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 are responsible for handling all inbound inquiries— via phone, web form, email, or live chat.

Key Responsibilities:

• Client Engagement: Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported.
• Claim Setup: Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement.
• Information Gathering: Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria.
• Data Accuracy: Capable of collecting 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 included.
• Process Guidance: After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys.

Candidate Requirements

• Sales and/or Sign-up Center (a plus)
• Contact Center/Call Center (a plus)
• Law firm or Legal industry experience (a plus)
• Insurance, Healthcare & Medical Administration experience (a plus)
• Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software
• College degree (preferred but not required)
• Bilingual (a plus)