Intake Specialist

ProvenLaw, PLLC
Saint George, UT Full Time
POSTED ON 5/6/2023 CLOSED ON 7/4/2023

What are the responsibilities and job description for the Intake Specialist position at ProvenLaw, PLLC?

About us

ProvenLaw, PLLC is a small business in Saint George, UT. We are professional, customer-centric, innovative and our goal is to be the most recommended estate planning firm in the region.

Our work environment includes:

  • Modern office setting
  • Growth opportunities

An intake specialist receives and qualifies new and prospective clients for our law firm. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of potential clients both on the phone and in person. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Legal intake specialists monitor the phones at the office at a law firm and manage the CRM program (Lawmatics and Clio Manage).

Job Type: Full-time

Pay: $15.00 - $25.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Free parking
  • Life insurance
  • Opportunities for advancement
  • Paid sick time
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday
  • No nights
  • No weekends

Travel requirement:

  • No travel

Ability to commute/relocate:

  • Saint George, UT 84770: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • CRM software: 1 year (Preferred)

Work Location: In person

Salary : $15 - $25

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