Intake Specialist

We are seeking a proactive and results-driven Intake Specialist to support lead qualification and client intake processes. The ideal candidate will have strong communication skills, a sales-oriented mindset, and the ability to manage client information accurately in a fast-paced legal environment.

Responsibilities

• Handle incoming calls, inquiries, and referrals, and conduct structured intake interviews
• Gather and verify client and accident information with accuracy and empathy
• Evaluate and pre-qualify cases based on firm criteria and escalate when needed
• Enter and organize case data in CRM/case management systems
• Collect and upload supporting documentation (reports, photos, insurance, medical records)
• Explain and obtain signed retainer agreements to convert qualified leads
• Follow up with leads and missed calls to maximize conversions
• Maintain accurate records, confidentiality, and compliance with firm policies
• Coordinate with attorneys and case managers during case transition
• Support team communication and intake process improvements

Requirements

• Experience in sales, customer support, or the legal field required
• Strong communication and interpersonal skills
• Ability to work in a fast-paced, target-driven environment
• Strong organizational skills and attention to detail
• Ability to multitask and manage multiple leads efficiently
• English C2