About The Position

We are seeking a high-energy, empathetic, and motivated Legal Intake Specialist to serve as the first point of contact for individuals seeking legal help after an injury. In this role, your goal is to listen, qualify, and warmly introduce potential clients to our partner legal teams using an assumptive, sales-minded approach. You will guide callers through the early stages of their legal journey with confidence, compassion, and urgency, ensuring they feel heard, supported, and ready for the next step. This is a fast-paced position well-suited for individuals with backgrounds in legal intake, sales, customer service, call centers, or customer acquisition of any kind, who thrive in high-volume environments and know how to balance empathy with performance.

Requirements

  • At least 1 year of experience in a high-volume call center, customer service, or medical/legal office environment.
  • Exceptional verbal communication skills with the ability to mirror a caller’s tone, demonstrate empathy, and build rapport quickly.
  • Sales-minded approach focused on educating callers and guiding them toward taking action on their personal injury matter.
  • Tech-savvy and comfortable typing 45+ WPM while speaking with callers and navigating multiple software platforms simultaneously.
  • Available to work Monday through Friday, 8:00 AM–5:00 PM Mountain Time.
  • Full‑time resident of Utah.
  • Ability to work independently from a home office with stable, high-speed internet and a quiet, professional workspace.
  • Must have a laptop or desktop computer with a minimum of 8GB RAM and an Intel Core i5 processor or higher.
  • Must have a stable internet connection with a minimum speed of 25 Mbps.
  • Willingness to use time-tracking software.

Nice To Haves

  • Personal injury intake experience.
  • Experience with Salesforce.
  • Bilingual (English/Spanish).

Responsibilities

  • Respond to incoming inquiries via phone, web forms, and chat in real time, providing rapid, attentive support to individuals seeking legal help after an injury.
  • Conduct concise (5–8 minute), compassionate discovery calls to gather and assess essential case details such as incident information, injuries, liability, and insurance status.
  • Apply proprietary scripts and strict qualification criteria to quickly determine whether a case is a fit for partner legal teams.
  • Use an assumptive, sales-minded approach to perform live warm transfers to law firms or schedule timely callbacks for qualified leads.
  • Accurately document all caller information, case details, and outcomes in Salesforce, ensuring data accuracy and completeness.
  • Manage follow-ups for pending leads, maintaining an organized pipeline and re-engaging prospects who were not ready to proceed on initial contact.

Benefits

  • 100% remote work environment.
  • Paid time off (PTO) with increases based on tenure.
  • Opportunity to work closely with leadership and legal professionals in a growing, modern law firm.
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