Legal Intake Specialist

Legal Intake Specialist

Shook & Stone is one of Nevada's premier injury law firms, representing clients in Workers' Compensation, Personal Injury, and Social Security Disability matters.

The Legal Intake Specialist is the firm's first point of contact with prospective personal injury and workers' compensation clients, guiding them from initial inquiry through signed representation. The role blends sales instincts with empathy: assessing claims, responding to emotional callers with care, gathering complete information, and converting leads into clients. Weekend availability is required; a hybrid schedule may be available for weekend days worked (three weekdays in the office, two weekend days from home).

Client Interaction

• Serve as the first point of contact for prospective clients across phone, live chat, web forms, and walk-ins, providing information about the firm's services and answering preliminary questions
• Screen and score incoming leads against case-acceptance criteria (injury type, liability, insurance coverage, statute of limitations) to prioritize follow-up
• Run a structured, multi-touch follow-up cadence (call, text, email) through to a signed agreement or a documented disqualification
• Send, track, and close out e-signature fee agreements

Data Collection & Reporting

• Gather complete client information through structured intake forms and interviews, and enter it accurately into the firm's CRM/case management system (SmartAdvocate)
• Track conversion rates and other intake KPIs, and report progress against team goals

Scheduling and Coordination

• Schedule client appointments and attorney follow-ups, coordinating with marketing and client service to keep the handoff seamless

Documentation and Record-Keeping

• Maintain accurate, confidential client records and required file documentation
• Ensure all intake documentation complies with applicable legal and regulatory requirements

Client Service

• Resolve client concerns promptly, maintaining a professional and empathetic demeanor throughout every interaction

Referral Partner Outreach and Communication

• Build and maintain referral partner relationships through regular, timely communication

Administrative Support

• Support the team with general office duties and special projects as assigned
• Provide intake reporting to marketing and firm leadership

Requirements

• High school diploma or equivalent required; associate or bachelor's degree preferred
• Previous experience in customer service, administrative, education, or healthcare setting preferred
• Strong organizational and time management skills, with the ability to prioritize and multitask effectively
• Excellent verbal and written communication skills, with the ability to communicate professionally and confidently with employees and clients
• Strong computer skills
• Ability to maintain confidentiality and handle sensitive information with discretion
• Bilingual in Spanish preferred
• Willingness and availability to work weekends
• Empathy and patience when working with prospects, clients, and referral partners

Physical Requirements

• Ability to perform essential job functions in compliance with the ADA, FMLA, and other federal, state, and local regulations
• Ability to maintain regular, punctual attendance in accordance with workplace standards
• Must be able to communicate clearly via phone and other mediums

Compensation & Benefits

• Free employee-only coverage for Medical, Dental, Vision, and Life Insurance
• Option to purchase Long-term & Short-term Disability coverage
• 401(k) Retirement plan with employer match (available once eligible)
• Supportive, collaborative work culture with quarterly team events

We offer a vibrant and supportive work environment where your contributions are valued and your professional growth is encouraged. You'll have the opportunity to make a real, immediate difference on someone's worst day, sharpen your intake and client-relations skills, and grow within a firm committed to a culture of excellence, collaboration, and innovation. Apply now to become the friendly, confident voice that helps injured Nevadans take the first step toward the representation they deserve.

Shook & Stone Personal Injury and Disability Lawyers