Intake Specialist

Key Responsibilities

• Answer inbound calls, web leads, referrals, and chats with professionalism and compassion
• Conduct structured intake interviews and document all case details accurately
• Enter and manage leads in lead management system (Lead Docket); maintain timely follow-up
• Send and assist clients with required documents (retainers, authorizations, questionnaires)
• Open new cases and coordinate initial information with case managers
• Uphold confidentiality, HIPAA compliance, and firm standards
• Collaborate with attorneys and staff to ensure seamless onboarding

• Experience in personal injury, legal intake, customer service, or medical office preferred
• Excellent communication and active listening skills
• High attention to detail and strong data-entry accuracy
• Ability to multitask in a fast-paced environment
• Familiarity with Lead Docket, Filevine, or similar systems is a plus
• Empathy, patience, and professionalism with injured or distressed individuals

An Associates or Bachelors college degree is preferred.

• Fast response time to new leads
• Accurate documentation and strong conversion rate
• Consistent follow-up and positive client interactions

Salary $30,000 - $35,000

Full Time in office

Yearly bonus based on work performance and sales growth

Paid training and onboarding

Paid parking

Paid time off