Demo

Legal Intake Specialist

Great Hire
Los Angeles, CA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/6/2025

About Us

We are a fastgrowing and clientfocused plaintiff s personal injury law firm in Los Angeles dedicated to fighting for the rights of injury victims. Our team is passionate about providing toptier 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 highvolume 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.
  • FollowUp & Conversion : Conduct timely followups 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 12 years of legal intake or customer service experience preferably in plaintiff s personal injury law .
  • TechSavvy : 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.
  • DetailOriented & Organized : Ability to manage multiple leads simultaneously while ensuring accuracy in data entry.
  • Schedule

    Monday Friday

    9am5pm

    Benefits & Compensation

  • Competitive pay with performancebased bonuses
  • Opportunity for professional growth and development
  • Supportive and collaborative work environment
  • Paralegal, Case Management, Case Manager, Legal, Legal Assistant, Demand writing, litigation.

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