Legal Intake Specialist

Overview

This role serves as the first point of contact for potential clients. You will manage inbound calls, gather essential accident and client information, and help ensure potential cases are evaluated and processed efficiently.

Bilingual support is required.

Responsibilities

• Handle inbound calls from clients involved in auto accidents in a professional, empathetic manner
• Gather and document essential information about the accident and potential legal representation needs
• Communicate effectively with clients to explain legal processes and procedures
• Provide information about the firm’s services and answer client questions
• Collect and record relevant details to assist attorneys in evaluating cases
• Manage multiple tasks in a fast-paced environment
• Navigate and update electronic systems while engaging with clients on the phone
• Prioritize urgent client needs
• Maintain accurate, confidential client records in compliance with legal standards
• Organize and update client information so it is accessible for legal professionals
• Use Excel sheets and other tools to manage and track client data
• Provide administrative support to legal professionals as needed, including assistance with preparation and organization of legal documents
• Collaborate with the legal team to support smooth case progression

Requirements

• Language: Proficiency in both 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 Skills: Excellent verbal and written communication with a strong customer service focus
• Organization/Time Management: Strong organizational skills and ability to handle multiple tasks efficiently
• Technical Proficiency: Proficient in Microsoft Office Suite; familiarity with case management software is a plus
• Empathy: Genuine desire to assist clients and a compassionate demeanor

Compensation & Benefits

• Base pay: Compensation will range from $4 to $6 per hour, in addition to commissions

Location

• Schedule: 7:00AM to 4:00PM OR 10:30AM to 7:30PM Central Time
• Remote Work: Work from home while contributing to collaborative virtual projects