Intake Attorney

Overview

This role provides legal guidance, case evaluation, and support to the intake team. The Intake Attorney evaluates potential cases requiring attorney review, assists with client escalations, and helps ensure intake decisions align with the acceptance criteria and expectations of the law firms supported.

The position is full-time and remote.

Candidates must be willing to work Monday–Friday from 9am–6pm PST.

Responsibilities

Case Evaluation and Legal Review

• Review potential cases escalated for attorney evaluation and determine whether they meet the applicable firm’s case acceptance criteria.
• Evaluate legal issues involving liability, comparative fault, insurance coverage, damages, jurisdiction, and other factors affecting case viability.
• Identify potential concerns, including disputed liability, insufficient coverage, minimal damages, statute of limitations, or other legal issues.
• Determine whether cases should be accepted, declined, referred, or returned for additional information.
• Review available intake notes, recorded calls, documents, and other relevant information to make informed decisions.
• Document attorney decisions and the reasoning behind them in the case management system.
• Identify recurring issues with case qualification and recommend improvements.

Client Communication and Escalations

• Handle escalated client concerns and situations requiring attorney involvement.
• Speak directly with prospective clients to answer legal questions, address concerns, and clarify potential claims.
• Assist with explaining legal processes, representation, and next steps when necessary.
• Communicate professionally and compassionately with prospective clients, including those whose cases do not meet acceptance criteria.
• Assist intake agents in navigating difficult client interactions or situations requiring additional legal guidance.

Intake Agent Support and Development

• Serve as a legal resource for intake agents by answering questions regarding liability, coverage, case types, and acceptance criteria.
• Provide real-time guidance on complex or borderline cases.
• Collaborate with agents to identify additional questions or information needed to evaluate potential claims.
• Assist with training and educating intake agents on legal concepts, case evaluation, and identification of potential issues.
• Provide constructive feedback to improve agents’ understanding of case criteria and overall intake quality.
• Help ensure agents recognize when attorney involvement is necessary and understand boundaries between providing legal information versus legal advice.

Collaboration and Process Improvement

• Work with intake management to promote consistency and accuracy in case evaluation and decision-making.
• Identify trends in declined cases, case quality, and recurring intake issues.
• Assist management in developing and refining intake procedures, training materials, and case acceptance guidelines.
• Collaborate with management and intake agents to improve operational efficiency, client experience, and overall case quality.
• Support compliance with applicable legal, ethical, and firm-specific requirements.

Requirements

• Juris Doctor (J.D.) from an accredited law school.
• Active license to practice law in good standing.
• Minimum of 2 years of experience in personal injury law, including intake, pre-litigation, litigation, or case evaluation.
• Strong understanding of personal injury claims, including liability, comparative negligence, damages, and insurance coverage.
• Ability to independently evaluate potential claims and exercise sound legal judgment.
• Excellent written and verbal communication skills.
• Ability to explain complex legal concepts in a clear and understandable manner.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Ability to work collaboratively with intake agents, management, and other departments.

Preferred Qualifications

• Prior personal injury litigation experience.
• Knowledge of workers’ compensation and Social Security Disability claims.
• Experience working in a high-volume intake environment.
• Experience training, mentoring, or supervising intake personnel.
• Familiarity with case management systems and CRM platforms.
• Bilingual in English and Spanish.

Compensation & Benefits

• Annual base salary: $100,000 to $120,000 per year
• Discretionary year-end performance-based bonus
• Benefits (details not specified)

Location

• Remote (work schedule: Monday–Friday, 9am–6pm PST)

Equal Opportunity

The organization is an equal opportunity employer. For California residents, CCPA information will be provided on the application confirmation page.