Overview
This role is for an Intake Specialist who will serve as the first point of contact for prospective clients at a US-based personal injury law firm. The position blends compassionate client intake, clear communication, lead qualification, and persuasive follow-ups to convert inquiries into retained clients.
Responsibilities
- Answer incoming calls, web leads, and urgent inquiries professionally, warmly, and promptly.
- Conduct structured intake interviews for Personal Injury matters, gathering accurate case details and evaluating claim viability.
- Explain firm services using strong communication and sales skills, address prospective client hesitations, and encourage client conversion.
- Enter, update, and manage prospective and active client information with careful attention to accuracy in legal case management software (e.g., Filevine, Clio, or similar).
- Schedule follow-up contacts, conduct active outreach on pending leads, and maintain consistent communication.
- Route calls, take messages, respond to emails, and ensure seamless support for the legal team.
- Maintain accurate, complete, and fully compliant documentation across all firm channels.
Requirements
- US law firm experience is required.
- 2+ years of experience in legal intake, customer service, or client-facing roles within a US law firm.
- Full fluency in written and spoken Spanish and English.
- Exceptional organizational skills with high attention to detail in record-keeping and data entry.
- Tech-savvy; prior experience using case management tools like Filevine, Clio, or CRM platforms.
- Strong ability to work independently and maintain professional composure in a remote setup.
Preferred Qualifications
- Personal Injury experience.
- Background in sales, lead conversion, or phone-based customer retention.
Compensation & Benefits
- Salary: USD 1200 - USD 1600
- Holidays: US Federal Holidays
Location & Schedule
- Remote Status: Fully Remote
- Preferred Location: Latin America
- Working Hours: 9:00 am - 5:00 pm EST
Internal Job ID
1540