legal intake coordinator

Haines Law Group, APC

Job DescriptionHaines Law Group, a plaintiff-side employment law firm located in El Segundo, is looking for a full-time legal Intake Coordinator to serve as one of the first points of contact for prospective clients. The Intake Coordinator will support the efficient and effective administration of the intake department, evaluate potential cases, and provide essential support to the lead attorneys. The candidate must be fully bilingual, fluent in both English and Spanish. Key Role:<ul><li>Execute all aspects of intake logistics including scheduling appointments, calendaring, preparing intake documents and reports, and executing necessary steps as outlined by lead attorneys</li><li>Conduct comprehensive preliminary screening of prospective cases</li><li>Assess viability of cases based on established standards / guidelines</li><li>Prepare summarized findings and recommendations for leadership team</li><li>Perform comprehensive review and analysis of wage and hour documentation</li><li>Maintain updated and organized intake database</li><li>Meet regularly with key attorneys</li><li>Conduct follow-up with prospective clients as required within established timeline</li><li>Relay accurate and thorough information to clients regarding the intake and class action litigation process</li><li>Serve as Spanish translator</li></ul>Required Knowledge, Skills and Abilities:<ul><li>Must be fluent in Spanish</li><li>Must be highly organized and reliable, self-motivated and detail oriented</li><li>Exhibit strong communication skills and the ability to distill information and communicate effectively</li><li>Must possess strong interpersonal skills and help prospective clients feel at ease</li><li>Must have exceptional organizational skills to manage high intake volume, and handle pipeline from beginning to end, for both external referrals and in-house client calls</li><li>Must possess strong critical thinking and problem-solving skills, and exhibit high degree of resourcefulness</li><li>Must have positive attitude and commit to a high standard of ethical and professional conduct</li><li>Ability to work well independently and effectively as a member of a team</li><li>Ability to analyze data, consolidate information and make clear and compelling data-driven recommendations</li><li>Expected to exercise initiative, independent judgment and skill while carrying out recurring duties and developing and strengthening systems</li><li>Strong ability to communicate verbally and write effectively in English and in Spanish</li><li>Proficient with Microsoft Office (Excel, MS Word and Outlook)</li></ul>Salary: Starting at $20 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Annual discretionary bonus</li><li>Quarterly and annual incentive pay for meeting department goals</li></ul>Language: Spanish - Fluent (Required)Job Type: Full-timePay: From $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish fluently (Required)</li></ul>Ability to Commute:<ul><li>El Segundo, CA 90245 (Required)</li></ul>Work Location: In person

Intake Coordinator

Finch Legal

Legal Intake SpecialistThis RoleIntake Specialists are the first voice potential clients hear from Finch. You&rsquo;ll build trust in minutes, qualify cases, and ensure every eligible client signs quickly and seamlessly. This 24/7 team is the front line of Finch&rsquo;s client experience.Responsibilities: <ul><li>Answer inbound calls for multiple Law Firms with empathy and professionalism</li><li>Qualify cases and confirm eligibility using defined criteria and an understanding of personal injury cases</li><li>Guide clients through the sign-up process and secure retainers</li><li>Hand off cases to attorneys and lead paralegals with complete and accurate information</li><li>Maintain responsiveness as a key builder of trust with every partner</li></ul>Your Team: Legal OperationsLegal Operations is responsible for delivering exceptional outcomes for our law firm partners and their injured clients with precision, speed &amp; care. At Finch, we&rsquo;re building a team of the top 1% of legal operators with experience from law firms across America, and enabling them with next-generation technology to serve more clients, with more humanity.You Might Be a Fit if You:<ul><li>Have 5+ years in client-facing intake or sales roles, ideally in legal services</li><li>Are an excellent communicator who can build trust quickly</li><li>Can lead conversations with empathy while maintaining control of the call</li><li>Stay calm and focused under pressure</li><li>Are able to multi-task in a fast paced environment</li><li>Can confidently help people understand how a lawyer can best help with their situation with a soft sales approach</li></ul>Compensation$55,000 &ndash; $75,000 annual salaryWe&rsquo;re building a best-in-class team and accordingly aim for competitive salary and offer shares in the company to every legal operator. Salary is commensurate with experience and location.Additional benefits include:<ul><li>100% coverage for health, dental, and vision</li><li>Flexible PTO (we trust you to take the time you need)</li></ul>Job Type: Full-timePay: $55,000.00 - $75,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Personal injury law: 5 years (Required)</li></ul>Language:<ul><li>Spanish (Required)</li></ul>Work Location: Remote

