Legal Intake Specialist

The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally.

• Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
• Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
• Communicate with clients via phone, text, email, video conference, and in-person meetings to gather and follow up on case information and evidence.
• Communicate with attorneys about whether to accept a PNC's case promptly and record the source/origination of all calls received.
• Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
• Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
• Prepare accurate and error‑free documents promptly and ensure all client interactions reflect the high standards and core values of Redkey Gordon Law.
• Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
• Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
• Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
• Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
• Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.

• Exhibit a passion for helping the customers we serve.
• Previous experience in customer service or sales preferred.
• Personal injury experience is a plus, but not required.
• Strong computer skills, including proficiency with Microsoft Office products (Excel/Word/PowerPoint) and internet usage.
• Excellent customer service, communication, and organizational skills.
• Ability to prioritize workload and multitask in a fast‑paced environment while maintaining attention to detail.
• Strong problem‑solving skills and the ability to think critically.
• Ability to work independently and as part of a team.
• High level of empathy and understanding when dealing with clients in distress.
• Commitment to maintaining confidentiality and professional ethics.
• Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
• Foster a positive and collaborative work environment, contributing to the overall success of the team.
• Background in the legal or insurance industry preferred.
• Experience with Lead Docket, Vine Sign, and Filevine is a plus.

• High school diploma or equivalent required;
  Associate or Bachelor’s degree preferred.
• Minimum of 1‑2 years of experience in a related field (insurance or legal industry is a plus).
• Familiarity with managing client relationship software and lead management systems is a plus.

• This position may require sitting for long periods and working at a computer.
• This position requires processing a high volume of daily.
• Occasional travel may be required.

• Ability to perform repetitive tasks such as typing and phone use.
• Must be able to lift up to 15 pounds at times.

$54,080 - $62,400 yearly + KPI bonus

At Redkey Gordon Law, we are dedicated to making a difference. Our mission is to provide exceptional service to our clients, ensuring they receive the justice and support they deserve. Every team member plays a vital role in achieving this mission by fostering a client‑focused, efficient, and collaborative environment.