Intake Specialist

Are you ready to make a real impact by guiding individuals through challenging legal processes?

Do you excel at transforming chaos into organized, efficient systems?

Can you bring empathy and precision to each client interaction, ensuring no detail is overlooked?

Are you excited by the chance to work directly with leadership in a dynamic legal environment?

Final question: When faced with a challenge, do you get excited or run away?

** IMPORTANT: TO APPLY **

• If you have any questions, please email recruit@crisp.co only.
• Please do not reach out through our websites contact information (telephone, email, or web chat) or via direct messaging on any social media platform.
• To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

Founded in 2009, Daniel, Williams & Associates, PLLC (DWA) is a boutique-sized, minority, women-owned law firm with offices in Texas and Louisiana. Specializing in personal injury, employment, and immigration law, the firm offers full-service legal solutions with a client-first philosophy. DWA is dedicated to making a big impact through its services while maintaining its commitment to honesty and integrity.

The firms story began from its founders experiences with unfair workplace practices. This commitment to transformation is apparent in the professional environment and the advocacy they extend to their clients, focusing on justice and personalized care. This mission to provide tailored, empathetic legal representation sets DWA apart, creating lasting, impactful legal solutions for individuals and small businesses alike. With a diverse clientele, DWA champions the rights of those facing discrimination and workplace inequalities, continuously striving for equitable treatment in all its endeavors.

The role of Intake Specialist (Offshore) at Daniel, Williams & Associates is pivotal in ensuring seamless client onboarding and process efficiency. This position exists to drive the firms mission by facilitating smooth transitions for clients through their legal journeys, especially in emotionally charged situations such as employment and personal injury cases. The Specialists impact will be felt in improved client experiences, reliable case management, and direct support to the firms attorneys.

What you’ll do:

• Client Engagement: Manage the full client intake and onboarding process, handling inquiries and ensuring productive handoffs to attorneys.
• Process Coordination: Audit recent intakes, identify gaps, and resolve backlogs to stabilize workflows and document management.
• Metrics Reporting: Establish and track core intake metrics, providing regular updates to leadership to ensure accountability and progress.
• Workflow Development: Collaborate with consultants to optimize Clio usage, refining workflows and automations for maximum efficiency.
• Documentation Creation: Develop and maintain standard operating procedures, guides, and training materials for client intake processes.
• Client Support: Handle sensitive and emotional client situations with empathy, guiding them through the complexities of the legal process.

What we’re looking for:

• Relevant Experience: 3-5+ years in a law firm environment handling end-to-end client intake processes.
• Technical Expertise: Proficiency with Clio, experience setting KPIs and conducting performance reporting.
• Communication Skills: Strong verbal and written communication, able to convey empathy and clarity in client interactions.
• Problem Solving: Solution-oriented with good judgment, capable of identifying challenges and presenting viable solutions.
• Adaptability: Comfortable working in a lean, agile environment, capable of developing resources independently.

Why you should work here:

• Impactful Work: Join a firm dedicated to making a significant difference in clients lives through compassionate advocacy.
• Leadership Access: Enjoy direct involvement with firm leaders, driving improvements and strategic processes.
• Autonomy and Influence: Leverage the opportunity to build and refine intake processes, contributing directly to operational success.
• Professional Growth: Develop professionally in a dynamic environment with opportunities for skill-building and expanded responsibilities.

Additional perks:

• Remote Work: The role offers the flexibility of working remotely with standard Central Time hours.
• Compensation: Competitive salary of $1,800–$2,000 USD per month, reflective of experience and expertise.
• Technology-Driven: Work with leading legal technology solutions to enhance operations, such as Clio.
• Schedule and Breaks: Standard working hours with scheduled breaks, allowing for balance and focus during the workday.

Join Daniel, Williams & Associates as an Intake Specialist and play a crucial role in championing client rights while enhancing firm operations. If you are a proactive, detail-oriented professional eager to make a tangible impact, we invite you to apply and help shape the future success of the firm and its clients.