client intake specialist

Campione Law P.A.

**CANDIDATE MUST BE A FLUENT Campione Law, P.A. is a large personal-injury law firm committed to fighting for our clients and delivering results with skill, urgency, and compassion throughout Florida and beyond. Our Jacksonville headquarters is a fast-paced, team-oriented environment where every team member plays a key role in helping clients move forward after an injury.Position OverviewThe Intake Specialist is often the first point of contact for potential clients and serves as the voice and values of Campione Law. This full-time, in-person role is responsible for gathering case details, evaluating potential claims, initiating representation agreements, and ensuring each prospective client receives an exceptional intake experience.Key Responsibilities<ul><li>Answer and screen incoming calls, texts, chats, and web inquiries from potential clients.</li><li>Conduct detailed intake interviews to gather facts about accidents, injuries, insurance coverage, and damages.</li><li>Enter case data accurately into the firm&rsquo;s CRM</li><li>Coordinate attorney review and ensure timely follow-up on potential new cases.</li><li>Maintain daily communication with attorneys and the presuit team regarding new leads and case viability.</li><li>Deliver an empathetic, professional, and client-focused experience that reflects Campione Law&rsquo;s standards.</li></ul>Qualifications<ul><li>FLUENT SPANISH IS REQUIRED FOR THIS POSITION</li><li>Prior law-firm experience (personal injury and/or high-volume client intake/customer service) strongly preferred.</li><li>Excellent phone presence and interpersonal communication skills.</li><li>Strong organization, attention to detail, and data-entry accuracy.</li><li>Ability to manage a high volume of leads while staying calm, responsive, and professional.</li></ul>Work Schedule<ul><li>Monday through Friday, 10am - 7pm.</li><li>On-site position at our Jacksonville office. This is not a remote position. </li></ul>Job Type: Full-timePay: From $18.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Intake Specialist

A4Accountant PVT Ltd.

Location: DHA phase 8, Lahore (Full Time Onsite)Work Timings: 06PM - 03AM (Night Shift)Topline Resource Group (TLRG) is seeking a client-focused Intake Specialist to join our growing immigration law practice serving clients across the United States and internationally. We are dedicated to delivering compassionate, reliable legal services that help immigrants secure lawful status, citizenship, and peace of mind.Position OverviewThis role blends client relationship management and consultative sales. As part of our Client Intake Department, you will guide prospective clients through their initial engagement with the firm, conduct consultations via phone and video, educate individuals on their legal options, and facilitate consultation enrollment with our legal team.You are not just closing consultations &mdash; you are helping individuals take the first step toward life-changing legal solutions.Key Responsibilities<ul><li>Conduct intake consultations with prospective clients via phone and video</li><li>Educate clients on legal options and facilitate consultation enrollment</li><li>Maintain accurate documentation in CRM and case management systems</li><li>Coordinate seamless handoffs to attorneys and initiate client onboarding</li><li>Perform follow-ups for retention, quality assurance, and case updates</li><li>Track intake metrics, conversion goals, and billable hours</li><li>Support onboarding and ensure exceptional client experience</li><li>Collaborate with management on lead quality and performance insights</li></ul>Qualifications<ul><li>Proven success converting prospects in high-value professional services (legal, immigration preferred)</li><li>Experience in immigration intake, paralegal work, or legal services strongly preferred</li><li>Strong empathy and cultural competence</li><li>Results-driven mindset with comfort working toward performance metrics</li><li>Excellent communication skills (phone, video, email, CRM systems)</li><li>Highly organized with strong time management abilities</li><li>Professional references required</li></ul>Why Join TLRG?<ul><li>Competitive base salary + performance-based commissions and bonuses</li><li>Flexible work environment</li><li>PTO and comprehensive benefits</li><li>Inclusive, supportive team culture</li><li>Professional growth opportunities in immigration law</li></ul>Topline Resource Group is an Equal Opportunity Employer committed to diversity, equity, and inclusion. Background check and references required.Job Type: Full-timeWork Location: In person

