Legal Intake Specialist

Overview

The organization is seeking a dedicated and compassionate Legal Intake Specialist (English/Spanish - Bilingual) to serve as a first point of contact for potential clients. This role supports excellent customer service and helps ensure potential cases are effectively evaluated and processed.

Responsibilities

• Inbound call management
  • Professionally handle incoming calls from clients involved in auto accidents
  • Gather essential information about the accident and potential legal representation needs
  • Demonstrate empathy and understanding while maintaining professionalism
• Client interaction
  • Communicate effectively with clients to explain legal processes and procedures
  • Provide information about the firm’s services and answer client questions
  • Collect and document relevant details to assist attorneys in evaluating cases
• Multi-tasking
  • Manage multiple tasks in a fast-paced environment
  • Navigate and update electronic systems while engaging with clients on the phone
  • Prioritize and address urgent client needs promptly
• Document management
  • Maintain accurate and confidential client records in compliance with legal standards
  • Organize and update client information for attorney accessibility
  • Utilize Excel sheets and other tools to manage and track client data
• Administrative support
  • Provide administrative assistance to legal professionals as needed
  • Collaborate with the legal team to support smooth case progression
  • Assist with preparation and organization of legal documents

Requirements

• Language: Proficiency in English and Spanish is required
• Education: High school diploma or equivalent required; some college coursework preferred
• Experience: Previous experience in a legal environment or customer service/intake role is preferred
• Communication: Excellent verbal and written communication skills with a strong customer service focus
• Organization: Strong organizational and time-management skills; ability to handle multiple tasks efficiently
• Technical proficiency: Proficient in Microsoft Office Suite; familiarity with case management software is a plus
• Person-centered approach: Genuine desire to assist clients and compassionate demeanor

Compensation & Benefits

• Base pay: Provided with compensation details supplemented by commissions
• Commissions: Commissions ranging from $4 to $6 per hour in addition to the base pay

Schedule

• Weekday shifts (Central Time):
  • 7:00 AM to 4:00 PM, or
  • 10:30 AM to 7:30 PM
• Weekends: Availability to work weekend shifts may be required

Location

• Remote: Work from home while contributing to high-impact projects in a collaborative virtual environment.

Preferred Qualifications

• Some college coursework
• Prior experience in a legal environment or customer service/intake role
• Familiarity with case management software

Additional Information

• Opportunities for career advancement and ongoing professional development
• Supportive team environment