Legal Intake Specialist

Job Title: Legal Intake Specialist

Location: Melbourne, FL (In-person / Hybrid)

Employment Type: Full-time

Job Overview:

We are seeking a Legal Intake Specialist to serve as the first point of contact for potential clients. This role involves handling inbound inquiries, gathering case-related information, and ensuring a smooth onboarding process for qualified leads. The ideal candidate is detail-oriented, empathetic, and comfortable working in a fast-paced, client-facing environment.

Key Responsibilities:

• Serve as the first point of contact via phone, email, chat, or in-person
• Communicate professionally and empathetically with potential clients
• Gather and document key case details accurately
• Evaluate inquiries and determine appropriate next steps
• Maintain accurate data entry in case management/CRM systems
• Conduct follow-ups via calls, texts, and emails
• Collaborate with internal teams to ensure smooth intake processes
• Meet performance goals related to call handling and conversions

Qualifications:

• High school diploma or GED required (some college preferred)
• Prior experience in customer service or sales
• Strong communication and interpersonal skills
• High attention to detail and accuracy
• Comfortable with CRM systems and technology
• Ability to multitask in a fast-paced environment
• Legal or personal injury intake experience is a plus
• Bilingual (English/Spanish) is a plus