Legal Intake Specialist

Job Description

Job Description

Summary :

The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally.

Our rapidly growing law practice seeks a full-time legal intake specialist to join our team! You’ll survey prospective clients, empathize with them about the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication and lead management skills, and a passion for helping others, apply today!

How to Apply : Interested candidates should submit their resume and a cover letter detailing their relevant experience and explaining why they are a good fit for this role

Compensation :

42,000 - $55,000 yearly

Responsibilities :

Duties / Responsibilities :

• Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
• Gather details regarding facts, injuries / damages, liability, and insurance coverage to determine the veracity of potential cases.
• Communicate with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on case information and evidence.
• Communicate with attorneys about whether to accept a PNC's case in a timely manner and record the source / origination of all calls received.
• Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
• Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
• Prepare accurate and error-free documents in a timely manner and ensure all client interactions reflect the high standards and core values of the Peterson Law Firm.
• Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
• Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
• Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
• Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
• Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.

Qualifications :

Required Skills / Abilities :

Qualifications :

Benefits :

About Company

The Peterson Law Firm is dedicated to providing compassionate and aggressive legal representation to individuals who have been injured due to the negligence of others. As a national personal injury law firm with decades of experience representing those injured through no fault of their own, we have collected over half a billion dollars for thousands of clients coast-to-coast. We are looking for talented and compassionate people who share our vision to be the beacon of hope for those seeking justice in times of adversity. Learn more at www.petersonlawfirm.com.