Legal Intake Specialist

We are looking for an enthusiastic, professional, and organized Intake Specialist to join the high-performing team at Andrew Pickett Law! As the first voice our potential clients hear, our Intake Specialists play a vital role in shaping their experience and helping those in need find trusted guidance after an injury or accident.

Benefits

• Competitive Salary based on experience.
• Health insurance
• 401(k)
• Holidays and Paid Time Off
• Opportunities for professional development and growth within the firm.
• Work Location: Hybrid/Remote
• Schedule: M-F with weekend and/or after-hours coverage on a rotating basis.
• Job Type: Full-time, hourly
• Salary: Starting at $20 per hour
• Background checks: Required

Compensation

Compensation: $20 hourly

Qualifications

• Qualifications & Skills
• High school diploma or GED required; some college coursework preferred.
• Prior sales or customer service experience required - legal office experience a plus.
• Bilingual in English and Spanish preferred (not required but preferred).
• Exceptional communication and interpersonal skills; ability to build rapport quickly and maintain professionalism in high-stress situations.
• Strong attention to detail and accuracy in data entry.
• Motivated self-starter with the ability to work independently and as part of a team.
• Positive, energetic, and goal-oriented with a passion for helping others.
• Comfortable with technology and CRM or intake software systems (training provided).
• Competencies
• Excellent Telephone Etiquette.
• Strong Communication and Consultation Skills.
• Relationship-Building Client Care.
• Ethical Practice and Confidentiality.
• Cultural Awareness and Sensitivity.
• Attention to Detail and Organizational Skills.
• Results-Driven Mindset.

Responsibilities

• Serve as the first point of contact for all new potential clients via phone, email, chat, or in-person.
• Engage callers with empathy and professionalism, building trust while gathering essential case details.
• Assess the viability of each potential case and determine next steps - whether to sign the case internally or refer it externally.
• Enter client data accurately and efficiently into our case management system.
• Conduct timely follow-up calls, texts, and emails with potential clients to maintain engagement and move qualified leads toward signing.
• Meet weekly goals related to call volume, follow-up activity, and signed case conversions.
• Collaborate with the marketing and new client services team to ensure seamless client intake and onboarding.
• Uphold Andrew Pickett Law’s values of compassion, excellence, and relentless advocacy in every interaction.