Intake Specialist - Bilingual
About The Position
Looking to become a team member at a top tier award winning personal injury law firm? What is the role: • Initial point of contact for clients by phone, text, and email • Establish immediate rapport and assess potential cases, determining whether to move forward • Promptly update case details in our systems (e.g., Filevine and Lead Docket) to ensure accurate, timely record-keeping • Gather and review documents, photos, and other pertinent case information to support the legal team’s review • Send and manage contingent fee agreements and client releases using our electronic platforms • Issue decline letters within one day for non-viable cases · Office – onsite role · Shift Hours are Monday thru Friday 9am – 6pm
Requirements
- Minimum of 2 years as an Intake Specialist or in a related role at a personal injury law firm preferred
- Conveys confidence and empathy with potential clients
- Exceptional communication skills, both verbal and written, with the ability to handle sensitive information discreetly
- Strong organizational skills with keen attention to detail and the ability to multitask in a fast-paced environment
- Comfortable working independently and as part of a supportive team
- Experience with Microsoft Office; familiarity with Lead Docket and Filevine is a plus
- Bilingual fluency in Spanish and English required
Nice To Haves
- Experience with Microsoft Office; familiarity with Lead Docket and Filevine is a plus
Responsibilities
- Initial point of contact for clients by phone, text, and email
- Establish immediate rapport and assess potential cases, determining whether to move forward
- Promptly update case details in our systems (e.g., Filevine and Lead Docket) to ensure accurate, timely record-keeping
- Gather and review documents, photos, and other pertinent case information to support the legal team’s review
- Send and manage contingent fee agreements and client releases using our electronic platforms
- Issue decline letters within one day for non-viable cases
Benefits
- Comprehensive benefit package
- Medical, dental, and vision
- Paid Time Off (PTO)
- 401k with match
- Pet-friendly campus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
