Intake Specialist

About the Role:

Alder Law is seeking a highly motivated and client-focused Intake Specialist to serve as the first point of contact for potential clients. This role is critical to the firm’s success, as you will be responsible for evaluating new case opportunities, delivering exceptional client service, and ensuring a seamless intake process.

The ideal candidate thrives in a fast-paced, high-volume environment, demonstrates a strong sense of urgency, and has excellent communication and organizational skills.

Key Responsibilities:

• Handle a high volume of inbound and outbound calls, emails, and web inquiries from prospective clients
• Conduct detailed intake interviews and accurately document case facts in the firm’s case management system
• Evaluate potential cases based on firm criteria and escalate qualified leads to attorneys
• Maintain consistent follow-up with prospective clients to obtain necessary information and documentation
• Track and manage intake pipeline, including response times, callbacks, and case status updates
• Collaborate with attorneys and intake leadership to ensure smooth case handoff and onboarding
• Meet and exceed performance metrics, including call quality, conversion rates, and response time standards
• Maintain strict confidentiality and professionalism in handling sensitive client information

Qualifications:

• 1–3+ years of intake, client services, call center, or legal experience preferred
• Experience in a plaintiff-side personal injury or employment law firm is highly desirable
• Strong communication skills (verbal and written) with the ability to build rapport quickly
• Excellent organizational skills and attention to detail
• Ability to multitask, prioritize, and work efficiently under pressure
• Proficiency in case management systems (e.g., Filevine, Clio, Litify) and CRM tools preferred
• Tech-savvy with experience using phone systems (e.g., RingCentral) and Microsoft Office/Google Workspace

Preferred Skills & Traits:

• Bilingual (Spanish/English) strongly preferred
• Strong sales mindset with a client-centered approach
• Ability to think critically and issue-spot during client conversations
• Team-oriented with a proactive and solution-driven attitude
• High level of accountability and follow-through

Performance Expectations:

• Timely response to all inbound leads and inquiries
• High-quality call handling and documentation
• Consistent follow-up and lead conversion
• Adherence to intake SOPs, workflows, and compliance standards

Why Join Alder Law

• Competitive compensation with performance-based incentives
• Opportunity to grow within a high-performing legal team
• Collaborative, fast-paced, and mission-driven environment
• Direct impact on helping clients access legal representation

Pay: $24.00 - $28.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you have intake, client services, call center, or legal experience?
• Do you have experience handling a high level of phone calls?
• Do you have experience in case management systems (e.g., Filevine, Clio, Litify) and CRM tools?
• Do you speak English and Spanish?

Ability to Commute:

• Valley Village, CA 91607 (Required)

Work Location: In person