Intake Agent - Phoenix

TORT INTAKE PROFESSIONALS • Phoenix, AZ

7d • $25

About The Position

The Legal Intake Agent serves as the initial point of contact for individuals seeking legal assistance in mass lawsuits. This role involves conducting structured interviews to determine whether potential clients meet the eligibility criteria for participation. Once qualified, individuals are seamlessly transferred to the appropriate legal team for further evaluation. This position requires strong communication skills, professionalism, and the ability to establish trust quickly over the phone. Representing a network of law firms, the Legal Intake Agent plays a critical role in supporting individuals who have been affected by harmful products, corporate negligence, or other large-scale issues. The ideal candidate is adaptable and comfortable in a fast-paced, performance-based environment, with strong attention to detail and the ability to accurately document legally sensitive information. A proactive mindset and commitment to client service are essential for success in this role.

Requirements

• Minimum of 18 years or older
• 3 years experience in legal intake, sales, or a call center environment preferred
• Associates degree preferred
• Excellent verbal and written communication skills
• Strong customer service orientation and ability to multitask effectively
• Familiarity with data entry and CRM systems
• Ability to adapt to frequent changes in processes and case criteria
• High attention to detail and professionalism in handling confidential information
• Must be legally authorized to work in the United States. This position requires verification of employment eligibility in accordance with federal law, and participation in E-Verify.

Nice To Haves

• 3 years experience in legal intake, sales, or a call center environment preferred
• Associates degree preferred

Responsibilities

• Make a high volume of outbound phone calls to warm (opt-in) potential new clients
• Direct the initial engagement by identifying client needs, applying qualifying criteria, and providing appropriate information based on geographic and case requirements
• Communicate clearly and accurately with management and support staff regarding the facts of each potential case
• Send, receive, and accurately document legally required intake materials
• Handle legally sensitive files with a high degree of attention to detail, integrity, professionalism, and adherence to established processes

Benefits

• Comprehensive Health Coverage – Medical, dental, and vision plans tailored to support your wellbeing
• Paid Time Off – Generous PTO to help you recharge
• Bonuses- Recognition for your hard work and impact

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree