Our staff plays a crucial role in the smooth functioning of our law firm, and they are an essential part of the Whitcomb Selinsky, PC family. In addition to supporting the attorneys, clients, and peers, they are usually the first point of contact for our clients and visitors. At Whitcomb Selinsky, PC, we create a strong sense of community and camaraderie among colleagues, fostering a collaborative and supportive work environment. One of our staff openings might be perfect if you enjoy a dynamic and fast-paced work environment.
Legal Intake Specialist/Business Development Associate (BDA) - DENVER, COLORADO
Reports to: Chief Marketing Officer (CMO)
Whitcomb Selinsky, PC, a boutique law firm located in Denver, Colorado, is seeking a full-time Intake Specialist/Business Development Associate (BDA) to join our team!
The Legal Intake Specialist/Business Development Associate (BDA) supports the overall marketing and business development (BD) efforts of the firm, collaborating with team members to support implementation of key initiatives for the assigned practices. This position supports the development of practice-wide and cross-practice initiatives, primarily focusing on their implementation. In addition, this role:
Helps coordinate and execute the firm’s business development efforts.
Drives and manages process improvements within the business development function.
Leads all day-to-day business development support at a practice level.
Manages the intake process for specific practice group teams.
The successful candidate will be part of our Marketing team and work closely with the entire legal team to support business development initiatives that grow the firm. This role provides an excellent opportunity to develop outstanding business development skills. The successful candidate will have excellent writing and research skills, be able to juggle multiple projects simultaneously, and collaborate effectively with internal stakeholders/team members. The right person for this job must be a team member, have strong project management skills, exceptional communication skills, and outstanding organizational skills, be self-motivated, have a positive attitude, and exhibit focused attention to detail.
Responsibilities include (but limited to):
Survey prospective clients and discern case issues to match them with talented attorneys who will handle their matter.
Partner with the firm’s paralegals and Practice Group Leads (PGLs) to develop the appropriate intake forms for initial prospect inquiries.
Provide back-up receptionist duties on all incoming phone calls to the law firm.
Support new client onboarding, data entry, and new client tracking.
Help potential clients book intake consultations.
Respond to and evaluate prospective client inquiries and phone calls to the law firm.
Analyze their case fit and ensure handling of difficult personal circumstances.
Set appointments for potential clients with matched attorneys.
Monitor new client onboarding and client satisfaction through data entry and tracking.
Work with our marketing team to collaborate regarding excellent handling of prospective clients.
To ensure operational efficiency, perform miscellaneous clerical tasks as needed, including research, spreadsheet management, and email communications.
Collaborate in developing a new process to transition new business intake from the professional staff over time.
Review intakes and determine next steps based on analysis of service requests and firm priorities in coordination with the PGLs and Leadership.
Leverages firm tools to manage data, conduct research using external platforms and create reports in support of business development campaigns, including developing mailing lists.
Serve as business development liaison to assigned practice groups, industry groups and client teams.
Develop and implement practice, industry and client specific business development plans that identify opportunities to expand existing client relationships, generate new business, cross-sell services and increase visibility.
Recognize the essential value of continuous information exchange.
Communicates clearly and frequently with the Practice Group Leaders, Leadership, and professional staff about activities, duties, and developments.
Utilize administrative skills for data entry and completing intakes for each practice area.
Identify problems and troubleshoot appropriately toward a timely resolution.
Excellent written and verbal communication.
Excellent interpersonal skills.
Ability to work with cross-functional teams.
Ability to work independently.
Tools of the trade:
Recent versions of Microsoft Office software suites.
Clio Grow Case management.
HubSpot CRM / other CRM platforms.
Telecommunications systems / Ring Central.
Digital communications systems, such as HubSpot and social media.
High level of proficiency using computers, database software, HubSpot, Adobe, and Windows applications.
Good spelling, writing, and proofreading skills.
Strong attention to detail, critical thinking, and analytical skills.
Exceptional organizational skills to prioritize and handle detailed and repetitive work and to assess, recommend and implement improved workflows and procedures.
Ability to work under pressure and maintain composure with minimal supervision.
Requires good interpersonal/communication skills to work effectively with personnel at all levels within the firm.