Dalal & Mehta LLC

Sales

• Conduct meetings with PNCs via phone and video, guiding them toward clarity and consultation enrollment
• Follow up with PNCs who initially declined and with current clients for quality control calls and interviews
• Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups
• Facilitate a professional handoff to the legal team once an engagement is signed and open the client file
• Manage the welcome process for new clients and ensure smooth onboarding
• Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case
• Meet regularly with team members to review performance metrics, intake goals, and lead quality
• Track and maintain records regarding billable hours spent on specific cases
• Assist in organizing case filing systems, ensuring documents are properly categorized and accessible
• Actively engage with management on lead quality and volume, offering insights from your front-line experience
• Perform other administrative duties as assigned

Sales Associate, Immigration Law

• Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrollment
• Follow up with PNCs who initially declined and with current clients for quality control calls and interviews
• Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups
• Facilitate a professional handoff to the legal team once an engagement is signed and open the client file
• Manage the welcome process for new clients and ensure smooth onboarding
• Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case
• Meet regularly with team members to review performance metrics, intake goals, and lead quality
• Track and maintain records regarding billable hours spent on specific cases
• Assist in organizing case filing systems, ensuring documents are properly categorized and accessible
• Actively engage with management on lead quality and volume, offering insights from front-line experience
• Perform other administrative duties as assigned

• Conduct meetings with PNCs via phone and video, guiding them toward clarity and consultation enrollment.
• Follow up with PNCs who initially declined and with current clients for quality control calls and interviews.
• Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups.
• Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.
• Manage the welcome process for new clients and ensure smooth onboarding.
• Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.
• Meet regularly with team members to review performance metrics, intake goals, and lead quality.
• Track and maintain records regarding billable hours spent on specific cases.
• Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.
• Actively engage with management on lead quality and volume, offering insights from your front-line experience.
• Perform other administrative duties as assigned.

Sales Associate – Immigration Law

• Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrollment.
• Follow up with PNCs who initially declined and with current clients for quality control calls and interviews.
• Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups.
• Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.
• Manage the welcome process for new clients and ensure smooth onboarding.
• Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.
• Meet regularly with team members to review performance metrics, intake goals, and lead quality.
• Track and maintain records regarding billable hours spent on specific cases.
• Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.
• Actively engage with management on lead quality and volume, offering insights from your front-line experience.
• Perform other administrative duties as assigned.