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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