Intake Specialist

Crisp Recruit•Fort Lauderdale, FL
•Onsite

About The Position

USA Employment Lawyers is a plaintiff-side boutique class and collective action litigation firm based in Fort Lauderdale, Florida, with an active nationwide docket. The firm represents workers in wage-and-hour matters and related employment claims, and is committed to protecting workers’ rights and helping employees pursue compensation they are owed. The Intake Specialist is the first point of contact for potential clients and supports the firm’s mission by screening inquiries, gathering facts, and promptly triaging cases. This role helps determine case viability and acceptance, guides qualified prospects through the client conversion process, and supports a smooth transition from intake to representation. The position also includes coordinating with clients and attorneys, researching defendants and cases, gathering evidence, maintaining accurate intake records and matters in the firm’s legal software, and assisting with general office tasks. This is a full-time, 100% in-office position in Fort Lauderdale, Florida. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m. The firm describes opportunities for growth, leadership exposure, independent work, and potential paths into paralegal or operations work. Compensation is competitive based on experience and qualifications; a performance-based incentive program is being developed.

Requirements

  • Ability to speak and write in both English and Spanish.
  • Associate’s degree or comparable education required.
  • Soft-sales skills to convert prospects without hard-selling tactics.
  • Proficiency using online tools to conduct thorough research.
  • Comfort working in a fast-paced, small-team setting and willingness to take on diverse tasks.
  • Ability to think quickly, respond promptly to new leads, exercise sound judgment in real time, and remain composed in a fast-moving environment.
  • Strong organization and attention to detail, with the ability to manage multiple priorities, maintain accurate records, and communicate effectively in writing.

Nice To Haves

  • Bachelor’s degree preferred.
  • Prior law firm intake experience strongly preferred; relevant intake experience in another professional services environment may also be considered.

Responsibilities

  • Handle client inquiries, conduct initial screenings, gather facts, and assess case viability.
  • Respond promptly to prospective clients, build trust, and use a consultative soft-sales approach to guide qualified prospects toward signing with the firm.
  • Send and explain engagement and retainer agreements, including contingency terms.
  • Exercise informed judgment about case acceptance to protect firm resources.
  • Support general office tasks, including reception and conference room setup.
  • Schedule consultations for qualified prospects and coordinate communication between clients and attorneys.
  • Support a smooth transition from intake to representation.
  • Use web tools and resourcefulness to research 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 keep case information current and organized.

Benefits

  • Health insurance
  • Paid time off
  • Retirement plan
  • Competitive compensation based on experience and qualifications
  • Potential performance-based incentive program tied to measurable intake and conversion outcomes
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