Legal Intake Specialist

Kenny Habetz Injury Law•Lafayette, LA

50d

About The Position

At Kenny Habetz Injury Law, we put clients first and back it up with cutting-edge technology that keeps cases moving efficiently and transparently. We’re looking for a motivated, compassionate Legal Intake Specialist to join our team.You are the welcoming voice and caring guide for new clients. You’ll gather key case information, assess potential claims, schedule appointments, and collaborate with attorneys to keep the intake and onboarding process smooth and professional. Your attention to detail and empathy will help us deliver exceptional service right from the start.

Requirements

High school diploma or equivalent required; Associate or Bachelor’s degree preferred
1-2 years experience in customer service, sales, or a related field (legal or insurance experience a plus)
Strong computer skills, including Microsoft Office (Excel, Word, PowerPoint), internet research, and familiarity with client relationship or lead management software a plus
Exceptional communication and organizational skills, with the ability to multitask and prioritize in a fast-paced environment
Strong problem-solving skills and critical thinking ability
High empathy and professionalism when interacting with clients in distress
Commitment to confidentiality and ethical standards
Adaptability to shifting priorities while maintaining accuracy and productivity
Positive, team-oriented attitude that contributes to a supportive work environment

Nice To Haves

legal or insurance experience a plus
familiarity with client relationship or lead management software a plus

Responsibilities

Answer incoming potential client calls promptly, collecting relevant case details and entering information accurately into lead management software
Gather facts, injury information, liability, and insurance details to evaluate case viability
Communicate professionally with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on information
Collaborate with attorneys to discuss and decide on case acceptance quickly and document call sources
Manage case-related administrative tasks such as file organization, scanning, mailing, and multi-line phone system handling
Process new client onboarding, including data entry, paperwork collection, and case opening in management software
Prepare and maintain error-free documents, reflecting the firm’s core values in every client interaction
Build professional relationships with clients, providers, and teammates, maintaining composure and professionalism
Schedule appointments for qualified clients to keep attorneys’ calendars organized and caseloads growing
Work with marketing on outreach strategies and partnerships to help attract new cases
Evaluate client inquiries thoroughly, ensuring every prospect feels valued and understood
Assist in training new team members and participate in ongoing improvements to the intake process
Maintain thorough, confidential records in compliance with company policies and legal requirements