Legal Intake Specialist

Trustpoint.One is pleased to partner with a prestigious personal injury law firm in the heart of Philadelphia in their search for an Intake Specialist. This firm is widely recognized for its work representing individuals in catastrophic personal injury and medical malpractice matters and is known for its strong culture, commitment to professional development, and long-term career growth for its staff.

This position offers a unique opportunity to join a collaborative intake team where many professionals grow into other roles within the firm over time. The firm welcomes candidates who are early in their careers and eager to learn—many successful team members have joined right out of college and received hands-on training and mentorship.

Position Overview

The Intake Specialist serves as the first point of contact for potential clients contacting the firm. This role requires strong communication skills, professionalism, empathy, and the ability to gather key information from individuals who may be experiencing difficult circumstances following serious injuries.

The Intake Specialist will work closely with attorneys and the intake team to evaluate potential cases and ensure prospective clients receive a professional and compassionate initial experience with the firm.

Key Responsibilities

• Serve as the first point of contact for prospective clients via phone, email, and other communication channels
• Conduct detailed intake interviews with potential clients regarding personal injury and medical malpractice matters
• Gather, document, and organize case information accurately within the firm’s case management systems
• Communicate with attorneys and the intake team regarding potential case viability
• Maintain professionalism and empathy when speaking with individuals experiencing serious injuries or difficult circumstances
• Manage multiple inbound inquiries while maintaining strong attention to detail and accuracy
• Track intake status and ensure timely follow-up with prospective clients
• Assist with administrative tasks and documentation related to new matters
• Collaborate with attorneys, paralegals, and intake staff in a fast-paced environment

Qualifications

• Bachelor’s degree preferred; recent graduates encouraged to apply
• Strong communication and interpersonal skills with excellent phone etiquette
• Demonstrated empathy and professionalism when speaking with individuals in sensitive situations
• Highly organized with strong attention to detail
• Ability to multitask and prioritize work in a fast-paced environment
• Comfortable working both independently and as part of a team
• Experience in legal intake, personal injury, medical malpractice, or healthcare environments is a plus but not required

Team & Work Environment

The Intake Specialist will join a collaborative team of approximately 12 intake professionals led by a dedicated Intake Manager and will work closely with one of the Firm's partners. This role offers significant mentorship and career development opportunities, and many intake professionals grow into other positions within the firm over time.

Culture & Firm Environment

The firm places a strong emphasis on employee engagement and team culture! The role also offers a hybrid schedule after initial fully onsite training period.

Work Schedule

• Hybrid schedule: 3 days in office after an initial 30-day onboarding period

Transportation

The office is conveniently located in Center City Philadelphia and is easily accessible by public transportation, which most employees utilize.

Why This Role Is Open

This position has opened due to an internal promotion, reflecting the firm’s strong track record of developing and advancing its staff.

If you’re a polished and personable professional, we’d love to hear from you.

Apply today to be considered!

All candidates must be able to work at a computer screen for a sustained amount of time. Infrequent lifting and carrying up to 30 pounds.

Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.