Legal Intake Specialist

Overview

This role serves as the first point of contact for potential clients. The organization is seeking a dedicated and compassionate Legal Intake Specialist [English/Spanish - Bilingual] to provide excellent customer service and 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 a high level of professionalism.
• Client Interaction
  • Communicate effectively with clients to explain legal processes and procedures.
  • Provide information about the firm’s services and answer client queries.
  • Collect and document relevant details to assist attorneys in evaluating cases.
• Multi-Tasking
  • Manage multiple tasks simultaneously in a fast-paced environment.
  • Efficiently 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 so it is accessible for legal professionals.
  • 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 in preparing and organizing legal documents.

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 skills with a strong customer service focus.
• Organizational Skills: Strong organizational and time-management skills, with the ability to handle multiple tasks efficiently.
• Technical Proficiency: Proficient in Microsoft Office Suite; familiarity with case management software is a plus.
• Empathy and Understanding: Genuine desire to assist clients in their times of need and a compassionate demeanor.

Preferred Qualifications

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

Compensation & Benefits

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

Location

• Remote work: Work from home while contributing to projects in a collaborative virtual environment.
• Schedule (Central Time): 7:00AM to 4:00PM OR 10:30AM to 7:30PM (Central Time).