Personal Injury Law Firm Intake Specialist

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

📋 Description

• Professionally respond to incoming calls from potential clients with empathy and urgency.

• Make outbound follow-up calls to warm leads, referrals, and web inquiries.

• Conduct thorough intake interviews to assess potential personal injury cases.

• Accurately collect and document all necessary client and case information.

• Recognize high-value or urgent cases and escalate them as needed.

• Clearly articulate the legal representation process to prospective clients.

• Assist qualified leads in finalizing representation agreements using electronic signature platforms.

• Establish trust and rapport while aiding potential clients in making informed decisions.

• Maintain strong conversion rates through adherence to established intake processes and best practices.

• Precisely document call notes, client details, and follow-up actions in the case management system.

• Ensure all intake records are complete, organized, and compliant with firm standards.

• Keep accurate records of communications and subsequent steps throughout the intake process.

• Liaise with attorneys when case approval or legal advice is necessary.

• Adhere to Georgia-specific personal injury workflows and Standard Operating Procedures (SOPs).

• Uphold confidentiality when managing sensitive client and legal information.

• Work collaboratively with the legal team to ensure a smooth transition from intake to case management.

⛳️ Requirements

• At least 2 years of experience in Personal Injury Intake.

• Experience with U.S. Legal Intake.

• Proficiency in Personal Injury Client Intake.

• C1 English proficiency or higher (both written and spoken) is essential.

• Excellent communication, active listening, and rapport-building abilities.

• Demonstrated capability to confidently guide prospective clients through the intake and sign-up process.

• Strong attention to detail and accuracy in documentation.

• Ability to adhere to structured scripts, workflows, and Standard Operating Procedures (SOPs).

• Comfortable in a fast-paced, high-volume work environment.

• Availability to work during U.S. Eastern Time (EST) business hours, including some evenings and weekends.

🏝️ Benefits

• Competitive monthly salary in USD.

• Comprehensive training on Georgia personal injury law, intake procedures, and internal systems.

• A collaborative, supportive, and high-performing team environment.

• Opportunities for long-term career growth within legal operations.

• Chance to make a significant impact by assisting clients in starting their legal journey with confidence and compassion.