Job Title: Legal Intake Specialist
Location: Melbourne, FL (Remote/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
