About this role
We are seeking a proactive and results-driven Intake Specialist to support lead qualification and client intake processes. The ideal candidate will have strong communication skills, a sales-oriented mindset, and the ability to manage client information accurately in a fast-paced legal environment.
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Responsibilities:
- Handle incoming calls, inquiries, and referrals, and conduct structured intake interviews
- Gather and verify client and accident information with accuracy and empathy
- Evaluate and pre-qualify cases based on firm criteria and escalate when needed
- Enter and organize case data in CRM/case management systems
- Collect and upload supporting documentation (reports, photos, insurance, medical records)
- Explain and obtain signed retainer agreements to convert qualified leads
- Follow up with leads and missed calls to maximize conversions
- Maintain accurate records, confidentiality, and compliance with firm policies
- Coordinate with attorneys and case managers during case transition
- Support team communication and intake process improvements
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Requirements:
- Experience in sales, customer support, or the legal field required
- Strong communication and interpersonal skills
- Ability to work in a fast-paced, target-driven environment
- Strong organizational skills and attention to detail
- Ability to multitask and manage multiple leads efficiently
- English C2