Legal Intake Specialist

The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally. This position is remote in Colombia. Responsibilities: • Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system. • Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases. • Communicate with clients via phone, text, email, video conference, and in-person meetings to gather and follow up on case information and evidence. • Communicate with attorneys about whether to accept a PNC's case promptly and record the source/origination of all calls received. • Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system. • Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software. • Prepare accurate and error-free documents promptly and ensure all client interactions reflect the high standards and core values of Pendergast Law. • Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees. • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload. • Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases. • Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard. • Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process. • Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially. Qualifications: • High school diploma or equivalent required; Associate or Bachelor’s degree preferred. • Minimum of 1-2 years of experience in a related field (insurance or legal industry is a plus). • Familiarity with managing client relationship software and lead management systems is a plus. Compensation: $8 - $10 hourly

• Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system. • Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases. • Communicate with clients via phone, text, email, video conference, and in-person meetings to gather and follow up on case information and evidence. • Communicate with attorneys about whether to accept a PNC's case promptly and record the source/origination of all calls received. • Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system. • Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software. • Prepare accurate and error-free documents promptly and ensure all client interactions reflect the high standards and core values of Pendergast Law. • Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees. • Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload. • Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases. • Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard. • Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process. • Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.