Legal Intake Specialist

We are a young, progressive, and fast-growing plaintiffs' personal injury firm. We offer a work culture and environment geared towards a healthy work-life balance. We all treat each other as adults, and when folks are performing well and meeting goals, they can work when they want and how they want.

We are a collaborative firm but still value self-starters. A willingness to learn and use the systems in place at our firm - rather than doing things based on prior experience - is important. However, we value everyone's input at the firm and routinely make changes to systems based on the experience or varied opinions of our whole team.

The Intake Specialist plays a crucial role in the initial engagement with prospective clients, building confidence in the prospect’s decision to hire the firm and ensuring a smooth and effective onboarding process. This position involves managing and responding to new inquiries, assessing injury claims, responding empathetically to emotional parties, gathering information, and signing the client. The ideal candidate will possess excellent communication skills, sales techniques, attention to detail, the ability to handle sensitive information with confidentiality and empathy, and the desire to help others and convert leads into clients.

Reception Support:

• Serve as one of the first points of contact for calls.
• Provide potential clients with detailed information about the services offered and answer preliminary questions.
• Manage follow-up on new client leads
• Attain signed agreements.

Data Collection:

• Gather essential client information through structured intake forms and interviews.
• Accurately enter client data into the company's database system.
• Ensure all collected information is complete and up-to-date.
• Track and measure progress toward goals.
• Assess conversion rates.

Scheduling and Coordination:

• Schedule appointments and follow-up meetings for clients with relevant team members.
• Coordinate with other departments to ensure seamless client service delivery.

Documentation and Record-Keeping:

• Maintain accurate and confidential client records.
• Prepare and manage documentation required for client files.
• Ensure compliance with all legal and regulatory requirements related to client information.

Customer Service:

• Deliver excellent customer service by addressing client concerns and resolving issues promptly.
• Maintain a professional and empathetic demeanor at all times.

Administrative Support:

• Assist with general office duties as needed, including filing, copying, and other administrative tasks.
• Support the team with special projects and other duties as assigned.
• Provide reporting to various departments, including marketing.

• Previous experience in customer service, administrative, education, or healthcare setting preferred.
• Experience with Lead Docket and/or FileVine preferred.