Intake Specialist - Remote

Overview

The Intake Specialist will be the first point of contact for potential clients, ensuring they receive prompt, professional, and empathetic service while assessing new cases and gathering essential information.

In Short

• Answer and respond to potential client inquiries via various communication methods.
• Gather and document key details regarding potential cases.
• Assess case viability and escalate qualified leads to attorneys.
• Provide compassionate communication to potential clients.
• Process new client onboarding and maintain client files.
• Prepare and process legal intake documents accurately.
• Collaborate with attorneys and case managers for smooth transitions.
• Assist in training new intake team members.
• Manage intake-related administrative tasks.
• Ensure all client interactions align with professional standards.

Requirements

• Previous experience in customer service, sales, or legal intake preferred.
• Strong verbal and written communication skills.
• Exceptional attention to detail and multitasking abilities.
• Proficiency in Microsoft Office and familiarity with legal software.
• Bilingual in English and Spanish required.

Benefits

• Industry recognition and a high-performing team environment.
• Growth opportunities with training and career advancement.
• Supportive culture with team events and rewards.