Case Intake Specialist

Case Intake Specialist

We are looking for a Case Intake Specialist to join a plaintiff-side litigation firm in Glendale, California on a Contract basis. This position is well suited for someone who communicates confidently, stays organized under pressure, and can manage a large volume of prospective client inquiries with accuracy and professionalism. The role focuses on connecting with leads, collecting key case-related details, performing basic company research, and maintaining thorough records in the firm's case management system.

Responsibilities:

• Contact prospective clients by phone to move new leads through the intake process and gather essential background information.
• Use approved talking points and intake guidelines to ask consistent questions and capture complete, accurate details.
• Record, update, and maintain intake data in Litify while ensuring information is organized and easy to reference.
• Prepare precise notes from conversations so attorneys and team members can quickly understand each potential matter.
• Research businesses tied to incoming matters, including items such as workforce size and office presence, and document findings clearly.
• Manage a steady daily workload by completing a high number of intake interactions in a fast-moving environment.
• Present information professionally in all client-facing communications while representing the firm in an experienced manner.
• Support backlog reduction efforts by prioritizing inbound leads and following through on pending intake tasks.