The Garza Law Firm’s Intake Specialist position is an entry level intake position that is the primary initial contact for all current and potential future clients of the law firm. This position obtains and reviews necessary information of new potential client inquiries to see if their case fits the firm’s focus. The position requires empathy, respect, and confidentiality when speaking to anyone that calls or visits the firm. This position schedules appointments and makes outgoing calls to perspective clients via phone, email, and text and regularly follows up on all leads the firm has received. The position interacts with all personnel and divisions of the firm. Spanish language proficiency is required to effectively communicate with and support a diverse client base. Those in this position do not have the authority to practice law, give legal advice, or set strategy for clients. This position does not supervise any employees.

Responsibilities

• Evaluate potential client inquiries via phone, or in person.
• Communicate effectively with both English- and Spanish-speaking prospective clients to ensure accurate information gathering and a positive client experience.
• Set appointments for potential clients that meet the law firm’s criteria.
• Make outgoing calls for potential clients that reach out to the firm.
• Route calls for current clients, vendors, and others that call the firm.
• Sit at the front desk and answer phones, greet visitors, welcome, direct and announce visitors to the appropriate people.
• Be available to open and close the office.
• Be available to participate in a monthly rotation of work schedule. The first shift begins at 7:30 am and last shift starts at 10:30 am (Office Hours: 7:30 AM-7:30 PM).
• Follow up with potential clients after their appointments.
• Follow up with potential clients after their consultation.
• Respect all clients with dignity and confidentiality.
• Confirm future appointments.
• Create appointment folders for future appointments.
• Strive to provide essential wows to potential and current clients as well as co-workers.
• Know and apply communication tips based on Print and Kolbe A results and the Print and Kolbe A results of co-workers.
• Be available to participate in any potential (infrequent) travel, overnight stay, and training.

Work Experience

• Required: Bilingual in English and Spanish (spoken and written).
• Preferred: Experience in a contact center and/or customer service setting or reception position

Education / Certifications / Other Qualifications / Success Traits

Required

• High School Diploma
• Ability to communicate fluently in both English and Spanish.

Successful Traits include, but are not limited to:

• Confidentiality of client information and cases.
• Punctuality and the ability to demonstrate schedule adherence.
• Willing and able to work in a high call volume work environment for long periods of time.
• Familiarity and experience with Microsoft 365 products.
• Ability to type while talking with clients to capture the important information required to effectively summarize details.
• Effective written and verbal communication appropriate for a professional work setting.
• Ability to show empathy with situational awareness regardless of the nature of their call or visit. Favors curiosity over judgement.