INTAKE SPECIALIST

Overview

This role serves as the first point of contact for prospective clients, helping individuals understand their options and take the next step toward getting the help they need. The position requires a compassionate, engaging approach and the ability to guide meaningful conversations during a critical time.

Responsibilities

• Professionally handle inbound inquiries from prospective clients
• Create a welcoming and supportive experience during every interaction
• Build rapport and establish trust with individuals seeking legal assistance
• Clearly explain the firm’s services, approach, and next steps
• Ask thoughtful questions to understand each caller’s situation and needs
• Gather and document important information during the intake process
• Maintain accurate records of client interactions and assessments
• Coordinate with attorneys and staff to help ensure a seamless client experience

Requirements

• Prior experience in legal intake or a similar role is required
• Prior experience in Personal Injury intake is preferred
• Excellent written and verbal communication skills
• Strong interpersonal skills and the ability to build rapport with a diverse range of people
• Ability to guide meaningful conversations and help others feel comfortable and understood
• Strong listening, organizational, and problem-solving skills
• Professional, compassionate, and empathetic client-service skills
• Confidence and professionalism while maintaining a client-first approach
• Ability to assess needs, think critically, and make sound decisions in real time
• Proactive mindset with the ability to manage multiple priorities accurately and efficiently
• Ability to establish trust and credibility quickly with prospective clients
• Strong discretion and professionalism when handling sensitive and confidential information
• Strong computer skills and proficiency with Microsoft Office
• Positive attitude and ability to thrive in a fast-paced environment

Preferred Qualifications

• Prior experience in Personal Injury intake

Compensation & Benefits

• Competitive pay based on experience
• Health, Dental, and Vision insurance
• Paid Time Off and Paid Holidays
• Discretionary bonus opportunities
• Retirement plan with employer match

Location & Work Arrangement

• Job Type: Full-Time
• Schedule: Monday-Friday, 8:30 a.m. – 5:00 p.m.
• Work Arrangement: Remote or In-Office
• Ideal arrangement: primarily on-site in one of the Wisconsin offices
• Open to a fully remote arrangement for the right candidate
• Technology and equipment provided for remote employees
• Wisconsin office locations:
  • Baraboo, WI (Main Office)
  • Sun Prairie, WI
  • Madison, WI
  • Eau Claire, WI

Equal Opportunity Statement

The organization is an equal opportunity employer and is committed to providing a workplace free from discrimination and harassment. Qualified applicants are considered without regard to legally protected characteristics.