Intake Specialist

Crisp Recruit•Fort Lauderdale, FL

25d•Onsite

About The Position

The role of the Intake Specialist at USA Employment Lawyers is fundamental to our mission of advocating for employees nationwide. As the first point of contact for potential clients, the Intake Specialist will conduct initial screenings, gather facts, and ensure prompt triage of cases, supporting our goal of holding employers accountable for wage violations. This position directly impacts our ability to deliver justice to employees, contributing significantly to the firm's reputation and success. This is a full-time, 100% in-office position based in Fort Lauderdale, Florida, working Monday through Friday from 8:30 a.m. to 5:00 p.m.

Requirements

Ability to speak and write in both English and Spanish is required.
Associate’s degree or comparable required; Bachelor’s preferred.
Prior law firm intake experience is strongly preferred, though relevant intake experience from other professional service environments may also be considered.
Soft sales skills to convert prospects without hard-selling tactics.
Proficiency in using online tools for conducting thorough research.
Comfort working in a fast-paced, small-team setting; willingness to take on diverse tasks.
Able to think on your feet, respond quickly to new leads, exercise sound judgment in real time, and remain composed in a fast-moving environment.
Highly organized and detail-oriented, with the ability to manage multiple priorities while maintaining accurate records and strong written communication.

Responsibilities

Handle inquiries, conduct screenings, gather facts, and assess case viability.
Respond to prospective clients with urgency, build trust, and use a consultative soft-sales approach to guide qualified prospects toward becoming signed clients.
Send and explain engagement/retainer agreements, including contingency terms.
Make informed decisions on case acceptance to protect firm resources.
Support team with general office tasks, including reception and conference room setup.
Schedule consultations for qualified prospects, coordinate communication between clients and attorneys, and support a smooth transition from intake to representation.
Use web tools and resourcefulness to perform background research on defendants and cases.
Request and organize supporting documentation from qualified clients and, under attorney guidance, assist with obtaining and documenting relevant witness information.
Complete intake records accurately, open and maintain client matters in the firm’s legal software, and ensure case information remains current and organized.