Job Order #1039 – Personal Injury Intake Specialist (English/Spanish)

Job Description

Job Order #1039 – Personal Injury Intake Specialist (English/Spanish)

Company Overview:
We are a fast-paced growing bilingual law firm that specializes in personal injury
and immigration. We are very passionate about the well-being of our employees and our clients. Our
company culture is deeply rooted in our core values which include respect, accountability, integrity,
service, and excellence (R.A.I.S.E). Every team member and client is an asset to our Firm.
 
Job Summary:
The Personal Injury Intake Specialist serves as the first point of contact for prospective clients and
contributes greatly to their first impressions of the firm. By screening prospective cases, a specialist
allows attorneys and other members of the team to focus on their cases, improving the productivity of
our firm. Legal intake specialists also form relationships with professionals in similar roles at other firms
to provide and receive referrals as needed. This helps ensure people receive legal assistance and helps
bring in new quality clients.

Your characteristics:
 Thrives in a fast-paced environment
 Strong organizational skills
 Detail-oriented
 Superb phone etiquette
 Can work independently
 Knowledgeable
 Problem solver
 Ability to multi-task
 Takes directions well and able to execute
 Work on a timely deadline
 Excellent communicator
 Team player and has a “can-do” attitude
 Great attitude/friendly

Responsibilities:
 Interviewing prospective clients by phone and email to become familiar with their cases
 Conducting basic research to investigate whether prospective clients’ cases have merit
 Evaluating prospective clients’ claims to determine whether they’re in line with the areas of
practice and experience of the firm
 Scheduling initial consultation appointments with attorneys for promising potential candidates
 Onboarding new clients by filling out the necessary paperwork and putting together initial case
files
 Entering client information into computer systems
 Researching and compiling information that helps strengthen a case for the assigned lawyer
 Intake and current client overflow calls
 Meet with the existing clients and walk-in clients
 Managing documentation in case management system
 Assisting with intake reporting and other responsibilities as needed
On-boarding process and scanning and organizing documents as needed 
 Networking with law firms in other areas of specialty to grow referrals
 Performing administrative support tasks as assigned

Basic Requirements and Qualifications:
 Primary language- English. Secondary language-Spanish. This is a must.
 2 + years of experience working in this field
 Customer service skills to make prospective clients feel welcome
 High-level listening skills to gain a thorough understanding of claims
 Demonstrated interviewing skills to know which questions to ask to gather more information
 Strong written and oral communication skills to explain next steps and compose client profiles
for attorneys
 Basic understanding of various legal specialties to evaluate the suitability of your firm and
recommend other firms as needed
 Organizational skills to keep track of prospective clients’ contact and case information
 Multitasking ability to move quickly from one inquiry to another
 Knowledge of word processor, spreadsheet, email and database software

Benefits:
 Paid time off
 Dental, health, vision, and life insurance
 401(k) matching
 Short-term and long-term disability, and additional indemnity programs

Job Type: Full-time
 Pay: $40k + commission, based on experience
 Schedule: 8:30am-5:30pm, flexible after hours and on the weekend