Legal Intake Specialist (Bilingual - English/Spanish)

DiPasquale Moore

<div>Administrative Intake Specialist 
Kansas City, MO 
 
Overview
We are seeking a detail-oriented and organized Administrative Intake Specialist to join our team. This role plays a critical part in supporting the intake process by ensuring case accuracy, proper documentation, timely communication, and efficient assignment of cases to attorneys and investigators. The Administrative Intake Specialist will also assist with referrals, client communications, and various administrative projects to ensure a smooth workflow within the department.
Key Responsibilities<ul><li>
Verify accuracy of case information, including confirming correct Representation Agreements and correcting errors when necessary.</li><li>
Send assignment emails to ensure cases are distributed to attorneys in a timely manner.</li><li>
Escalate cases involving catastrophic injuries to the appropriate attorney for assignment.</li><li>
Monitor incoming emails, ensure they are addressed, and notify Intake Specialists if follow-up calls are needed.</li><li>
Review referrals in Lexamica, generate new client emails, and ensure intake teams follow up with prospective clients.</li><li>
Provide ongoing updates in Lexamica to keep referral partners informed of case status.</li><li>
Distribute completed referrals from Intake to appropriate contacts.</li><li>
Update Representation Agreements as needed.</li><li>
Assign cases and provide support by making calls if Intake requires assistance.</li><li>
Manage attorney task requests by scheduling them on investigators&rsquo; Outlook calendars and notifying investigators directly.</li><li>
Prepare and mail letters to potential clients.</li><li>
Send Representation Agreements to partner firms for Nursing Home and MT cases when necessary.</li><li>
Assist with special projects or provide additional support when the Intake team requires help.</li></ul> 
Qualifications<ul><li>
Strong attention to detail and accuracy in handling case-related documentation.</li><li>
Excellent written and verbal communication skills.</li><li>
Highly organized with the ability to prioritize multiple tasks.</li><li>
Proficiency with email, Outlook calendar management, and case management software.</li><li>
Ability to work collaboratively with attorneys, investigators, and intake specialists.</li></ul> 
What We&rsquo;re Looking For 
 
An organized, reliable team player who thrives in a fast-paced environment and ensures accuracy in every step of the intake process. The ideal candidate is proactive, detail-driven, and committed to supporting both clients and internal teams with professionalism.
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Administrative Intake Specialist

Tort Intake Professionals

<div>Description: 
Why Join Us?
At Tort Intake Professionals, your work is more than a job, it&rsquo;s a mission rooted in justice and compassion. You&rsquo;ll help people through some of the most difficult moments of their lives, ensuring their stories are heard with accuracy, empathy, and respect. Every case is a chance to restore dignity, and your role makes that possible.
About the Role
The Legal Intake Agent serves as the initial point of contact for individuals seeking legal assistance in mass lawsuits. This role involves conducting structured interviews to determine whether potential clients meet the eligibility criteria for participation. Once qualified, individuals are seamlessly transferred to the appropriate legal team for further evaluation.
This position requires strong communication skills, professionalism, and the ability to establish trust quickly over the phone. Representing a network of law firms, the Legal Intake Agent plays a critical role in supporting individuals who have been affected by harmful products, corporate negligence, or other large-scale issues.
The ideal candidate is adaptable and comfortable in a fast-paced, performance-based environment, with strong attention to detail and the ability to accurately document legally sensitive information. A proactive mindset and commitment to client service are essential for success in this role.
What you&rsquo;ll do:<ul><li>
Make a high volume of outbound phone calls to warm (opt-in) potential new clients</li><li>
Direct the initial engagement by identifying client needs, applying qualifying criteria, and providing appropriate information based on geographic and case requirements</li><li>
Communicate clearly and accurately with management and support staff regarding the facts of each potential case</li><li>
Send, receive, and accurately document legally required intake materials</li><li>
Handle legally sensitive files with a high degree of attention to detail, integrity, professionalism, and adherence to established processes</li></ul>
Requirements: 
<ul><li>
Minimum of 18 years or older</li><li>
3 years experience in legal intake, sales, or a call center environment preferred</li><li>
Associates degree preferred</li><li>
Excellent verbal and written communication skills</li><li>
Strong customer service orientation and ability to multitask effectively</li><li>
Familiarity with data entry and CRM systems</li><li>
Ability to adapt to frequent changes in processes and case criteria</li><li>
High attention to detail and professionalism in handling confidential information</li><li>
Must be legally authorized to work in the United States. This position requires verification of employment eligibility in accordance with federal law, and participation in E-Verify.</li></ul>
Perks of Joining our Team<ul><li>
Comprehensive Health Coverage &ndash; Medical, dental, and vision plans tailored to support your wellbeing</li><li>
Paid Time Off &ndash; Generous PTO to help you recharge</li><li>
Bonuses- Recognition for your hard work and impact</li></ul>
Schedule: Full-Time
Compensation: $25 Hourly
Tort Intake Professionals is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.
Employment is contingent upon the successful completion of a background check. Final hiring decisions will reflect the outcome of this screening process.</div>

