legal intake specialist

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)

Law offices of Bob Nehoray

We are a growing firm with offices in Encino, Riverside, Oakland and Palm Desert. We are looking for a legal intake specialist in our Encino Office. The ideal candidate should have a warm and engaging personality and good customer service skills.Duties/Responsibilities<ul><li>Screening calls and conducting intakes for personal injury and workers compensation cases.</li><li>Answering phones and clerical/administrative responsibilities.</li></ul>Qualifications<ul><li>Bilingual (English/Spanish Speaking) a plus but not required.</li><li>Previous experience as an intake specialist required!</li><li>Outstanding customer service skills required</li><li>Experience in lead docket a plus but not required.</li></ul>If this sounds like you - apply! We can't wait to meet you!Job Type: Full-timePay: $20.00 - $35.00 per hourBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Intake Specialist

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

Accounting Career Consultants, ACC Legal & HR Career Consultants

<div>
 
 
 Why is This a Great Opportunity?
 
 
 
 
 
 
 This role offers an opportunity to support the efficient operation of a law firm by serving as a key point in the client and matter intake process. The File Opening Specialist plays an important role in ensuring accurate file setup, compliance with internal procedures, and timely support for attorneys and legal staff. This position provides exposure to legal operations, compliance requirements, and administrative processes within a professional services environment. It is well suited for individuals who are detail-oriented and interested in building experience within the legal field.
 
 
 
 
 
 
 
 
 
 Job Description:
 
 
 
 
 
 
 The File Opening Specialist is responsible for opening and maintaining client and matter files in accordance with firm policies and regulatory requirements. Responsibilities include, but are not limited to:
 
 
 &bull; Opening new client and matter files in the firm&rsquo;s case management and billing systems
 
 
 &bull; Reviewing file opening requests for completeness and accuracy
 
 
 &bull; Conducting conflict checks and coordinating resolution as needed
 
 
 &bull; Ensuring compliance with firm policies, ethical rules, and recordkeeping requirements
 
 
 &bull; Maintaining accurate client and matter information, including engagement details and billing arrangements
 
 
 &bull; Communicating with attorneys and legal staff to resolve missing or incomplete information
 
 
 &bull; Assisting with file maintenance, updates, and closures as required
 
 
 &bull; Supporting audits, reporting, and administrative projects related to file management
 
 
 &bull; Maintaining confidentiality and handling sensitive information with discretion
 
 
 
 
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 
 &bull; High school diploma or equivalent required; Associate&rsquo;s or Bachelor&rsquo;s degree preferred
 
 
 &bull; One (1) or more years of experience in a law firm, legal administrative, intake, or professional services environment preferred
 
 
 &bull; Strong attention to detail and organizational skills
 
 
 &bull; Ability to manage multiple requests and meet deadlines in a fast-paced environment
 
 
 &bull; Clear written and verbal communication skills
 
 
 &bull; Proficiency with Microsoft Office applications; experience with legal case management or billing systems preferred
 
 
 &bull; Ability to follow established procedures and maintain compliance standards
 
 
 &bull; Strong judgment and discretion when handling confidential information
 
 
 &bull; Authorization to work in the United States
 
 
 
 
 
