Intake Analyst

Responsibilities:
-Shop existing client calls and lead processing using Intake Accelerator Quality Control
Scorecards in Airtable.
-Audit unassociated calls for each law firm each week (listen to 40-60 calls per week for
each law firm) using CallRail and Lead Docket.
-Assist with data mining tasks such as: entering missing leads, updating case types, and
updating phases/statuses between Lead Docket and Case Management System.
-Assist with intake audit preliminary research: geographic i ---------- details, setting up
personal accounts, and emails.
-Assisting with administrative tasks such as updating forms, formatting, proofreading
client deliverables, etc.
-Maintain law firm records with audited results for unassociated calls and interactions with
potential clients for intake coach performance plans.
-Listen to recorded calls of completed audits for potential IA clients to submit customer
service scorecards.

Who You Are:
-Customer Obsessed: Dedicatedly understands customer needs and aligns multi-
functional teams on decisions that enhance customer value.
-Business Aware: Strong business acumen, a clear understanding of high-level business
landscape including critical strategic priorities, processes, and design thinking. You can
connect technology solutions to business outcomes.
-Effective Communicator: Delivers complex information confidently and convincingly,
appropriate to a diverse audience that produces clarity and impact. You can perform job
duties with minimal supervision and escalate problems and concerns to leadership.

Skills:
-Effective communication and persuasion skills
-Strong strategic thinking
-Excellent analytical, organizational & troubleshooting skills
-Experience with remote training and end-user training