Intake Specialist / Sales Consultant

Gulfcoast Legal Services

We are seeking a highly motivated and community-oriented individual to join our team as a Client Services Specialist. Client Services Specialists are the initial point of contact for all new clients of Gulfcoast Legal Services. The Client Services Specialist meets new or prospective clients, asks a series of questions for the purpose of compiling data, and then uses this data to determine the best next course of action for that client, while providing exceptional customer service. The Client Services Specialist also builds and maintains relationships with community members, leaders, and other organizations to foster understanding, facilitate communication, and ensure the organization is responsive to community needs. This involves helping create and implement community outreach and engagement strategies and working with community groups and organizations to build partnerships. There is an expectation of regular attendance at outreach and community events to ensure ongoing engagement and visibility within the community. They must be skilled in communication, community outreach, and engagement, and must have a good understanding of the community and its needs. Frequent travel will be required. This is a professional position under the supervision of the Managing Intake Attorney.PRIMARY RESPONSIBILITIES:<ul><li>Efficiently and accurately complete intake questionnaires, open file, and transfer to appropriate unit(s) for follow-up; ensure completion of intake forms, following up with clients for additional information as necessary.</li><li>Provide efficient and trauma-informed communications to prospective, new, and current clients of GLS.</li><li>Determine client eligibility in accordance with funding criteria and conflict checks.</li><li>Refer ineligible applicants to other sources of assistance and give appropriate information as instructed; process referrals to other legal services providers through appropriate channels.</li><li>Process paperwork for new clients efficiently and in accordance with GLS policies.</li><li>Obtain pertinent information from clients by asking them to complete surveys or interviews courteously and professionally.</li><li>Answers and screens inquiry call and emails from prospective clients.</li><li>Respect client or patient dignity and confidentiality.</li><li>Attend outreach events at partner agencies as requested to provide on-site client services.</li><li>Assist with training new screeners as requested.</li></ul>BASIC STANDARDS OF PERFORMANCE:<ul><li>Satisfactory attendance and punctuality.</li><li>Adherence to company confidentiality practices at all times.</li><li>Compliance with all Gulfcoast Legal Services policies and procedures.</li><li>Familiarity with and adherence to the company mission.</li><li>Satisfactory completion of duties and responsibilities of the position as required by management and supervision.</li></ul>SPECIAL KNOWLEDGE AND SKILLS:<ul><li>A commitment to the provision of high-quality legal services and underserved populations.</li><li>Strong communication skills, both oral and written, required.</li><li>Ability to deal professionally, courteously and efficiently with people.</li><li>Exceptional problem-solving skills.</li><li>Ability to work on various projects with competing priorities.</li><li>Must be able to maximize existing resources effectively and efficiently.</li><li>Must be able to maintain professional demeanor while working with the public.</li><li>Attention to detail.</li><li>Ability to forge positive relationships with prospects, colleagues, and the community.</li><li>Excellent organizational, interpersonal and communication skills.</li><li>Ability to work collaboratively and independently.</li><li>Working knowledge of Microsoft Suite (Word, Excel, PowerPoint and Outlook) and CMS.</li><li>Must be able to maintain positive working relationships while under pressure.</li><li>Reliable transportation required. Frequent travel required.</li></ul>EDUCATION/EXPERIENCE:<ul><li>High School diploma or equivalent.</li><li>Typing skills of 50 WPM and the ability to enter data into computer.</li><li>At least five years&rsquo; customer service experience preferred.</li></ul>PHYSICAL DEMANDS:<ul><li>Ability to work on various projects with different priorities.</li><li>Ability to work overtime when required.</li><li>Ability to lift and/or carry office supplies, equipment, files, etc. up to 10 pounds.</li></ul>Pay starts at $20.90/hour depending on experience, plus medical, dental, and vision insurance; retirement matching; and generous paid time off and holidays. GLS is a 501(c)3 organization and a qualifying employer for PSLF programs. Candidate must complete an application and pass a background screening before employment can begin. GLS is a non-profit agency and relies on grant funding. Continued employment is contingent upon grant funding.GLS provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, GLS will provide reasonable accommodations for qualified individuals with disabilities.Job Type: Full-timePay: From $20.90 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul>Work Location: In person

