Legal Specialist, Intake

Torticity•Boca Raton, FL

1d•Hybrid

About The Position

Torticity is a technology-first company focused on developing cutting-edge tools that redefine how law firms scale, operate, and win. Torticity’s full-stack Lit-Tech ecosystem replaces outdated processes with modern, scalable solutions for personal injury and mass-tort firms, reshaping the practice of personal injury law and setting new industry standards. We blend innovation with justice, turn challenges into opportunities, and build the future of legal excellence every day. Join us and be part of something extraordinary! Remote opportunities available nationwide. Employees within a 40-mile radius of our Boca Raton HQ enjoy in-person collaboration and enhanced compensation. Hybrid work model: Mondays, Tuesdays, and Thursdays in-office.

Requirements

Strong attention to detail and exceptional organizational skills.
Excellent verbal and written communication skills.
Comfortable conducting lengthy telephone interviews and gathering detailed information.
Ability to listen carefully, ask appropriate follow-up questions, and obtain complete information from clients.
Ability to review large amounts of information and identify relevant details.
Professional, dependable, and consistent work ethic.
Strong ability to maintain confidentiality and handle sensitive information.
Compassionate and empathetic approach when communicating with clients.
Ability to remain calm, patient, and professional during challenging conversations.
Strong computer skills and ability to learn and navigate case management systems and other software.
Ability to prioritize work, meet deadlines, and manage multiple cases simultaneously.
Ability to work independently while also communicating effectively with the broader legal team.

Nice To Haves

Prior experience in a legal, law firm, litigation, claims, medical-legal, or case management environment preferred.
Familiarity with discovery documents, Plaintiff Fact Sheets, Plaintiff Profile Forms, Short Form Complaints, or similar legal forms strongly preferred.
Familiarity with reviewing medical records and medical terminology preferred.

Responsibilities

Complete and prepare court-ordered discovery documents, including Plaintiff Fact Sheets, Plaintiff Profile Forms, Short Form Complaints, and related case documentation.
Conduct detailed telephone interviews with clients to gather accurate and complete information.
Spend extended periods of time on the phone with clients while maintaining patience, professionalism, and a positive attitude.
Review and analyze medical records and medical documentation to identify relevant information, dates, diagnoses, treatments, procedures, providers, and other case-related details.
Accurately transfer information from medical records, client interviews, and other supporting documents into appropriate legal forms and case documents.
Review completed documents for accuracy, completeness, consistency, and potential discrepancies.
Identify missing, inconsistent, or unclear information and follow up with clients or appropriate team members as necessary.
Prepare and complete Short Form Complaints and ensure required information is accurately reflected.
Follow established procedures and deadlines for completing and submitting discovery materials and other legal documents.
Maintain accurate and organized case records and documentation.
Handle confidential and sensitive client information with discretion and professionalism.
Communicate professionally with clients, attorneys, and internal team members.
Demonstrate empathy and patience when working with clients who may be dealing with stressful, emotional, or difficult circumstances.
Manage multiple cases and competing priorities while consistently meeting deadlines.
Take ownership of assigned tasks and follow through reliably from start to finish.
Other duties as assigned.