legal intake specialist

Carpenter & Zuckerman

Job Summary/Objective:We are seeking a compassionate Legal Intake Specialist to join our personal injury law firm. In this vital role, you will manage the initial intake process for potential clients seeking legal assistance, ensuring they feel supported and understood during what can be a challenging time.As the first point of contact, you will gather essential information from clients, assess case eligibility, and facilitate a smooth transition to our legal team. Your effective and empathetic communication will be instrumental in building trust and rapport, as many clients may be experiencing stress or uncertainty following an accident.In collaboration with attorneys and support staff, you will streamline the intake process, ensuring that all necessary documentation is collected and prepared for further legal action. Your organizational skills and insights will enhance operational efficiency and contribute to a positive client experience.Job Duties:<ul><li>Conduct initial consultations with prospective clients via phone, email, or in-person, creating a welcoming and supportive environment to make clients feel comfortable sharing their experiences.</li><li>Collect and document essential details about potential personal injury cases, including accident specifics, medical history, and any relevant documentation, ensuring thoroughness and accuracy.</li><li>Enter and maintain accurate and confidential records in the case management system, ensuring all client information is up to date and compliant with legal standards.</li><li>Schedule follow-up appointments or consultations with attorneys and prepare necessary documentation for a seamless client handoff, ensuring that the legal team has all relevant information.</li><li>Work closely with attorneys and support staff to streamline the intake process, sharing insights and feedback to enhance overall team efficiency and client satisfaction.</li></ul>Required Skills and Experience: <ul><li>Fluent in both Spanish and English.</li><li>1-2 years of experience in a customer service role</li><li>Strong ability to build rapport with clients and communicate effectively, demonstrating empathy and clarity during initial consultations.</li><li>Proficient in assessing case details for eligibility, with meticulous attention to detail and strong organizational abilities to manage multiple cases efficiently.</li></ul>Work Environment:This job operates in an office environment. This role routinely requires working with standard office equipment such as computers, phones, photocopiers, and the like.Position Type/Expected Hours of Work:This is a full-time position with a work schedule from Monday to Friday. While hours may be adjusted, employees in this department typically work an eight-hour day between 11:00 a.m. and 7:30 p.m. The position may also require additional hours (overtime), and the schedule may be modified based on operational needs.Equipment Used:<ul><li>PC Computer</li><li>Telephone</li></ul>Job Type: Full-timePay: $25.00 - $35.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Ability to Commute:<ul><li>Beverly Hills, CA 90211 (Required)</li></ul>Work Location: In person

Legal Intake Specialist

Lead Artisan

You know intake. You have done it. You know the flow. You know the business. You can sell ice to an Eskimo. You&rsquo;re empathetic, driven, and thrive on closing deals that make a real impact in people&rsquo;s lives.This isn&rsquo;t a &ldquo;customer service&rdquo; role. This is sales &mdash; legal sales &mdash; where compassion meets conversion. Every day, potential clients call in after accidents, injuries, or tough situations. They&rsquo;re unsure. Scared. Hesitant. And you? You&rsquo;re the calm voice that turns confusion into confidence &mdash; and hesitancy into signed retainers. You lead the call and get them closed.If you can sell, listen, and lead with empathy, you&rsquo;ll make money here. A lot of it.You Are:<ul><li>A natural closer.</li><li>Coachable &mdash; you actually want feedback because you care about getting better.</li><li>Tech-savvy enough to be comfortable working remotely in a call environment on a auto dialer.</li><li>A fast thinker who listens deeply and builds instant trust.</li><li>Bilingual (Spanish/English) &mdash; a major plus.</li></ul>The Role:<ul><li>Handle inbound and follow-up calls from potential clients.</li><li>Qualify, empathize, and convert &mdash; all in one call.</li><li>Master scripts while sounding human, not robotic.</li><li>Use our CRM and intake tools to keep every lead organized and moving forward.</li><li>Work closely with our leadership team to refine your craft and maximize earnings.</li></ul>The Schedule:<ul><li>Full-time: 5 days a week</li><li>Choose your shift: 9:30 AM &ndash; 6:00 PM or 12:00 PM &ndash; 10:00 PM EST</li><li>100% remote &mdash; must have a quiet workspace and reliable internet.</li></ul>Why You&rsquo;ll Love It:<ul><li>No cold calling &mdash; warm leads who already need help.</li><li>Real coaching from leaders who want you to win.</li><li>Base pay + commission + bonuses that reflect your hustle.</li><li>Growth path into leadership or high-ticket closing.</li></ul>If you&rsquo;ve ever been told you &ldquo;should be in sales&rdquo; &mdash; this is the opportunity that proves everyone right. Even better if you already to intake. Job Type: Full-timePay: $75,000.00 - $110,000.00 per yearWork Location: Remote

