Client Intake Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Intake Specialist based in United States.

The Client Intake Specialist will serve as the first point of contact for prospective clients seeking legal support following accidents or injuries. This people-focused role combines empathetic communication, structured interviewing, case qualification, and accurate documentation. You will handle inbound and outbound calls, gather detailed information, and build trust with individuals who may be experiencing stressful or emotional circumstances. Strong listening and de-escalation skills will be essential to creating a positive and professional client experience. You will also maintain sensitive legal, medical, and personal information with a high level of confidentiality and attention to detail. Working independently in a fully remote environment, you will take ownership of each intake conversation from the initial interaction through accurate case documentation.

Accountabilities:

• Serve as the primary point of contact for prospective clients, particularly individuals seeking assistance with personal injury matters such as vehicle accidents, slip and falls, and medical malpractice.
• Handle high volumes of inbound and outbound calls while establishing trust, professionalism, and rapport from the beginning of each interaction.
• Conduct structured intake interviews to gather comprehensive information about prospective clients and their circumstances.
• Ask detailed case-related questions naturally and respectfully, ensuring callers feel heard and supported throughout the conversation.
• Accurately record case details, contact information, and relevant documentation in CRM and case management systems in real time.
• Assess prospective clients against established qualification criteria and determine whether their circumstances align with available legal services.
• Use active listening, empathy, and de-escalation techniques when communicating with upset, distressed, or emotional callers.
• Maintain strict confidentiality when handling sensitive legal, medical, and personal information.
• Learn and use legal CRM and case management platforms efficiently, including systems such as Salesforce, Litify, HubSpot, or comparable tools.
• Take ownership of the complete intake interaction while ensuring information is accurate, organized, and appropriately documented.
• Collaborate with relevant internal stakeholders when additional information, clarification, or escalation is required.
• Contribute to a consistent, professional, and client-centered intake experience across all interactions.

Requirements:

• Direct professional experience in legal intake, preferably within a personal injury law firm or a closely related legal environment.
• Experience training, mentoring, or supporting other intake specialists is strongly preferred and demonstrates the ability to take ownership and operate at a senior level.
• Confident, natural, and professional phone presence, with the ability to remain engaging and composed during high-volume call periods.
• Advanced English proficiency, with strong spoken and written communication skills suitable for working with U.S.-based clients.
• Strong active listening, empathy, and de-escalation skills, particularly when interacting with distressed or emotionally affected individuals.
• Experience working with legal CRM or case management platforms such as Salesforce, Litify, HubSpot, or similar systems.
• Ability to capture detailed and accurate notes in real time while maintaining a natural conversation with clients.
• Strong understanding of confidentiality and secure information-handling practices, including the ability to maintain a private and secure remote workspace.
• Highly organized, detail-oriented, dependable, and capable of managing multiple conversations and priorities effectively.
• Strong judgment and attention to detail when evaluating information and determining whether prospective clients meet established criteria.
• Ability to work independently, take ownership of responsibilities, and maintain consistent performance in a fully remote environment.
• Availability to work full-time according to U.S. business hours.

Benefits:

• Competitive salary paid in USD.
• 100% remote work arrangement with the flexibility to work from home.
• Full-time schedule aligned with U.S. business hours.
• Opportunity to work with a U.S.-focused legal services environment and gain further experience in personal injury intake.
• People-first role centered on meaningful client interactions and helping individuals navigate challenging circumstances.
• Opportunity to develop expertise in legal intake, client qualification, CRM systems, and case management.
• Collaborative and supportive remote working environment.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.