Intake Specialist; x3

Execu Source is seeking an Intake Specialist to serve as the first point of contact for potential clients at a busy personal injury law firm. This role is responsible for handling inbound calls, screening cases for viability, collecting accurate case information, and ensuring qualified matters are properly documented and routed to the legal team. The ideal candidate is empathetic, detail-oriented, and experienced in high-volume client intake environments.

• Answer inbound calls and engage potential clients in a professional and compassionate manner
• Screen cases based on firm intake criteria and identify statute-of-limitations or urgency issues
• Gather and accurately document case details including dates, injuries, insurance, and liability
• Enter complete and accurate intake notes into the firm’s CRM or case management system
• Explain the intake process clearly without providing legal advice
• Escalate qualified or urgent matters to attorneys or supervisors as needed
• Maintain confidentiality and adhere to firm intake protocols

• 1–3 years of experience in legal intake, personal injury law, call center/client services, medical intake, insurance claims, or sales
• Prior personal injury law firm experience strongly preferred
• Experience with CRM or case management systems (Clio, Litify, Filevine, Smart Advocate, or similar)
• Strong communication, active listening, and data entry skills
• Ability to manage high call volume while maintaining accuracy and professionalism

Apply now and one of our recruiters will reach out to you!