Intake Specialist

Intake Specialist

The Intake Specialist serves as the first point of contact for prospective clients and is responsible for screening, qualifying, and documenting potential new matters with professionalism and empathy. This role requires strong communication skills, accurate data entry, and the ability to manage sensitive client interactions in a fast-paced, high-volume environment. The specialist ensures timely follow-up, compliance with firm procedures, and seamless coordination between the Intake Team and legal staff.

Schedule: Cover from 7:00 am to 8:00 Pm PST Monday to Friday

Responsibilities:

-Serve as the primary contact for prospective clients via phone, email, chat, and other intake channels. -Conduct structured intake interviews to gather all case-related information, including facts, timelines, injuries, or damages. -Evaluate and screen new matters using firm-approved criteria and escalation pr...