Intake Specialist

About Us:

We are a growing personal injury law firm with four dedicated attorneys committed to delivering high-quality legal services to our clients. As our firm continues to expand, we are seeking a motivated and experienced Intake Specialist to join our team and play a critical role in the client onboarding process.

Position Summary:

The Intake Specialist will serve as the first point of contact for potential clients, ensuring a seamless and professional experience from the initial phone call to the formal onboarding process. This position requires a skilled communicator who is highly organized, self-motivated, and capable of managing a rotating attorney schedule. The ideal candidate will have prior experience in personal injury law and working knowledge of cloud-based intake platforms, particularly Filevine and LeadDocket or similar systems.

Key Responsibilities:

Serve as the initial contact for new client inquiries via phone, email, and online leads

Conduct thorough intake interviews to gather essential case information and assess potential claims

Coordinate client sign-ups and ensure proper documentation is completed and processed efficiently

Manage the attorney rotation for new case assignments and schedule consultations accordingly

Maintain detailed records in Filevine, LeadDocket, and other case management tools

Follow up with prospective clients who have not yet retained the firm

Handle high call volumes with professionalism and empathy

Ensure a smooth transition from intake to case management

Required Qualifications:

Minimum 2 years of intake or legal administrative experience, preferably in personal injury

Strong working knowledge of Filevine, LeadDocket, or comparable legal intake software

Excellent communication and interpersonal skills

Highly organized with strong attention to detail

Ability to work independently and take initiative without constant supervision

Comfortable managing attorney schedules and working in a fast-paced environment

Preferred Qualifications:

Bilingual (Spanish/English) a plus

Previous experience in a growing firm environment

Receptionist experience highly noted

Why Join Us:

Be part of a dedicated and supportive team of legal professionals

Opportunities for growth as the firm expands

Competitive compensation based on experience

Collaborative work culture focused on excellence and client service

What We Offer:

401k match of 6% after one year

Health & Dental Insurance

Optional AFLAC coverage

Vacation & Personal Time from Date of Hire