Virtual Receptionist

As the first point of contact for potential clients, you will be instrumental in creating a strong first impression, guiding prospects through the intake process, and ensuring all leads are properly qualified and scheduled.

Responsibilities

  • Handle incoming calls and emails, greeting prospects, clients, and referral sources with professionalism and care
  • Transfer incoming calls to other team members
  • Screen and qualify leads to determine suitability for the firm, gauge urgency, and identify potential conflicts of interest
  • Schedule client meetings and initial consultations, and collect payments for engagements
  • Initiate the pre-engagement process to improve consultation show-up rates and client engagement
  • Provide attorneys with all necessary information to prepare for consultations
  • Follow up with potential clients who do not schedule, miss consultations, or have not signed engagement agreements
  • Maintain accurate records in the firm's CRM (Lawmatics), tracking leads, referrals, consultations, and key metrics
  • Ensure every person who contacts the firm is better off-whether by scheduling a consultation, receiving a referral, or accessing helpful resources

Qualifications

  • Prior customer service experience required; legal or real estate experience is a plus
  • Experience with CRMs and data tracking/reporting is required
  • Strong phone and email communication skills with excellent attention to detail
  • Ability to manage multiple calls and tasks efficiently
  • Empathy and real-life experience ("battle scars") are a plus, allowing you to connect meaningfully with clients facing challenges
  • Education or experience equivalent to a bachelor's degree preferred, but not required
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