Legal Intake Specialist

The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law and represent Plaintiffs. Position: LEGAL INTAKE SPECIALIST – Answer incoming calls and emails to effectively screen potential clients and determine if the firm can assist them with their legal matter. Compensation: $12.00 - $14.00/hour. Firm Website: and Hours: Full‑time temporary position, 32+ hours per week. Must be available during regular business hours Monday – Friday from 8:30am – 5:30pm. Some weekends and evenings may be required as needed. Job Requirements: Pass a criminal background check and pre‑employment drug screening. Ability to think outside of the box. Excellent customer service skills. Excellent decision‑making skills. Prefer a minimum of 1 to 2 years of customer service experience. Excellent verbal and written communication skills. Positive attitude. Highly preferred: bilingual candidate who speaks Spanish and English. Documentation Requirements: Cover Letter and Resume. Essential Duties and Responsibilities: Answer/Respond to all potential client leads by phone or email. Communicate with potential clients to gather relevant information related to the possible personal injury or employment law claim. Enter all information from potential client in Clio Grow or other relevant CRM. Prepare attorney for all consultations. Assist with scheduling all consultations and meetings. Identify and eliminate priority issues and route calls to the appropriate person. Complete all assigned tasks and participate in required meetings. Explain representation agreement, attorney fees and services to new clients. Handle case set‑up, including data entry into Clio‑Grow and exporting to Clio, client folder creation, request police reports, request medical and billing records, attach photos/documents from potential client, send clinic referrals, and send fee agreements for signature. Set up initial treatment appointment with physicians on personal injury cases. Locate clinic providers outside general provider list and occasionally send LOPs to friendly medical providers. Serve as contact for client communication prior to assignment to a Case Manager or other staff member. Convert phone leads into firm sign‑ups and maintain quota related to personal injury and employment law cases. Assist with client communications on ongoing matters as needed or assigned. #J-18808-Ljbffr