PJI Law, PLC

Intake Specialist

• Answer incoming calls within 5 seconds
• Respond to inquiries within 8 business hours
• Make warm calls to prospective clients
• Conduct consultative sales conversations
• Close over-the-phone sales opportunities
• Qualify leads and protect attorney time
• Build rapport and understand prospective clients' situations
• Determine whether the firm is the right fit
• Guide qualified prospects toward scheduling or retaining legal services
• Prepare client agreements and supporting documentation
• Maintain accurate CRM records
• Learn and utilize technology platforms
• Balance administrative tasks with excellent client service
• Deliver an exceptional client experience on every interaction

Intake Specialist I