Remote Legal Intake Specialist

Ligori & Ligori, Attorneys At Law

<div><div>About the Job:</div><ul><li>
The Law Office of Ligori &amp; Ligori seeks a strong Intake Specialist.</li><li>
Responsible for answering all intake calls and completing intake questions with clients, as well as providing high levels of service to ensure we have a good first impression.</li><li>
Responsible for screening all calls and finding out if the client would prefer an intake specialist visit to their home, an office appointment, or email documents.</li><li>
If the case appears to have issues schedule the client to visit the office and partner with the supervisor.</li><li>
Required to send email to the supervisor, and other intake specialists on every intake call for follow-up. Include attorneys if the cases are catastrophic, or if an attorney&rsquo;s opinion is needed.</li><li>
Add client contact information into Prolaw with new intake, and import the email into the events tab.</li><li>
Once we obtain signed contracts on the new case, open the matter in Prolaw, create pre-suit checklist, and complete section one for intake.</li><li>
Once we receive the driver&rsquo;s exchange, send the driver&rsquo;s exchange to PIG to verify insurance coverage.</li><li>
Follow up with the client regarding which doctor they chose and the status of property damage.</li><li>
If the client does not have a treating physician, send the client a list of doctors near their home or work.</li><li>
Update intake spreadsheet per case, every day through the day.</li><li>
Follow up with PIG regarding insurance verification.</li><li>
Print the intake email and keep it on the desk until the case is signed.</li><li>
Set up and clean up conference rooms when the firm hosts mediations or depositions.</li></ul><div> 

Our Values: 
We are a family-friendly law firm that strongly believes in teamwork and taking care of each other. Our core values are the center of our family and the reason for our success. We believe in being Humble, Hungry, and Smart. So, if you are looking for a long-term career where you can be impactful and make a difference, join us today. 
 
Qualifications:</div><ul><li>
Exceptional written and oral skills.</li><li>
Strong computer and software skills.</li><li>
Strong problem-solving and critical thinking.</li><li>
Highly organized with a major focus on attention to details.</li><li>
Customer service oriented.</li><li>
Good time management.</li><li>
Ability to be flexible and adapt to different situations.</li><li>
High sense of urgency.</li><li>
Must be Bilingual (English - Spanish).</li><li>
Team player.</li></ul><div> 

About the Company</div><div>
We are personal injury lawyers that have dedicated our careers to helping those who have been harmed by others. We help our clients receive restitution for their injuries and losses. It is our privilege to offer our legal experience to clients from all over Florida that need assistance in recovering damages for their injuries. Main office located in Tampa, Florida. 
</div><div>
About Ligori &amp; Ligori Attorneys at Law</div><div>
We are personal injury lawyers that have dedicated our careers to helping those who have been harmed by others. We help our clients receive restitution for their injuries and losses. It is our privilege to offer our legal experience to clients from all over Florida that need assistance in recovering damages for their injuries. Main office located in Tampa, Florida.</div> 

About Ligori &amp; Ligori Attorneys at Law: 
We are personal injury lawyers that have dedicated our careers to helping those who have been harmed by others. We help our clients receive restitution for their injuries and losses. It is our privilege to offer our legal experience to clients from all over Florida that need assistance in recovering damages for their injuries. Main office located in Tampa, Florida.</div>

