Intake Specialist

Job Description

Job Description

Position Overview
The Intake Specialist is the first and most critical point of contact for potential and existing clients. This role is ideal for someone with strong customer service experience, excellent communication skills, and a genuine passion for helping people. You will play a key role in converting leads into clients, gathering essential case information, and ensuring every interaction reflects our commitment to compassion, professionalism, and excellence.

If you thrive in a fast-paced environment, enjoy building rapport, and want to grow your career with a firm that values teamwork and performance, we encourage you to apply.

Key Responsibilities

Client Engagement & Conversion

• Serve as the first point of contact for prospective clients via phone, email, and online inquiries.
• Conduct detailed intake interviews to assess case eligibility and guide clients through the onboarding process.
• Clearly and confidently explain the firm’s services, legal process, and fee structure with empathy and professionalism.
• Build trust and rapport to convert qualified inquiries into retained clients.
• Follow up with prospective clients to maximize conversion opportunities.

Documentation & Case Setup

• Collect, review, and organize key documentation including police reports, medical records, insurance information, and signed retainers.
• Accurately enter client and case information into the firm’s case management system.
• Ensure all intake information is complete, accurate, and compliant with firm standards.

Client Support & Communication

• Deliver a consistently superior client experience on every interaction.
• Handle inbound calls from existing clients, providing updates, answering questions, and routing calls appropriately.
• Maintain professionalism, empathy, and attention to detail in all communications.

Administrative & Team Collaboration

• Maintain well-organized electronic client files.
• Assist with intake reporting, performance tracking, and process improvements.
• Collaborate closely with marketing, intake leadership, and legal teams to improve workflow efficiency.

Work Schedule & Environment

• Onsite position in a collaborative, team-oriented office environment.
• Two shift options available to select from:
  A) 9:00 AM – 6:00 PM
  B) 10:00 AM – 7:00 PM
• 2+ years of customer service, client intake, call center, or legal support experience (personal injury experience preferred but not required).
• Excellent verbal and written communication skills.
• Strong interpersonal skills with a positive, solutions-oriented attitude.
• High level of organization, attention to detail, and time management.
• Comfortable working in a performance-driven, fast-paced environment.
• Proficiency with Microsoft Office and CRM or case management systems.
• Bilingual (English/Spanish) preferred but not required.

Compensation & Benefits

• Salary range: $50,000 – $60,000 annually, based on experience.
• Potential monthly performance bonus based on individual performance
• Comprehensive benefits package including:
• • Health, dental, and vision insurance
  • Paid time off and paid holidays
• Opportunities for professional development, performance-based growth, and advancement within the firm.

With over 75 years of combined experience and $250 million recovered for our clients, our top-rated car accident attorneys proudly serve injury victims, including Georgia, Alabama, Tennessee, Texas, Ohio, Illinois, Missouri and North Carolina. No matter where you live, our team has the dedication and resources to handle your case.

Company Description

With over 75 years of combined experience and $250 million recovered for our clients, our top-rated car accident attorneys proudly serve injury victims, including Georgia, Alabama, Tennessee, Texas, Ohio, Illinois, Missouri and North Carolina. No matter where you live, our team has the dedication and resources to handle your case.