The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally.

Compensation: $8 - $16 hourly

Qualifications

- Required Skills/Abilities:
- Exhibit a passion for helping the customers we serve.
- Previous experience in customer service or sales preferred.
- Personal injury experience is a plus, but not required.
- Strong computer skills, including proficiency with Microsoft Office products (Excel/Word/PowerPoint) and internet usage.
- Excellent customer service, communication, and organizational skills.
- Ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
- Strong problem-solving skills and the ability to think critically.
- Ability to work independently and as part of a team.
- High level of empathy and understanding when dealing with clients in distress.
- Commitment to maintaining confidentiality and professional ethics.
- Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
- Foster a positive and collaborative work environment, contributing to the overall success of the team.
- Background in the legal or insurance industry preferred.
- Experience with LeadDocket, VineSign, and Filevine is a plus.
- Qualifications:
- High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
- Minimum of 1-2 years of experience in a related field (insurance or legal industry is a plus).
- Familiarity with managing client relationship software and lead management systems is a plus.

Responsibilities





- Duties/Responsibilities:
- Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
- Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
- Communicate with clients via phone, text, email, video conference, and in-person meetings to gather and follow up on case information and evidence.
- Communicate with attorneys about whether to accept a PNC's case promptly and record the source/origination of all calls received.
- Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
- Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
- Prepare accurate and error-free documents promptly and ensure all client interactions reflect the high standards and core values of [Law Firm].
- Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
- Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
- Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
- Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
- Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
- Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.

📌 Legal Intake Specialist (Colombia)
🏢 Altman Nussbaum Shunnarah Trial Attorneys
📍 Colombia