Client Services Specialist

Mister wolf

Company: Mister Wolf, P.C. Location: Orange, CAPosition DetailsSetting: In Person Schedule: Monday &ndash; Friday; Full Time Compensation: $21.00 - $25.00 Experience Required: NegotiableAbout Mister Wolf, P.C.Mister Wolf, P.C. is a strategic plaintiff litigation firm based in Orange, CA, serving clients throughout California and Nevada. The firm focuses on employment law, personal injury matters, real property disputes, and consumer protection advocacy.About the RoleWe are hiring a Case Operator to manage new client onboarding and case setup.You will be the first point of contact for incoming clients, current clients, and responsible for ensuring all case information is properly documented, organized, and prepared for attorney review.This is a high-responsibility role that directly impacts case flow and client experience.Key Responsibilities<ul><li>Respond to new client referrals within 24 hours</li><li>Send intake confirmation emails</li><li>Send and track retainer agreements</li><li>Create digital case folders</li><li>Enter and maintain case data in structured systems</li><li>Monitor pending responses and follow up</li><li>Ensure all required documentation is complete</li><li>Update case stages and statuses</li></ul>Ideal Candidate<ul><li>Strong written and verbal communication skills</li><li>Organized and process-driven</li><li>Comfortable with Microsoft 365 (Outlook, SharePoint, Lists)</li><li>Able to manage high intake volume</li><li>Professional, responsive, and detail-oriented</li></ul>Why Join Us?<ul><li>Growing Orange County litigation firm</li><li>Clear internal structure</li><li>Defined workflows</li><li>Opportunity for growth</li><li>Stable and professional environment</li></ul>Pay: $21.00 - $25.00 per hourExperience:<ul><li>Legal case management: 1 year (Preferred)</li></ul>Work Location: In person

Case Operator

Montgomery Law, PLLC

<ul><li>Field incoming after-hours calls from prospective personal injury clients (evenings, overnight, and weekends).</li><li>Conduct professional, engaging intake interviews to obtain comprehensive information regarding:</li><li>Accident details</li><li>Injuries sustained</li><li>Insurance information</li><li>Property damage</li><li>Supporting documentation (photos, IDs, insurance cards, etc.)</li><li>Assess initial case eligibility and document findings accurately in legal case management systems.</li><li>Clearly explain the personal injury claims process to prospective clients.</li><li>Send, review, and walk clients through attorney-client contracts and required documentation.</li><li>Confidently present and &ldquo;sell&rdquo; firm services while maintaining empathy and professionalism.</li><li>Assist clients with initiating medical treatment and next steps in their case.</li><li>Maintain meticulous records of all client interactions using case management software.</li><li>Coordinate with attorneys and internal teams to ensure seamless case handoff and follow-up.</li></ul>Qualifications<ul><li>Prior experience in legal intake, personal injury law, legal administrative support, or paralegal work preferred.</li><li>Background in sales or client conversion strongly preferred.</li><li>Strong interviewing skills with the ability to build rapport quickly.</li><li>Excellent phone etiquette and communication skills.</li><li>Detail-oriented with strong organizational and documentation abilities.</li><li>Experience using legal case management software (e.g., Neos, PCLaw, or similar systems) preferred.</li><li>Ability to handle sensitive conversations with empathy and professionalism.</li><li>Comfortable working independently during after-hours shifts.</li></ul>&lt;Job Summary&gt;Pay: $2,000.00 - $3,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Paid time off</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Phone etiquette: 1 year (Preferred)</li></ul>Work Location: In person

Legal Intake Specialist (personal injury)

Buffalo Valley inc

<div>JOB TITLE: Admissions Counselor, Part-Time Benefited SCHEDULE: 2nd Shift 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
<ul><li>
Primarily responsible for intake procedure and initial screenings and assessments, and documentation of such, according to specified state regulations</li><li>
Greets incoming clients and assists in making them feel at ease and comfortable in their new surroundings</li><li>
Interviews client while providing for the individual client's confidentiality by making sure there is no one else in the area that would be able to hear and/or see their personal information. Also handling data entry and documents as necessary for admission and/or discharge information / assessments</li><li>
Orients new admissions to physical environment, facility/program rules and regulations, and their assigned primary counselor</li><li>
Performs file clerk essential duties as needed, depending upon admission schedule</li><li>
Maintains strict adherence to confidentiality standards at all times</li><li>
Performs other assignments that become necessary to perform in carrying out the daily functions of the facility, including clerical duties such as filing, photocopying and collating</li><li>
Assists team members with other tasks as needed</li><li>
Ability to meet the public well and to deal effectively with their questions or problems, seeking assistance when needed. Ability to establish and maintain an effective working relationship with co-workers, employees, and officials in other departments</li><li>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily</li></ul>

