Legal Intake Specialist

Quality Medical Management partners with attorneys, doctors, and patients to coordinate care for personal injury cases. We pride ourselves on speed, professionalism, and persistence in scheduling and case management. Attorneys trust us to make things happen quickly, and patients rely on us for guidance through their treatment journey. We are looking for a highly responsive Intake & Scheduling Specialist to join our team and become the front-line contact for new referrals.

Responsibilities: • Monitor shared intake email inbox and respond to attorney referrals within minutes during business hours.
• Call patients immediately after receiving a referral, verify information, and guide them through the intake process.
• Aggressively coordinate with medical providers to schedule first appointments (phone, email, and 3-way calls as needed).
• Contact the patient and coordinate scheduling, including 3-way calls if the provider is unresponsive.
• Keep accurate records of all calls, emails, and scheduling actions in our system.
• Provide same-day updates to attorneys and internal case managers once patients are scheduled.
• Escalate unresponsive patients or providers to supervisors quickly.

Qualifications:

• Proficiency with Microsoft Office products, especially Microsoft Excel
• Familiarity with case management and CRM systems a bonus
• Firm knowledge of spreadsheet and data management, as well as computer skills
• Previous customer service or sales experience preferred
• Tech-savvy:
Gmail, Google Workspace (Docs, Sheets, Groups/Collaborative Inbox), CRM, or case management software.
• Comfortable making calls, handling objections, and pushing for scheduling confirmations.
• Excellent written and verbal communication skills (clear, professional, and empathetic). • Ultra-responsive & detail-oriented. Attorneys expect speed — minutes, not hours.
• Previous experience in medical office coordination, case management, legal support, or patient intake is strongly preferred. Compensation: $17 - $21 hourly

• Monitor shared intake email inbox and respond to attorney referrals within minutes during business hours.
• Call patients immediately after receiving a referral, verify information, and guide them through the intake process.
• Aggressively coordinate with medical providers to schedule first appointments (phone, email, and 3-way calls as needed).
• Contact the patient and coordinate scheduling, including 3-way calls if the provider is unresponsive.
• Keep accurate records of all calls, emails, and scheduling actions in our system.
• Provide same-day updates to attorneys and internal case managers once patients are scheduled.
• Escalate unresponsive patients or providers to supervisors quickly.