Douglass & Runger

General

• Field phone calls from potential new clients
• Run conflict checks on potential new clients
• Gather information to qualify leads
• Maintain CRM and lead tracking spreadsheet
• Communicate with law firm members regarding potential new client matters
• Identify opportunities for additional services
• Book strategy sessions for potential clients
• Conduct follow-up calls with potential clients
• Work closely with marketing team and advertising vendors

Intake Specialist