Intake Specialist
Your mission would be to establish the firm’s relationship with qualified potential clients by conducting interviews via telephone. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans’ Benefits and ERISA & Insurance matters. You would need to learn about our law practice areas and become conversant with the legal issues facing our clients. CCK provides this training. This important role involves high volume internal and outbound phone work and completion of administrative duties related to client intake and retention.
Duties Include:
- Serve as point of contact for potential clients throughout the intake process;
- Manage large amounts of inbound and outbound calls in a timely manner;
- Clear, concise, and accurate written and verbal communication;
- Following communication “scripts” when handling different topics;
- Learn about CCK’s practice areas and become conversant with the legal issues facing our clients;
- Demonstrate empathy to potential clients and put them at ease during their difficult time;
- Provide detailed written summaries about potential clients’ needs to attorneys;
- Request and review all necessary documents from potential clients.