Legal Intake Specialist - Personal Injury

Amalga Group SA de CV

4d • Remote

About The Position

The Case Management Specialist serves as a key support resource for client intake, case management, and administrative operations. The role handles new lead inquiries, conducts intake interviews, onboards clients, coordinates medical records and treatment appointments, supports settlement demand preparation, and maintains organized case documentation. The ideal candidate is professional, empathetic, highly organized, and able to manage multiple responsibilities in a remote legal environment while providing exceptional service to prospective and existing clients.

The position also supports communication among attorneys, staff, clients, and third parties; tracks deadlines and follow-ups; prepares basic legal and administrative documents; and assists with back-office functions during lower intake periods. It requires confidentiality and secure handling of sensitive client information.

Requirements

• 13 years of experience in legal intake, case management, administrative support, customer service, or virtual assistant roles.
• Excellent spoken and written English communication skills.
• Strong ability to conduct professional phone conversations.
• Experience handling client communication, scheduling, and follow-up activities.
• Strong organizational and time management skills.
• Excellent attention to detail and documentation accuracy.
• Ability to manage multiple priorities in a remote work environment.
• Experience with data entry and records management.
• Proficiency with Microsoft Office applications.
• Ability to learn and use case management, communication, and task management platforms.
• Strong written communication skills for client correspondence and case notes.
• Ability to follow procedures, scripts, and established workflows.
• Professionalism, reliability, and strong follow-through.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Comfort working independently while remaining collaborative and responsive.

Nice To Haves

• Previous law firm intake experience.
• Experience supporting personal injury or employment law matters.
• Experience with client onboarding processes.
• Experience requesting and managing medical records.
• Experience preparing or supporting settlement demand packages.
• Experience with legal CRM or case management systems.
• Experience supporting U.S.-based clients.
• Knowledge of pre-litigation workflows.
• Experience using ClickUp, Grasshopper, or similar platforms.
• Bilingual communication skills.

Responsibilities

• Receive and respond promptly to new lead inquiries.
• Conduct intake interviews for personal injury and employment matters.
• Gather and document case information, client details, and supporting documentation.
• Qualify prospective clients according to established criteria.
• Schedule consultations and coordinate next steps with potential clients.
• Follow up with leads and maintain consistent communication throughout the intake process.
• Manage client onboarding and collect required forms, records, and supporting documents.
• Request, organize, and maintain medical records and case-related documentation.
• Coordinate medical treatment appointments and follow up with clients regarding treatment progress.
• Assist with settlement demand preparation using approved tools and processes.
• Maintain accurate case notes, records, and task updates in case management systems.
• Track deadlines, follow-up activities, and case-related administrative tasks.
• Support communication between attorneys, staff members, clients, and third parties.
• Monitor assigned tasks and maintain organized workflows.
• Prepare basic legal and administrative documents as needed.
• Support administrative and back-office functions during lower intake periods.
• Maintain confidentiality and securely handle sensitive client information.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed