Intake Specialist - Remote

Overview

A mission-driven personal injury law firm serving clients across Texas. They fight for justice on behalf of individuals injured due to the negligence of others. Intake Specialists are the first point of contact, shaping client experience and ensuring potential cases are thoroughly evaluated and compassionately handled.

In Short

• Serve as the first voice clients hear—build rapport quickly and compassionately with injury victims and their families.
• Conduct detailed, empathetic intake interviews over the phone to assess potential personal injury claims.
• Gather key facts regarding liability, insurance, and damages, and input accurate data into the case management system.
• Determine whether prospective clients meet case criteria based on firm guidelines, training, and attorney input.
• Communicate clearly and professionally in both English and Spanish.
• Explain next steps and firm processes to potential clients, ensuring a smooth handoff to the legal team.
• Follow up on pending leads and maintain contact until a decision is reached.
• Coordinate with attorneys and legal assistants to escalate urgent or viable cases promptly.
• Participate in weekly team meetings and coaching sessions with intake leadership.
• Provide feedback on trends, objections, and potential process improvements.

Requirements

• 2+ years of experience in client intake, customer service, or legal support preferred; experience in personal injury law is a strong plus.
• Bilingual fluency in Spanish and English, both spoken and written.
• Excellent listening skills with the ability to remain calm and empathetic in high-stress situations.
• Strong attention to detail with the ability to document conversations and data accurately.
• Tech-savvy: Comfortable using case management software, VoIP systems, and CRM tools.

Benefits

• Opportunity to help people at one of the most difficult moments in their lives.
• Chance to be on the frontlines of justice, helping injury victims start their legal journey.
• Engagement in a fast-paced legal environment.
• Participation in team meetings and continuous learning opportunities.