What are the responsibilities and job description for the Legal Intake Specialist position at Great Hire HR Solutions?
About the position
We are a fast-growing and client-focused plaintiff’s personal injury law firm in Los Angeles, dedicated to fighting for the rights of injury victims. Our team is passionate about providing top-tier legal services, and we are seeking a Legal Intake Specialist to be the first point of contact for potential clients.
Position Overview
As a Legal Intake Specialist, you will play a crucial role in assessing and qualifying new client leads. Your ability to handle high-volume inbound and outbound inquiries with professionalism and efficiency will directly impact our firm’s success. Experience in plaintiff’s personal injury law and familiarity with Lead Docket (or similar CRM/intake software) is preferred.
Key Responsibilities
- Client Intake & Screening: Answer and evaluate inbound calls, web inquiries, and referrals to determine case eligibility.
- Outbound Calls: Follow up with potential clients who have inquired about legal representation.
- Lead Management: Efficiently input and track potential cases in Lead Docket or other CRM systems.
- Follow-Up & Conversion: Conduct timely follow-ups with potential clients to secure signed retainer agreements.
- Document Collection: Assist clients in gathering necessary documents to expedite case review.
- Communication & Coordination: Work closely with attorneys and case managers to ensure smooth transitions from intake to case management.
- Compliance & Confidentiality: Maintain strict confidentiality of client information and adhere to legal and ethical guidelines.
Qualifications
- Experience: Minimum 1-2 years of legal intake or customer service experience, preferably in plaintiff’s personal injury law.
- Tech-Savvy: Experience with Lead Docket or other legal intake/CRM platforms is a plus.
- Excellent Communication: Strong verbal and written skills, with the ability to handle sensitive conversations with empathy.
- Detail-Oriented & Organized: Ability to manage multiple leads simultaneously while ensuring accuracy in data entry.
Schedule
Monday - Friday
9am-5pm
Benefits & Compensation
- Competitive pay with performance-based bonuses
- Opportunity for professional growth and development
- Supportive and collaborative work environment
