Intake Specialist
Job Location:
Mexico City - Mexico
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Intake Specialist
Personal Injury Law California Clients Remote
ABOUT THE CLIENT
Were a Beverly Hills-based personal injury law firm representing accident and injury victims across California. The firm handles cases spanning auto accidents premises liability catastrophic injury and wrongful death all on a contingency basis no fee unless the client wins. Were is known for aggressive trial-ready advocacy: rather than settle early for less the firm builds cases toward litigation when thats what it takes to secure the right outcome for the client.
ROLE OVERVIEW
Were hiring an Intake Specialist to be first impression for every new personal injury case. This is a phone-first client-facing role: youll be calling and speaking with prospective clients directly qualifying their case and getting strong matters signed and handed cleanly to the Case Manager without the attorney needing to get involved. How you sound and how you make people feel on that first call matters as much as what you know.
KEY RESPONSIBILITIES
Field and place calls with prospective clients to gather incident details and assess case viability
Qualify leads against the firms case criteria across California personal injury matters (auto accidents premises liability catastrophic injury and related claims)
Guide qualified prospects through sign-up including retainer agreements disclosures and initial paperwork
Log and maintain accurate complete records for every lead and new client in the firms case management system
Hand off signed cases to the Case Manager with a clean complete file no gaps or follow-up questions needed
Follow up promptly and honestly with prospects who havent yet signed without overselling case value
REQUIRED EXPERIENCE & SKILLS
Non-negotiable honesty and integrity; good-faith mistakes are never held against you but dishonesty is disqualifying
Track record of owning work end-to-end with minimal oversight; once something is handed off it gets done without follow-up or reminders
2 years of hands-on experience in California personal injury law specifically not general PI or other practice areas
Fluent polished spoken English with a neutral accent; callers should not be able to identify you as based overseas
Strong active listening and rapport-building skills comfortable on high call volume
Excellent written communication for accurate professional case notes
Prior experience in a plaintiff-side personal injury intake or qualifying role is a plus
IDEAL CANDIDATE PROFILE
This role calls for someone warm on the phone but sharp underneath it able to build instant trust with a stranger while accurately reading whether their case is a fit. Youre proactive rather than reactive: you dont wait to be asked whether a lead was followed up on youve already done it. You take pride in handing off a file so complete and so clean that nobody downstream has to chase you for details.
WORK SCHEDULE
8:30 AM 5:00 PM Pacific Time Monday Friday
