Legal Intake Specialist

Reports to: Lead Intake Specialist

We are seeking a compassionate detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective this critical role you will guide individuals through the initial stages of engaging with our firm-often during difficult or stressful times-while ensuring a smooth and professional intake process.

If you have strong communication skills a passion for helping others and the ability to manage multiple priorities in a fast-paced environment we encourage you to apply.

• Serve as the primary point of contact for prospective clients via phone online inquiries and occasional in-person interactions
• Gather document and summarize key case information using the firms intake and lead tracking systems
• Screen and qualify incoming leads routing them to the appropriate legal teams
• Identify urgent matters and escalate appropriately
• Conduct conflict checks and refer cases externally in accordance with firm policies
• Perform timely and professional follow-up to maximize lead conversion
• Maintain accurate organized records of client interactions
• Provide backup support to the Administrative Assistant as needed

• Exceptional customer service and interpersonal skills with the ability to demonstrate empathy and professionalism
• Strong verbal communication and active listening skills
• Excellent written communication including the ability to clearly summarize client narratives
• Highly organized with strong attention to detail
• Ability to think critically follow processes and make informed decisions
• Comfortable managing multiple tasks and adapting to shifting priorities
• Proficiency in Microsoft Office and willingness to learn new systems
• Sound judgment discretion and initiative

• High school diploma or equivalent required; associate or bachelors degree preferred
• Experience in client intake a call center or crisis hotline environment strongly preferred
• Proven ability to work with individuals from diverse backgrounds including those who may have experienced trauma or loss
• Familiarity with personal injury medical malpractice or related legal fields is a plus

• Be part of a mission-driven team making a meaningful impact in clients lives
• Collaborative work environment with supportive leadership
• Opportunity to build valuable legal and client service experience