Source Job

Global

  • Serve as the first bilingual point of contact, conducting client screenings and gathering detailed case information for personal injury matters.
  • Manage high-volume communications via phone, web, and chat to onboard qualified leads, schedule consultations, and secure signed agreements.
  • Document all case details accurately in the firm's CRM, ensuring compliance, confidentiality, and a smooth handoff to attorneys and case staff.

Case Management CRM Systems Legal Compliance

15 jobs similar to Intake Specialist

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$1,500–$1,500/mo
Global

  • Serve as the first point of contact by answering inbound calls and acting as both the receptionist and salesperson for the firm.
  • Use high-level consultative sales skills to build trust, conduct consultations, and guide prospective clients toward hiring the firm.
  • Communicate with and support Spanish-speaking clients to help grow this strategic segment of the firm.

DeChant Law is a reputable criminal defense firm based in Denver, Colorado, known for its relentless pursuit of justice and unwavering commitment to its clients. Their team's dedication to effective legal representation is complemented by a compassionate approach, recognizing the human element in every case.

$7–$11/hr
LATAM

  • Answer inbound calls from new and current clients
  • Run full intake and secure signed representation agreements
  • Handle 30–40 calls per shift (weekends)

Urrly uses AI to review every application against the same clear requirements for the role. They evaluate every candidate on job-related factors like skills, certifications, and experience—not on personal attributes.

$1,500–$1,600/mo
Global

  • Handle inbound leads and ensure prompt and structured follow-up.
  • Screen leads for potential eligibility and guide prospects toward consultations.
  • Maintain accurate records in Clio and identify opportunities to streamline the intake process.

BBA Immigration, located in Houston, TX, specializes in providing comprehensive legal services to clients navigating the complexities of immigration law. They are renowned for their client-focused approach, as evidenced by glowing testimonials and their active engagement through various platforms.

US

  • Conduct initial legal intakes and greet guests, clients, and potential leads.
  • Execute sales-oriented follow-ups and email contracts for legal representation.
  • Prepare, file, and manage legal documents, correspondence, and court pleadings.

They appear to be a growing team supporting a South Florida family law firm. The company seems to value empathetic communication and administrative excellence.

US

  • Initiating courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
  • Meticulously logging phone calls, case statuses, and documents into the online document management software.
  • Ensuring efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.

The Ward Law Group is recognized as one of the Best Places to Work for consecutive years. They serve their community with compassion and excellence, empowering their employees to deliver real results for their clients in a collaborative, innovative, and high-accountability environment.

US

  • Answer, screen, and route incoming calls to the appropriate team member
  • Maintain regular communication with clients and respond to questions
  • Request and obtain medical records and billing statements from providers

The Ward Law Group is a firm where your work truly matters, serving the community with compassion and excellence. They foster a collaborative, innovative, and high-accountability environment where each team member contributes to meaningful outcomes, with locations in Miami Lakes, Manhattan, and Orlando.

$800–$1,000/mo
Global

  • Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries.
  • Conduct thorough intake interviews to gather essential information about the client's financial situation and legal needs.
  • Assess the client's eligibility for bankruptcy and other debt relief options.

SolvoGlobal is a company that provides timely and effective legal assistance. They have open roles company-wide and value a collaborative environment.

US

  • Initiate courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
  • Ensure the efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.
  • Maintain regular client contact, addressing queries every two weeks, develop and monitor weekly projection reports.

The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering their employees to deliver real results for their clients. Their culture values faith, accountability, leadership, loyalty, and service.

  • Answer a high volume of calls a day using a multi-line phone.
  • Schedule appointments for multiple clinical sites according to client-specific protocols.
  • Gather & input patient demographic and insurance information into the practice management system.

Access HealthCare's Patient Access Specialists collaborate with health organizations and doctor offices to schedule appointments and provide patient support over the phone. They seek dependable candidates with a passion for helping others and a high call volume experience.

US

  • Actively conduct outreach via phone, text, and email daily
  • Successfully complete >100 outbound calls a day
  • Maintain 92% or higher customer satisfaction score

Bold is the leading healthy aging platform, offering personalized, evidence-based exercise programs for Medicare members. Innovative Medicare plans rely on Bold to deliver engaging, clinically sound exercise programs that members love to use and that achieve significant health outcomes.

US

  • Accurately manage patient referral intake, insurance verification, and prior authorization workflows to ensure smooth care initiation.
  • Serve as a primary bilingual point of contact for patients and families, providing empathetic support and guiding them through scheduling and billing inquiries.
  • Develop and maintain standard operating procedures while collaborating with clinical and revenue cycle teams to improve operational efficiency.

Ladder Health reimagines early childhood developmental care by delivering proactive, holistic, and family-centered support for children with or at risk of developmental delays through a virtual-first care model. We partner with pediatricians, health systems, and payers to close access gaps and offer personalized care for families.

$840–$840/mo
Global

  • File documentation
  • Calendar and email management
  • Document translation

A growing migration law firm. They value organized and detail-oriented individuals with excellent communication skills and a passion for providing top-tier administrative support in a legal environment.

US

  • Assist customers in learning and adopting the brightwheel product for their center
  • Own a running portfolio of 100+ accounts throughout the 4-12 week brightwheel customer onboarding process
  • Overcome customer objections to ensure the customer feels confident with the positive change and value brightwheel will bring to their program

Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day, and backed by top investors. Their team is passionate, talented, and customer-focused, with remote employees across every US time zone, as well as select offices in the US and internationally.

Canada

  • Handle inbound and outbound client calls in a timely manner
  • Respond to customer needs efficiently and accurately, whether troubleshooting a problem, fielding a complaint, or assisting with other issues
  • Work with the client to verify or clarify information

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