legal intake specialist

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)

Jeffcoat Gives Back

Job SummaryAt The Jeffcoat Firm, we are dedicated to serving everyday people in crisis. Led by CEO Michael Jeffcoat, our mission is to deliver exceptional legal services across South Carolina with integrity, compassion, and excellence. Our team is composed of ambitious, resilient, and self-motivated professionals who take pride in providing outstanding care to our clients and fostering a supportive work environment.As a New Client Specialist / Intake Agent, you will serve as the first point of contact for individuals seeking legal help. You will conduct detailed intake interviews in both English and Spanish, gather and document case information, and ensure potential clients feel supported, informed, and con?dent in their next steps.This is a hybrid role (50% in-office / 50% remote) that requires professionalism, empathy, attention to detail, and strong communication skills.Key Responsibilities<ul><li>Answer and manage inbound and outbound calls from potential new clients in English and Spanish</li><li>Conduct comprehensive intake interviews and accurately gather case details</li><li>Clearly document all information for attorney and internal review</li><li>Explain firm processes, expectations, and next steps to callers</li><li>Enter and maintain accurate client data in the firm&rsquo;s case management system</li><li>Handle sensitive or emotional conversations with professionalism and empathy</li><li>Follow established intake scripts, quali?cation guidelines, and firm procedures</li><li>Collaborate with attorneys, supervisors, and intake leadership to ensure smooth case flow</li></ul>Qualifications<ul><li>Fluent in English and Spanish (required)</li><li>Previous experience in legal intake, call center, customer service, or a related role preferred</li><li>Strong verbal and written communication skills</li><li>High attention to detail and excellent organizational skills</li><li>Ability to work in a fast-paced, performance-driven environment</li><li>Professional, reliable, and punctual</li><li>Comfortable working both in-office and remotely as part of a hybrid schedule</li></ul>Why you&rsquo;ll love it here:<ul><li>$22 - $26 per hour, depending on experience.</li><li>Enjoy a comprehensive benefits package including medical, dental, and vision coverage. Take advantage of parental leave &amp; a 401k plan with an employer contribution.</li><li>Recharge with our generous vacation policy, including 12 paid holidays.</li><li>Our Firm believes in making our community a better place and paying all successes forward. We offer 8 hours of volunteer time off per quarter to support causes you're passionate about.</li><li>We provide supportive leadership, expect accountability and transparency, and focus on outreach.</li><li>Ongoing training and development to help advance your career.</li></ul>Requirements:<ul><li>8:30 AM&mdash;5:30 PM Monday &ndash; Friday</li><li>In office, Columbia, SC (Hybrid role)</li><li>First month of training will be in the office (1333 Main St, Columbia, SC)</li></ul>The Jeffcoat Firm is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status.If you are unable to apply online due to a disability, contact Talent Acquisitions at hiring@thejeffcoatfirm.com.Job Type: Full-timePay: $22.00 - $26.00 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>Paid time off</li><li>Parental leave</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Hybrid remote in Columbia, SC 29201

New Client Specialist/Bilingual Intake Agent

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

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

Morgan Stanley

<div>We are seeking someone to join our team as an Associate in Legal &amp; Compliance Division in WM Intake role, in this role you will ensure continuity of daily operations.
In the Legal &amp; Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm&rsquo;s management of legal, regulatory and franchise risk. This is an Associate level position as an Intake Associate. 
 
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
<ul><li>Tracking Litigation and Regulatory matters and Subpoenas as they are received by the Firm
</li><li>Independently manage day-to-day operations, process changes, SLA compliance, and capacity allocation etc
</li><li>Ensure adherence to firm control, risk, and governance processes; and maintain documentation, reporting, MIS and perform reconciliation.
</li><li>Matter Management - coverage and supervision, running searches, creating a new record for matters.
</li><li>Maintaining lifecycle of arbitration, regulatory, advisory and subpoena in the matter management system
</li><li>Managing distribution of incoming matters within and outside of the groups
</li><li>Running and circulating reports in the Firm's matter management systems
</li><li>Maintain seamless Intake operations, improved process on lookout requests &amp; automated reporting.
</li><li>Monitoring and supervise mailboxes for newly served arbitrations, litigations and/or subpoenas
</li><li>Reviewing and processing of legal matters such as Subpoenas, litigations by performing searches in various MS systems and applications
</li><li>Communicate with assigned attorney regarding matters and collaborate with paralegals
</li><li>Support ad-hoc and new BAU activities and projects that may be offshored to Mumbai LCD Requirements
</li></ul>What you'll bring to the role:
<ul><li>Qualified lawyer LLB (LLM will be an added advantage)
</li><li>2+ years post qualification experience
</li><li>Solid track record working in a professional environment
</li><li>Excellent verbal and written English communication skills - ability to effectively correspond with various groups and senior professionals over email and the telephone
</li><li>Pragmatic and analytical problem solving skills - candidate needs to consistently apply sound judgment
</li><li>Attention to detail
</li><li>Have the ability to effectively handle a fast paced environment
</li><li>Experience in stakeholder management with excellent interpersonal skills and the ability to work effectively with colleagues across regions and Business Units
</li><li>Team player who can successfully manage multiple projects and priorities
</li><li>Ability to think independently, form opinions and make decisions
</li><li>Ability to anticipate ahead of time and escalate issues as appropriate
</li><li>Ability to identify and recommend process efficiencies
</li><li>Must be able to maintain a high level of organization under pressure
</li><li>Successfully meet established deadline requirements - display efficient time management skills
</li><li>Possess the ability to research and resolve issues independently
</li><li>Have the ability to effectively handle a fast paced environment
</li><li>Familiarity with identifying legal documents and separating them from other correspondence
</li><li>Basic understanding and exposure of US Law and terminologies will be preferred
</li><li>Should exhibit comfort working with technology and the ability to learn and display proficiency on Firm's systems and programs
</li><li>Proficient with MS Office (Excel proficiency is required - specific focus on excel macros)
</li><li>Understanding of legal documents and terminologies
</li><li>Knowledge of document automation, contract analysis and other legaltech software an advantage
</li></ul>Coverage
<ul><li>Monday to Friday from 11:30 AM to 8:30 PM India time
</li><li>Coverage is dependent on business needs, so flexibility is expected. Full day's coverage may be required during some Indian holidays
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.</div>

WM Intake, Associate, Coverage Advisory

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

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