QUALIFICATIONS
<ul><li>
Regardless of license/certification or experience, must be able to demonstrate effective interpersonal and communication skills</li><li>
Strong computer skills. Ability to type 40 wpm. Proficient with Word, Outlook, and Electronic Health Record software</li><li>
To meet programming needs, must be willing to submit to flexible schedules and duty assignments. Must be reliable and a team player. If in personal recovery, demonstrates commitment to own recovery (one to two years of continuous sobriety is desired)</li><li>
Keeps a current CPR and First Aid certifications</li><li>
Pass Background Check and Drug Screen required</li><li>
Valid TN D.L. with &quot;F&quot; endorsement required; &quot;F&quot; endorsement can be obtained once hired</li></ul>

EDUCATION and/or EXPERIENCE
<ul><li>
Higher Learning Degree preferred but not required</li><li>
High School Diploma or GED required</li><li>
One to three months related experience/training or equivalent combination of education and experience</li></ul>

BENEFITS AVAILABLE
<ul><li>
Health</li><li>
Vision</li><li>
Dental insurance</li><li>
Paid Vacation and Sick time</li><li>
401K</li><li>
Life Insurance (Company Paid)</li><li>
Life Insurance (Voluntary purchase)</li><li>
Optional: AFLAC policies available through payroll deduction</li></ul>

Please apply online at https://buffalovalley.e3applicants.com/ 

Buffalo Valley is a Drug-Free Workplace and Equal Opportunity Employer. Buffalo Valley does not discriminate against a job applicant or an employee because of the person's race, color, religion, sex (including pregnancy, transgender status, and sexual orientation), national origin, age (40 or older), disability or genetic information.</div>

Admissions Counselor - Hohenwald Main

Pasadena Injury Firm

Experienced Bilingual (Spanish/English) Intake Specialist &ndash; Personal Injury Law FirmAre you a confident closer who thrives on turning calls into clients? Do you know how to build trust quickly, ask the right questions, and guide injured callers toward taking action?Our fast-growing, highly respected personal injury law firm is seeking an experienced Intake Specialist who understands that every call matters. You will play a pivotal role in the firm&rsquo;s success as the first impression for prospective clients &mdash; combining compassion, urgency, and persuasive communication to convert qualified leads into signed cases.If you excel in high-volume environments, love speaking with people, and know how to confidently secure client sign-ups, we want to meet you.Responsibilities:<ul><li>Serve as the primary point of contact for prospective clients via phone and other communication channels</li><li>Conduct detailed intake interviews and gather relevant case information</li><li>Evaluate potential personal injury claims and communicate next steps clearly</li><li>Confidently convert leads into signed clients</li><li>Manage high call volume while maintaining professionalism and empathy</li><li>Maintain accurate and organized documentation in the firm&rsquo;s case management system</li><li>Follow up consistently with prospective clients to ensure timely retention</li></ul>Qualifications:<ul><li>Bilingual English/Spanish required</li><li>Prior intake experience at a personal injury law firm (required)</li><li>Proven ability to close and secure client sign-ups</li><li>Strong sales and client conversion skills</li><li>Excellent verbal communication and active listening skills</li><li>Outstanding customer service and interpersonal abilities</li><li>Ability to multitask in a fast-paced environment</li><li>Highly organized, detail-oriented, and dependable</li><li>Strong follow-up skills and sense of urgency</li></ul>We are passionate in helping people and enjoy what we do. This is a great environment to work. Room for growth. Please submit your resume with pay expectation. Pay commensurate with experience. Work somewhere where you are appreciated and your work is supported.All responses are kept strictly, 100% confidentialJob Type: Full-timePay: $22.00 - $42.00 per hourSchedule:<ul><li>Monday to Friday</li></ul>Application Question(s):<ul><li>Must have previously worked as an intake specialist to be considered.</li></ul>Work Location: In person

Personal Injury Intake Specialist

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