Intake Specialist

James and James

Job Title: Legal Intake Specialist (100% ONSITE) Company: James and James Legal---www.jamesandjameslegal.com Job Type: Full-TimeCompensation:<ul><li>Base Pay: $25/hour W2</li><li>Commission: 10% on all initial retainer payments</li></ul>About UsJames and James is a growing, client-centered law firm that provides compassionate, results-driven legal services. We believe in building trust from the very first interaction. We&rsquo;re looking for a motivated and personable Legal Intake Specialist to join our remote team&mdash;someone who can both connect with clients on a human level and confidently guide them through the decision to retain our services.Position SummaryAs a Legal Intake Specialist, you&rsquo;ll play a dual role: first as a compassionate listener who helps prospective clients feel heard and understood, and second as a skilled closer who can convert qualified leads into retained clients. This is a critical front-line position combining client service, legal understanding, and inside sales. You'll educate potential clients about our services, assess their needs, and secure retainer agreements&mdash;all while maintaining a professional and empathetic tone.Key Responsibilities<ul><li>Respond quickly to new client inquiries via phone, email, and online forms</li><li>Build trust and rapport while identifying the client&rsquo;s core legal needs</li><li>Clearly explain the firm&rsquo;s services, process, and pricing in a persuasive, professional manner</li><li>Guide prospective clients through the intake and onboarding process with empathy and attention to detail</li><li>Confidently present retainer agreements and close new client sign-ons</li><li>Follow up with leads who have not yet converted, using strategic outreach and nurturing</li><li>Track all interactions and outcomes using CRM and legal case management tools</li><li>Collaborate closely with attorneys and other intake team members to ensure a smooth client experience</li><li>Consistently meet or exceed sales performance targets, conversion rates, and KPIs</li></ul>Qualifications<ul><li>1-2 years of sales, client intake, or consultative customer service experience&mdash;preferably in a legal or professional services environment</li><li>Excellent interpersonal and communication skills, both verbal and written</li><li>Ability to clearly and confidently explain legal services, fees, and processes</li><li>Empathetic and emotionally intelligent approach to conversations</li><li>Strong objection-handling skills and the ability to professionally close sales</li><li>Tech-savvy with experience using CRM platforms, online scheduling tools, and virtual meeting software</li><li>Highly self-motivated, detail-oriented, and reliable</li><li>Must have a dedicated, quiet home workspace and a strong internet connection</li></ul>What We Offer<ul><li>Competitive base pay plus uncapped commission</li><li>A supportive and fast-paced environment with growth opportunities</li><li>Paid training and ongoing development</li><li>The chance to help people during a difficult time while growing your career in legal sales</li></ul>How to ApplyTo apply, send your resume and a brief cover letter telling us why you're the perfect mix of compassion and conversion. We&rsquo;re reviewing applications on a rolling basis, so don&rsquo;t wait!Job Types: Full-time, ContractPay: $25.00 per hourExpected hours: 40 per weekBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li></ul>Application Question(s):<ul><li>Are you available to work 100% onsite in Schaumburg, IL?</li><li>What is your asking hourly rate?</li></ul>Location:<ul><li>Schaumburg, IL 60173 (Required)</li></ul>Work Location: In person

Legal Intake & Sales Strategist

Sweet Lawyers, LLP

Overview: We are seeking a detail-oriented and compassionate Intake Specialist to join our growing personal injury team. The ideal candidate will have strong communication skills, excellent attention to detail, and experience handling client intake in a fast-paced legal environment. This role is key to ensuring a positive first impression for new clients and supporting our legal team with accurate case information.Responsibilities:<ul><li>Manage the intake process for new clients, including collecting and organizing required information and documentation</li><li>Gather relevant case details such as accident circumstances, injuries, involved parties, and insurance information</li><li>Clearly explain the legal process and the firm&rsquo;s services to prospective clients</li><li>Collaborate with attorneys to evaluate potential cases and determine whether the firm can provide representation</li><li>Make recommendations regarding case acceptance or referral placement</li><li>Maintain accurate and organized client files using CRM software</li><li>Provide a high level of customer service and professionalism throughout all client interactions</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree or equivalent work experience preferred</li><li>Experience in legal intake, personal injury, or a related field strongly preferred</li><li>Proficiency in data entry and basic legal documentation</li><li>Excellent written and verbal communication skills (Spanish fluency required)</li><li>Strong organizational skills and attention to detail</li><li>Ability to work independently and collaboratively in a team environment</li><li>Leadership skills and initiative to improve processes</li><li>Experience with Salesforce and Adobe a plus</li></ul>Job Type: Full-timeSchedule:<ul><li>8-hour shift (Day and Evening availability required)</li><li>Monday to Friday, with occasional weekends or holidays as needed</li></ul>Benefits:<ul><li>401(k) with employer matching</li><li>Health, dental, vision, and life insurance</li><li>Paid time off and sick time</li><li>Travel reimbursement</li></ul>Work Location:<ul><li>In person &ndash; Newport Beach, CA 92660</li><li>Must be able to commute or relocate prior to starting work</li></ul>Job Type: Full-timePay: $25.00 - $40.00 per hourExpected hours: 40 per weekBenefits:<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>Travel reimbursement</li><li>Vision insurance</li></ul>Work Location: In person

Personal Injury Intake Specialist

Zinda Law Group

<div>Our Mission &ndash; Justice for All. Life Changing Results. 
Position Overview:
 
