Legal Intake Specialist

Job Description

Job Description

We're looking for a detail-oriented and personable Intake Specialist to join our team part-time. In this role, you'll be the first point of contact for new clients/patients, gathering information, verifying eligibility, and setting the tone for a smooth, welcoming experience from day one. Full training on our intake process and systems will be provided — no prior intake experience required.

$21 hourly

• Conduct initial intake interviews with new clients/patients via phone or in person, in both English and Spanish
• Collect and verify demographic, insurance, and eligibility information
• Explain program services, policies, and next steps clearly, confidently guiding prospects toward enrollment
• Enter and maintain accurate records in the intake/case management system
• Coordinate with clinical, administrative, or program staff to schedule services
• Follow up on incomplete applications or missing documentation
• Maintain strict confidentiality in accordance with HIPAA/privacy policies
• Flag urgent or high-priority cases for immediate attention

• High school diploma or equivalent required; associate degree preferred
• Bilingual required — fluent in both English and Spanish (spoken and written)
• Strong sales experience required — proven ability to build rapport, handle objections, and close
• Strong communication and active listening skills
• Comfortable with data entry and basic office software (Microsoft Office, EMR/case management systems)
• Ability to handle sensitive information with discretion and empathy
• Training provided — no prior intake experience necessary
• Must be able to reliably commute to and work on-site at the office

Hiring Process

• Submit a short video (2–3 minutes) introducing yourself and sharing why you're a good fit for this role, to View email address on ziprecruiter.com
• Initial phone screen (15–20 min)
• In-person interview with hiring manager

The law firm focuses on representing people who have been injured. We are passionate about the service we provide and strive to clearly communicate and develop strong relationships with clients so that we can best represent them.