Dollar Based Incentive Above Basic You support the Intake Manager and Intake Specialists. You move new leads fast. You strengthen data quality. You complete admin tasks that protect conversion and workflow speed. Key responsibilities Call clients to gather missing details. Follow the strict 5 minute task rule for all new leads. Capture information and upload it into Lawmatics. Manage bookings for appointments when required. Assist the Intake Manager by collecting client information through outbound calls. Field incoming calls and screen clients to confirm they meet firm requirements before booking. Review lead data for accuracy before handover to Intake Specialists. Track required documents for Probate, Medicaid, Wills, Trusts, and Guardianship matters across AL, TN, MD, NC, and SC. Complete Google LSA rating tasks with high attention to detail. Assist the Intake and Accounts Receivable Manager from time to time with collections or any intakes as needed, then update systems. Daily tasks Call new leads within 5 minutes of assignment. Screen incoming calls to confirm case type and qualification. Collect missing client information and update all systems. Manage bookings based on capacity and state timelines. Follow up on missing questionnaires, IDs, and signatures. Complete Google LSA rating tasks each day with zero backlog. Keep Lawmatics workflows clean with no stalled steps. Report workflow issues or bottlenecks. Skills and requirements Strong attention to detail. Fast and disciplined execution of tasks. Experience with CRM platforms. Clear communication through phone and email. Ability to follow strict timelines and workflows. Ability to screen clients according to firm criteria. High accuracy in Google LSA rating. Performance expectations All new leads contacted within 5 minutes. Google LSA ratings done daily with full completeness. Engagement package processing within same day. No stalled Lawmatics workflows. Strong collaboration with Intake Manager and Specialists. Seniority level Entry level Employment type Full-time Job function Legal #J-18808-Ljbffr