New Client Intake & Scheduling Specialist VA – Law Firm

✅ Primary point of contact for all new client callers

✅ Qualify callers for future consultations, understand case type and ask relevant questions to process new client.

✅ Coordinate scheduling of new client consultations on the attorney or paralegal calendar

✅ Communicate whether consultation is free or requires payment, provide pricing and outline for procedure for payments

✅ Schedule consultations for past or existing clients that require additional legal services.

✅ Callbacks on missed calls, to ensure all missed calls are called back to capture any new clients that require scheduling

✅ Handle general call volume to reduce missed calls.

✅ Contribute towards a high conversion percentage of all incoming calls.

✅ Manage Webleads, by calling and/or emailing webleads to lead them towards scheduling a consultation.

✅ Offer customer experience quality by being attentive, empathetic, and knowledgeable in handling new client inquiries.