Legal Intake Specialist

Legal Intake Specialist

Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists handle all inbound inquiries—via phone, web form, email, or live chat—and guide prospective clients from the first interaction through a seamless retainer agreement sign‑up process. By demonstrating professionalism, empathy, and urgency, they build trust and lay the foundation for the legal journey ahead.

• Client Engagement: Deliver best‑in‑class service during initial interactions, ensuring clients feel heard and supported.
• Claim Setup: Initiate and complete the intake process and assist with the client sign‑up of a retainer agreement.
• Information Gathering: Collect detailed, relevant information about the potential claim to confirm eligibility and qualify injury claims using defined criteria.
• Data Accuracy: Gather detailed and complete claim‑related information with precision.
• Service Excellence: Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties.
• Process Guidance: After sign‑up, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals, and attorneys.

• Sales & Customer Service
  
  Experience:
  
  Proven ability to engage with prospective clients professionally and guide them through retainer agreement sign‑up.
• Professional Telephone Etiquette: Clear, courteous, and proactive communication style.
• Active Listening & Communication
  
  Skills:
  
  Strong verbal and interpersonal abilities to understand and respond effectively.
• Written Communication: Excellent grammar, spelling, and punctuation.
• Organizational
  
  Skills:
  
  Strong time‑management, task prioritization, and process‑oriented mindset.
• Multitasking: Comfortable managing multiple inquiries and responsibilities simultaneously.
• Team
  
  Collaboration:
  
  Works well independently and within a team; collaborates with attorneys, paralegals, and administrative staff.
• Adaptability & Flexibility: Thrives in dynamic, fast‑paced, high‑volume environments.
• Emotional Intelligence: Self‑awareness, self‑regulation, motivation, empathy, and social skills.

• Sales and/or sign‑up center experience (a plus)
• Contact center/call center experience (a plus)
• Law firm or legal industry experience (a plus)
• Insurance, healthcare, and medical administration experience (a plus)
• Familiarity with CRM systems (Salesforce), VoIP software, and electronic signature software
• College degree (preferred but not required)

Base salary: $52,500 per year (additional $3,000 if you pass a Spanish assessment). Incentives and bonuses are available. Other benefits include paid time off, 401(k), and company culture events.

Associate

Full‑time

Legal