Are you interested in gaining hands-on experience in the legal field? Join our dynamic team as a Personal Injury Intake Specialist and play a vital role in helping clients during challenging times. In this role, you will be the first point of contact for individuals seeking legal assistance, guiding them through the initial steps of their case and helping them get the representation they deserve. 
What You&rsquo;ll Do:
<ul>
<li>Conduct phone-based client intake to gather details and assess case viability.</li>
<li>Build rapport with potential clients and ensure a smooth onboarding process.</li>
<li>Collaborate with our team to ensure accurate documentation and follow-ups.</li>
<li>Gain valuable insights into how a personal injury law firm operates.</li></ul> 


What We&rsquo;re Looking For:
<ul>
<li>Excellent communication and active listening skills.</li>
<li>A compassionate, client-focused attitude.</li>
<li>Strong organizational and multitasking abilities.</li>
<li>Interest in law, legal studies, or related fields.</li></ul> 


Compensation &amp; Benefits:
<ul>
<li>Salary commensurate with experience</li>
<li>Paid time off (20 days)</li>
<li>Medical, vision &amp; dental insurance (100% of Base medical plan covered by the firm)</li>
<li>Simple IRA with up to 3% company match</li>
<li>Opportunities for ongoing training and mentoring by our outstanding team</li>
<li>Opportunities to advance and grow within the firm</li></ul> 


Our core principles are:
<ul>
<li>Excellence Always</li>
<li>We All Take Out the Trash</li>
<li>Data-Driven Results</li>
<li>We Outwork Our Opponents</li></ul> 


This role is ideal for those looking to kick-start their legal career or gain meaningful experience in a professional law firm setting. Apply today to be part of a team that makes a difference! 
To apply, please submit your resume and cover letter. 
We will be accepting applications on an ongoing basis until a candidate is selected for the position. 
 
Zinda Law Group is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other protected status as required by applicable law. 
By submitting this application, I understand Zinda Law Group may use review publicly available information about me in order to assess my suitability for employment.</div>

Law Office of Bryan Fagan

<div>The Law Office of Bryan Fagan, PLLC is growing! We are seeking energetic and enthusiastic Sales Representatives / Ambassadors to join our dynamic Intake Team. This role serves as one of the first points of contact for prospective clients, playing a vital part in evaluating leads, qualifying prospects, and guiding individuals through the initial legal intake process.
If you thrive in a fast-paced environment, enjoy connecting with people, and take pride in delivering an exceptional client experience &mdash; this is the opportunity for you!<h3 class="jobSectionHeader">
Our Outstanding Company Culture</h3>
At the Law Office of Bryan Fagan, we believe in working smart, growing together, and celebrating our success.<ul>
<li>
Earn more with competitive pay and performance-based bonuses.
</li><li>Enjoy ongoing training and professional development.
</li><li>Be part of a fun, energetic, and collaborative team that values positivity and excellence.
</li><li>Relax with our business casual dress code and friendly office environment.</li>
</ul>
This position offers rotating shifts assigned upon hire, with hours ranging between 7:30 AM to 7:00 PM, and Saturdays as needed. In addition to competitive base pay, incentives up to $3,000 are available based on performance.
Requirements
Role Qualifications:<ul>
<li>Complete high volume and prompt client communication via phone, email, and online channels, in efforts to explain our valuable legal services.</li>
<li>Maintain a high level of customer service and professionalism in all interactions.</li>
<li>Conduct initial consultations to gather information and determine potential clients' legal needs.</li>
<li>Schedule appointments with attorneys for qualified leads.</li>
<li>Meet and or exceed sales goals.</li>
<li>Computer proficiency with MS Office or Google Suite, and experience with CRM software, preferably HubSpot.</li>
<li>Handle all administrative task timely and accurately: data entry, prepare and send documents, reporting on lead conversion, etc.</li>
<li>Maintain strong and concise communication with internal teams regarding leads.</li>
</ul>You will also have the following:<ul>
<li>HS School diploma or equivalent required; associate or bachelor's degree preferred.</li>
<li>2+ years of sales experience in a legal intake specialist role or similar business to customer sales role that is highly customer service focused.
</li></ul>Benefits
We offer affordable benefits: medical, dental, vision, 401K (with a 5% company match,) and life insurance!
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.</div>

Intake Specialist/Sales Representative Richmond

Search 10000+ Legal intake specialist jobs near you this November. New roles added regularly across leading industries. Apply today.

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