Intake Agent - Phoenix

Jacoby & Meyers

<div></div><div><div><div>Intake Attorney Job Description</div><div></div><div>
Do you want to LOVE where you work and get full training to do it?</div><div></div><div>
Jacoby &amp; Meyers is the nation's preeminent law firm protecting consumers since 1972. We are currently seeking a smart and determined Intake Attorney to join our growing team. At Jacoby &amp; Meyers, every single employee gets to make an impact. Our values guide the way we work with each other. It's a culture where you have the freedom to experiment and push your talents as far as they can go.</div><div></div><div>
Job Title: Intake Attorney</div><div>
Type of Position: Full Time</div><div>
Location: Remote</div><div>
Pay: $90k- $140k Plus Bonus</div><div></div><div>
Job Description:</div><div>
The Intake Attorney is a client-facing role within the firm&rsquo;s Intake Department, focused on consulting with qualified prospective clients and supporting intake staff in converting cases into retained matters. This position conducts phone consultations, addresses legal and procedural questions, and guides clients through the retainer process to secure signed agreements. The Intake Attorney also manages follow-up on pending retainers, reviews declined inquiries for potential missed opportunities, and assists retained clients with post-sign-up questions related to engagement terms. This role does not carry an active caseload and is dedicated to intake conversion, quality control, and client experience.</div><div></div><div>
Core duties and responsibilities include the following. Other duties may be assigned:</div><ul><li>
Be readily available to receive warm transfers from Intake Agents when a qualified prospective client requests to speak directly with an attorney prior to making a retention decision, or return calls at a pre-arranged time when immediate transfer is not possible.</li><li>
Accept warm transfers from Intake Agents when a prospective client is qualified, but the agent is unable to close the case on the initial call, and the client agrees to speak with an attorney, either immediately or via a scheduled callback to ensure timely attorney consultation and maximize conversion.</li><li>
Conduct attorney phone calls focused on addressing client concerns, explaining legal options, and reinforcing the value of representation to facilitate case retention.</li><li>
Convert qualified prospective clients into signed clients by confidently walking them through the retainer agreement, explaining the signing process, and answering legal and procedural questions.</li><li>
Work with department supervisors to ensure that all clients or prospective clients receive stellar customer service and continually look for ways to optimize the process to get clients to sign up on the first call.</li><li>
Manage and execute structured follow-up outreach for pending retainers, including reviewing previously sent agreements and conducting same-day or next-business-day outbound calls to re-engage qualified prospective clients who were unable to sign at the time of consultation or requested additional time to consider retention, with the goal of maximizing conversion.</li><li>
Conduct daily reviews of turned-down leads using Intake&rsquo;s qualification criteria to identify potential missed opportunities, and proactively re-contact requalified prospects to reassess interest, clarify eligibility, and secure retainers when appropriate.</li><li>
Serve as an attorney resource for retained clients who have post-signup questions regarding their retainer agreement, fees, or engagement terms, providing clarification and support while coordinating with downstream departments as needed, without managing an active caseload.</li></ul><div>
Requirements:</div><ul><li>
Admission to the California Bar</li><li>
Able to use independent judgement to evaluate viability of case &amp; whether the firm should accept the case</li><li>
Excellent analytical, oral, and written communication skills and attention to detail</li><li>
Ability to work independently in a fast-paced, high-volume practice</li><li>
Must be organized and able to manage competing priorities</li></ul><div>
What We Offer:</div><ul><li>
Unlimited Time Off (FTO) for Attorney and Executive positions</li><li>
Medical, Dental, Vision and Pet Insurance</li><li>
401(k) with Company Match</li><li>
Company-paid Life Insurance and AD&amp;D Coverage, Voluntary Life Insurance</li><li>
Short-term and Long-term Disability</li><li>
Employee Assistance and Travel Assistance Programs</li><li>
Health FSA and Dependent Care FSA</li><li>
Accident Insurance</li><li>
Commuter Transportation Incentive</li><li>
Cell Phone and Internet Stipend</li><li>
Fully-paid parking</li><li>
Learning and Development Programs</li><li>
1X1 Leadership Coaching</li><li>
Voluntary Critical Illness Insurance</li><li>
Remote Positions</li></ul><div>
About J&amp;M:</div><div>
Jacoby &amp; Meyers was founded in 1972 with the intention of making the legal system more accessible to the average person. Now, more than 50 years later, we continue to help people get the justice and compensation they deserve. Specializing in all types of accident claims, including automobile, motorcycle, bicycle, Uber/Lyft, or trucking accidents, slip and falls, dog bites, construction accidents and other wrongful conduct, the attorneys at Jacoby &amp; Meyers have recovered over a billion dollars for their clients' personal injury and wrongful death claims caused by the negligence of a third party.</div><div></div><div>
REQUIRED: Resume, Pay Expectation</div><div>
Jacoby &amp; Meyers is an Equal Opportunity Employer.</div></div></div>

