Intake Specialist

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Act as a reliable initial contact for potential clients reaching out to the firm via inbound calls, online queries, and referrals.

• Execute organized case screenings for incidents involving motor vehicle accidents, rideshare accidents, premises liability, slip-and-fall cases, dog bites, and elder abuse or neglect issues.

• Collect comprehensive details regarding incidents, injuries, medical treatments, possible liabilities, insurance coverage, and other necessary information for case assessment.

• Utilize predefined intake criteria to pinpoint potentially viable, high-value, urgent, or complex cases and elevate them to the appropriate members of the legal team.

• Establish rapport with potential clients, engage with empathy, and clearly articulate the intake process.

• Follow up with pending leads, gather any missing information, and assist qualified prospects in moving toward engagement with the firm.

• Keep precise intake records, call logs, case notes, and follow-up activities in Litify.

• Facilitate transitions to attorneys, case managers, investigators, and other internal teams.

• Safeguard confidential client information by adhering to privacy, documentation, and escalation protocols.

• Contribute to the intake team's objectives related to responsiveness, documentation accuracy, follow-up completion, and conversion of prospective clients.

⛳️ Requirements

• 1-3 years of experience in personal injury intake, legal intake, or a similar high-volume client intake setting, with direct personal injury intake experience.

• Solid understanding of U.S. plaintiff-side personal injury cases, including auto accidents, premises liability, slip-and-fall claims, dog bites, and related issues.

• Professional fluency in both English and Spanish, with the capability to conduct sensitive client conversations confidently in both languages.

• Proficient in conducting structured intake interviews, asking effective follow-up questions, and accurately recording injuries, treatments, liabilities, insurance, and incident details.

• Experience managing a high volume of inbound inquiries and ensuring timely follow-up with prospective clients.

• Strong data-entry precision, organizational skills, active listening abilities, and professional telephone communication expertise.

• Willingness to work a designated Pacific Time schedule, including potential weekend shifts as part of Monday-Sunday coverage.

• Familiarity with Litify, Filevine, PracticePanther, or a similar legal case management system; direct experience with Litify is particularly advantageous.

• Previous experience supporting a personal injury law firm based in California.

• Understanding of lead conversion, signed-client acquisition, and intake KPIs such as response time, follow-up completion, accuracy, and conversion.

• Experience identifying potentially high-value or time-sensitive personal injury cases for attorney assessment.

• Background in legal studies, relevant legal training, or knowledge of HIPAA and California privacy regulations.

🏝️ Benefits

• Competitive salary and performance bonuses.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and advancement.

• Supportive work environment with a focus on teamwork and collaboration.