 #30587
 
</div>

File Opening Specialist

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

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

Rocky McElhaney Law Firm

Looking for an Intake Specialist - Bilingual English/Spanish with Gladiator Skills!Title: Intake Specialist - Bilingual English/SpanishHours: Full-time positionSchedule: Monday through Friday from 8:00 am to 5:00 pmSalary: Depends on your level of skill and experience We&rsquo;re not looking for a telephone operator. We&rsquo;re looking for someone exceptional.We&rsquo;re searching for an individual who feels that helping injury victims get back on their feet after an accident is a worthwhile thing to do and that playing a critical role in that process would drive them to excel. We&rsquo;re looking for someone who would fit right in with a culture of smart, funny, caring people who care as much about each other as for the work they do.You&rsquo;ll know you&rsquo;re a good fit if&hellip;<ul><li>You enjoy being part of a team that&rsquo;s working toward a common goal.</li><li>You have a healthy sense of humor.</li><li>You believe everyone deserves respect, regardless of their race, religion, sexual orientation, or level of income.</li><li>You are looking for a job that lets you go home every day knowing you've made a positive difference in the lives of others.</li><li>You&rsquo;re interested in the law and in being part of a team that helps victims gain justice.</li><li>You&rsquo;re someone who likes learning and wants to grow personally and professionally.</li><li>You want a boss that listens and helps you learn and grow.</li><li>You&rsquo;re looking for a job that you&rsquo;ll never want to leave.</li><li>You&rsquo;re looking for a role that will allow you to change lives.</li></ul>We&rsquo;ll know you&rsquo;re a good fit if&hellip;<ul><li>You have at least one year of experience working in the legal profession.</li><li>You have at least one year of experience with clerical/administrative work.</li><li>You have a knack for organization, details, and meeting deadlines.</li><li>You have the judgement required to prioritize tasks and juggle multiple things at once.</li><li>You&rsquo;re a self-starter who&rsquo;s likely to take personal initiative to get things done.</li><li>You&rsquo;re skilled at working independently but recognize when to seek help.</li><li>You've got good verbal and written communication skills.</li><li>You can adapt to change and function in a fast-paced environment.</li><li>You&rsquo;re skilled in Microsoft Office products and eager to learn new and updated software as it comes out.</li><li>You follow the rules because you understand that following policies and procedures keeps our work successful and our culture intact.</li></ul>What would I be doing every day?Our Legal Intake Gladiators report to the Intake Director and perform in a fast-paced environment with layered job responsibilities that include both legal and administrative tasks. Day-to-day duties include, but are not limited to, the following:<ul><li>Greeting Potential New Clients over the phone.</li><li>Inputting data in order to identify qualifying cases.</li><li>Working with the Intake Director to send correspondence to non-qualifying leads.</li><li>Scheduling of meetings with the appropriate teams for new clients.</li><li>Sending electronic sign up packets when necessary.</li><li>Reviewing, scanning, saving, and organizing important documents related to cases.</li><li>Entering notes and other data into the case management software.</li><li>Monitoring and following up with new clients to ensure they complete their sign-up packets.</li><li>Managing and overseeing new client email and working with them to get the information required to get their cases opened.</li></ul>What We're Offering<ul><li>Competitive pay and annual performance reviews.</li><li>Medical, dental, vision, and life insurance fully paid for by us.</li><li>Stipend paid for a monthly gym membership.</li><li>Generous paid time off plus an additional 10 to 11 holiday days off annually.</li><li>Flexible workday start and stop times.</li><li>Flex time during the week.</li><li>Free snacks and soft drinks provided each week.</li><li>Staff events and activities like Cookouts, Taco Tuesday, Holiday Celebrations, Family Bowling, Cornhole Tournaments, days where we buy everyone lunch just because we think they're awesome, and more. These are just a few of the things we do.</li><li>Spirit Day where we spend an entire day showing our appreciation for staff with gifts and events.</li><li>Employee assistance program (EAP).</li></ul>Why You Should Want to Join Rocky&rsquo;s Team?There are so many reasons. Here are a few:<ul><li>Rocky McElhaney Law Firm is an amazing place to work, and we&rsquo;ve got the awards to prove it: Nashville Business Journal&rsquo;s Best Places to Work since 2013.</li><li>We offer the best incentives and benefits available including generous vacation time, premier health insurance plans, staff appreciation events, ergonomic office equipment, stipend paid for gym membership, and more.</li><li>Our employees always come first. We know our employees are the key to our success. We&rsquo;re dedicated to maintaining a team that is valued, trusted, and fully supported, and we work hard meet their needs as they arise.</li></ul>Please note that if considered for the position, a background check will be required for employment.More about Rocky McElhaney Law Firm&rsquo;s CultureWe have high standards when it comes to the quality of our work, but we value and reward those who work smarter, not longer. We prize staff who are both teachers and learners, regardless of their age or job title. We&rsquo;re hard hitters when it comes to fighting for our clients and compassionate and loyal in our relationships with each other. We like to have fun and make sure our team has opportunities to do just that. We encourage healthy lifestyles and provide our staff with ways to maintain them. We&rsquo;re flexible and adaptive and strive to maintain a culture of happy, challenged, and fulfilled human beings.Job Type: Full-timeExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Intake Specialist - Bilingual English/Spanish

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