Legal Intake Specialist/Client Intake Strategist – Personal Injury Law Firm
Listed on 2026-01-12
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Law/Legal
Paralegal, Legal Secretary
Legal Intake Specialist / Client Intake Strategist – Personal Injury Law Firm
Join a fast‑growing, high‑impact personal injury law firm that’s changing lives — one client at a time. We’re seeking a full‑time Personal Injury Client Intake Strategist to be the first voice our clients hear and a key part of how we determine which cases to accept.
The ideal candidate shares our passion for making a positive difference, takes pride in their work, and embodies our Core Values: pride, teamwork, service with gratitude, discipline, and excellence.
This is a salaried exempt position that requires the regular exercise of independent judgment in evaluating case viability and deciding whether to sign potential clients. You’ll be empowered to take ownership of intake decisions while working within a supportive, collaborative team.
Responsibilities- Engage potential clients with professionalism, empathy, and trust‑building from the very first interaction
- Conduct thorough intake calls with potential personal injury clients
- Evaluate the facts of each case and exercise discretion and independent judgment when deciding whether to sign clients, with the option to consult management as needed
- Maintain accurate data entry and complete follow‑up tasks promptly in our case management system (
CASEpeer
) - Communicate clearly and compassionately across all platforms — phone, text, chat, and email
- Collaborate with attorneys and management on complex or high‑priority leads
- Transition newly signed clients to the appropriate case team and ensure a smooth onboarding experience
- Perform other duties and take on evolving responsibilities as needed to support legal operations and advance firm objectives
Preferred Experience
- Cumulative GPA from your bachelor’s degree must be included
- Prior experience in legal intake, client onboarding, or customer acquisition strongly preferred
- Experience in sales, call centers, or client relationship management helpful — especially with a proven record of converting leads into clients
- Background in personal injury law, insurance claims, or case management is a plus
- Strong communication, fact‑finding, and case assessment skills
, with the ability to build rapport quickly and handle sensitive client information with empathy and professionalism - Highly organized and able to manage multiple leads, follow‑ups, and deadlines simultaneously
- Comfortable in a fast‑paced, phone‑heavy environment and proficient with modern digital tools (
CRM, case management, or intake software experience preferred) - Bilingual (English/Spanish) candidates encouraged to apply — Spanish proficiency is preferred but not required
- Genuine interest in law or legal careers — ideal for candidates who were pre‑law, attended law school, or plan to pursue law in the future
Pay: $71,000.00 - $80,000.00 per year
Seniority level- Entry level
- Full-time
- Legal
- Law Practice
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