Intake Attorney

Mcclain Rosenthall Davis

We are seeking a reliable, detail-oriented bilingual (English/Spanish) Legal Assistant or Paralegal to serve as the firm&rsquo;s primary administrative and client-facing support. This role is critical to intake, client communication, scheduling, and day-to-day case management for criminal and family matters.This is an in-office position requiring strong people skills, sound judgment, and the ability to manage multiple priorities in a busy practice.---Key ResponsibilitiesClient Intake &amp; CommunicationAnswer incoming calls and conduct initial client intake, including Spanish-speaking clientsExplain basic procedures and next steps (non-legal)Route urgent matters to the appropriate attorneyMaintain professional, empathetic communication with clients under stressCase &amp; Office ManagementManage calendars, court dates, deadlines, and remindersPrepare and organize case files (physical and digital)Assist with drafting routine correspondence and formsUpload, scan, and organize documentsCoordinate with courts, prosecutors&rsquo; offices, and opposing counselBilling &amp; Administrative SupportAssist with invoicing, retainers, and payment trackingEnsure signed retainers and engagement documents are properly storedMaintain accurate client recordsSupport attorneys with trial prep and hearings as needed---Required QualificationsFluent in Spanish and English (spoken and written)Prior experience as a legal assistant, paralegal, or law firm admin preferredStrong organizational skills and attention to detailComfortable handling confidential and sensitive informationProfessional phone presence and interpersonal skillsProficiency with Microsoft Office; familiarity with Clio or similar case-management software is a plusJob Type: Full-timePay: $60,000.00 - $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: In person

Paralegal

Caldwell Wenzell & Asthana

Personal Injury Intake SpecialistOverviewThe intake specialist is the face of our firm and is often one of the first people clients will speak with after undergoing a traumatic experience. Candidates must be understanding and also be able to demonstrate that our firm is ready and willing to fight on their behalf.DescriptionOur rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! The Intake Specialist provides the first impression of our firm by processing and determining prospective cases from potential clients. You&rsquo;ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help book and manage their appointments. This position plays a vital role in providing new clients with excellent client service. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today!Responsibilities&middot; Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.&middot; Making outbound calls to our leads.&middot; Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently.&middot; Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases.Qualifications&middot; High school diploma or equivalent required&middot; Previous customer service or sales experience preferred&middot; Possesses outstanding communication skills and sense of empathy&middot; CRM and case management software experience a plus&middot; Solid data entry and computer skills&middot; Previous legal experience a plusBenefits Competitive salaryFull-time position in our Mobile locationBenefits: Health Insurance, 401(k), Paid Time Off, Paid HolidaysJob Type: Full-timePay: $40,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Health insurance</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Microsoft Office: 3 years (Preferred)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Work Location: In person

Personal Injury Intake Specialist

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