Intake Specialist

Description The Lovely Law Firm Injury Lawyers is a personal injury law firm based in Myrtle Beach, South Carolina, serving clients in both Myrtle Beach and Charleston. With a vision to expand our reach statewide, we are dedicated to building a team-focused, rewarding work environment while delivering top-tier legal services to our clients. Our firm is rooted in a family-like atmosphere, and we strive to make a positive impact on the communities we serve. We believe in always doing the right thing for our clients, employees, and peers. Understanding that life-changing injuries can happen to anyone, we are proud to be the advocate and voice for those who need us most. Recently, our firm was honored as the Myrtle Beach Area Chamber of Commerce’s 2024 Small Business of the Year and recognized as the Leading Business of the Month in August 2024. Our founder, Justin Lovely, was also listed in the 2025 Edition of The Best Lawyers in America. If you’re looking to join a growing, community-driven firm with strong values, we’d love to have you on our team. Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service and sales experience, great communication skills, and a passion for helping others, apply today! ***This is an in-person position. Please do not apply unless you live in the Myrtle Beach area or have plans to move.*** Responsibilities (including, but not limited to) Uphold the highest standards of confidentiality for both clients and the firm. Ensure strict compliance with the firm’s Intake Standard Operating Procedures. Collaborate with the marketing team to drive awareness initiatives and build relationships with other attorneys, contributing to the growth of our prospective client base. Screen incoming calls from potential clients to determine if their cases align with the firm’s focus, while ensuring callers feel valued and understood. Follow up with After-Hours and Weekend Hotlines to maintain effective communication and client support. Organize paperwork and enter data into the case management system to streamline new client onboarding and efficiently manage current client files. Refer cases that do not meet firm criteria to appropriate referral attorneys. Prepare new client packets and other administrative mailers to ensure timely communication and service. Schedule appointments for qualified potential clients, keeping attorneys’ schedules organized and contributing to caseload growth. Maintain the utmost professionalism towards clients and the firm at all times. Perform various office duties, such as managing spreadsheets, drafting emails, faxing, copying, and transcribing notes, ensuring smooth daily operations. Exhibit a proactive and positive attitude, embracing new responsibilities with the belief that no task is too small, too challenging, or beyond improvement. Requirements Sales and/or Customer Service experience is required. Legal experience is a significant advantage. Familiarity with CRM and case management software is preferred. Exceptional customer service skills, demonstrating compassion and empathy. Strong active listening, critical thinking, and analytical skills. Proven problem-solving abilities. Excellent communication skills, both written and verbal, with strong organizational capabilities. Ability to build trust and rapport with clients and team members. Proficiency in Microsoft Word and Excel. Professional demeanor and appearance. A strong commitment to meeting or exceeding individual, department, and firm expectations. Ability to thrive in a collaborative, team-oriented environment. Capability to work independently, efficiently, and prioritize tasks effectively. #J-18808-Ljbffr