Intake Paralegal / Case Viability Specialist
(Hybrid Pathway Role for Experienced Injury Paralegals Ready for Something New)
About the Role
We’re seeking an experienced Injury Intake Paralegal—a uniquely skilled professional who understands the nuances of personal injury work and enjoys helping clients at the most critical moment: the very beginning of their case.
Unlike traditional paralegal roles focused on case administration, this position sits at the front end of the client journey. You’ll serve as our second-tier intake specialist, reviewing case facts that come in through our call center and determining whether each matter is likely viable. You’ll also handle escalated calls from potential clients who are “on the fence”—using your experience, judgment, and communication skills to guide them to the right decision.
This is an ideal opportunity for someone who has mastered the injury paralegal role and wants a new challenge that still leverages their legal knowledge without the demands of managing a full caseload.
What You’ll Do
- Review and evaluate incoming case summaries from our call center team to determine viability based on facts, liability, damages, and jurisdiction.
- Serve as the subject-matter expert for the intake department, bringing practical knowledge that only someone experienced in personal injury can offer.
- Handle escalated or complex intake calls, addressing concerns, answering questions, and confidently “closing” strong cases when prospective clients are undecided.
- Identify incomplete or missing facts and ask the right questions to properly assess potential claims.
- Act as a bridge between intake and the legal team, ensuring viable cases move smoothly into full onboarding.
- Provide feedback and training tips to intake representatives to improve initial screening.
- Maintain accurate notes, documentation, and case evaluations in the intake system.
Who Thrives in This Role
This role is perfect for someone who:
- Has significant personal injury experience but wants a break from traditional paralegal workflows.
- Enjoys connecting with people, solving problems, and helping clients feel informed and supported.
- Is energized by fast-paced, front-line decision making.
- Has strong instincts about which cases have potential—and which don’t.
- Likes a hybrid role balancing legal expertise, client interaction, and intake strategy.
What You Bring
- 3–5+ years of personal injury paralegal experience (plaintiff-side strongly preferred).
- Deep understanding of liability, damages, statute issues, and other PI viability factors.
- Professional, confident communication skills—written and verbal.
- The ability to de-escalate, reassure, and convert hesitant callers into clients when appropriate.
- Fast but thoughtful decision-making.
- Organized, detail-oriented work habits with tech comfort in intake or CRM systems.
Why This Role Is Unique
This is an elevated intake role, ideal for a seasoned PI paralegal who wants to use their expertise in a more strategic, client-facing way—without the burden of managing a large case file load.
You’re not a typical intake rep.
You’re not a typical paralegal.
You are the critical decision-maker at the start of every case.
Benefits: EXCELLENT package! Medical, dental, vision and so much more!
Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
