Legal Intake Specialist

Job Summary
Our firm in growing!

Seeking a Spanish speaking, detail-oriented Legal Intake Specialist to join our dynamic legal team. The ideal candidate will play a crucial role in managing client interactions, conducting initial interviews, and gathering essential information to facilitate the legal process. This position requires strong organizational skills, excellent communication abilities, and a solid understanding of various areas of law.

Responsibilities Include:

Administrative Support

• Open and set up new personal injury case files using the firm’s case management software (e.g., Neos).
• Draft and send Letters of Representation (LORs) to insurance carriers, medical providers, and other parties.
• Organize client documents including intake forms, authorizations, and incident reports.
• Obtain police/animal control reports, pay invoices, and verify billing balances.
• Respond to provider emails, approve treatment, and confirm medical appointment details.
• Maintain accurate and timely records in both digital and physical formats.

Client Support

• Assist clients with vehicle repairs, rental cars, total loss claims, and diminished value negotiations.
• Submit required documentation (police reports, estimates, photos) to insurers.
• Follow up with insurance adjusters to schedule inspections and expedite claim resolutions.
• Serve as the main contact for clients, offering updates, answering questions, and explaining next steps.
• Conduct intake updates, gather key documents (e.g., health insurance cards, witness info), and provide legal process overviews.
• Make courtesy check-ins via phone or text every 2–3 weeks.
• Provide emotional support and empathetic communication to injury victims and families.

Case Manager & Attorney Support

• Provide case status updates to attorneys, including medical progression, coverage, and claim issues.
• Flag urgent matters such as missed treatment, claim denials, or coverage issues.

Legal Research & Case Development

· Gather liability evidence such as street footage, police records, and witness statements.

· Use DMV databases, court websites, and public record tools to verify policyholders, other claimants, and coverage.

· Save research as PDFs and update case files.

Insurance & Adjuster Coordination

• Track and update claim numbers, policy limits, and adjuster contacts.
• Submit MedPay, policy limit requests, and CMS forms.

Skills

• Excellent writing skills for drafting legal documents and correspondence.
• Strong interviewing skills to effectively gather client information.
• Solid organizational skills to manage multiple cases simultaneously.
• Familiarity with document management systems and case management software.
• Exceptional phone etiquette and interpersonal skills for client interaction.
• Previous paralegal or legal administrative experience is preferred. This role is essential for ensuring that our clients receive the highest level of service while navigating their legal challenges.
• If you are passionate about the legal field and possess the necessary skills to excel in this position, we encourage you to apply.

Job Type: Full-time

Pay: $22.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Experience:

• Legal case management: 1 year (Preferred)

Language:

• Spanish (Preferred)

Work Location: In person