Legal Intake Specialist

Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists are responsible for handling all inbound inquiries— via phone, web form, email, or live chat. Key Responsibilities: Client Engagement: Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported. Claim Setup: Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement. Information Gathering: Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria. Data Accuracy: Capable of collecting detailed and complete claim-related information with precision. Service Excellence: Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties included. Process Guidance: After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys. Candidate Requirements Sales and/or Sign-up Center (a plus) Contact Center/Call Center (a plus) Law firm or Legal industry experience (a plus) Insurance, Healthcare & Medical Administration experience (a plus) Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software College degree (preferred but not required) #J-18808-Ljbffr Coda Search