Intake Specialist

Responsibilities and Duties:

• Answer inbound calls, web inquiries, and chat requests from potential clients in both English and Spanish.
• Conduct initial client screenings to determine case eligibility for auto accidents, slip & fall, and premises liability.
• Accurately gather and document detailed case information into the firm’s CRM/case management system.

Client Communication and Coordination:

• Clearly explain the intake process, next steps, and required documentation to clients in a compassionate manner.
• Schedule consultations and retainers with attorneys or case managers, following up to secure signed agreements.
• Provide empathetic, professional communication to clients experiencing distress or injury.

Performance and Compliance:

• Collaborate with attorneys and case staff to ensure smooth case handoff and maintain workflow.
• Meet or exceed daily/weekly intake and conversion metrics in a fast-paced environment.
• Maintain strict confidentiality and compliance with all legal and ethical standards of the firm.