Client Intake Specialist

Jobgether; United Kingdom; On-site; GBP 44,000 - 67,000; Full time

Benefits offered by this job

Competitive USD salary

100% remote work

Job summary

Jobgether, on behalf of a partner, is seeking a Client Intake Specialist based in the United Kingdom. You will serve as the first point of contact for prospective clients seeking legal support after accidents or injuries, conducting structured intake interviews and recording details in CRM systems.

This fully remote role operates during U.S. business hours, requires high confidentiality with sensitive information, and involves collaborating with internal teams to qualify cases and deliver a

Qualifications

• Direct professional experience in legal intake, preferably personal injury.
• Experience training or mentoring intake specialists is preferred.
• Confident, professional phone presence for high-volume calls.
• Advanced English proficiency for US-based clients.
• Strong listening, empathy and de-escalation skills.
• Experience with legal CRM or case management platforms such as Salesforce, Litify, HubSpot.
• Ability to capture detailed notes in real time while talking with clients.
• Maintain strict confidentiality with sensitive information.

Responsibilities

• Serve as the primary contact for prospective clients seeking personal injury legal support.
• Handle high volumes of inbound/outbound calls with professionalism.
• Conduct structured intake interviews to gather comprehensive information.
• Ask detailed, respectful questions and document responses.
• Record case details in CRM and case management systems in real time.
• Assess applicants against qualification criteria for available services.
• Collaborate with internal stakeholders for information or escalation.
• Contribute to a consistent, client-centered intake experience.

Skills

Phone presence

Active listening

Attention to detail

Independent work

Client empathy

Tools

Salesforce

Litify

HubSpot

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Intake Specialist based in United Kingdom.

The Client Intake Specialist will serve as the first point of contact for prospective clients seeking legal support following accidents or injuries. This people-focused role combines empathetic communication, structured interviewing, case qualification, and accurate documentation. You will handle inbound and outbound calls, gather detailed information, and build trust with individuals who may be experiencing stressful or emotional circumstances. Strong listening and de-escalation skills will be essential to creating a positive and professional client experience. You will also maintain sensitive legal, medical and personal information with a high level of confidentiality and attention to detail. Working independently in a fully remote environment, you will take ownership of each intake conversation from the initial interaction through accurate case documentation.

Accountabilities

• Serve as the primary point of contact for prospective clients, particularly individuals seeking assistance with personal injury matters such as vehicle accidents, slip and falls, and medical malpractice.
• Handle high volumes of inbound and outbound calls while establishing trust, professionalism and rapport from the beginning of each interaction.
• Conduct structured intake interviews to gather comprehensive information about prospective clients and their circumstances.
• Ask detailed case-related questions naturally and respectfully, ensuring callers feel heard and supported throughout the conversation.
• Accurately record case details, contact information and relevant documentation in CRM and case management systems in real time.
• Assess prospective clients against established qualification criteria and determine whether their circumstances align with available legal services.
• Use active listening, empathy and de-escalation techniques when communicating with upset, distressed or emotional callers.
• Maintain strict confidentiality when handling sensitive legal, medical and personal information.
• Learn and use legal CRM and case management platforms efficiently, including systems such as Salesforce, Litify, HubSpot or comparable tools.
• Take ownership of the complete intake interaction while ensuring information is accurate, organized and appropriately documented.
• Collaborate with relevant internal stakeholders when additional information, clarification or escalation is required.
• Contribute to a consistent, professional and client-centered intake experience across all interactions.

Requirements

• Direct professional experience in legal intake, preferably within a personal injury law firm or a closely related legal environment.
• Experience training, mentoring or supporting other intake specialists is strongly preferred and demonstrates the ability to take ownership and operate at a senior level.
• Confident, natural and professional phone presence, with the ability to remain engaging and composed during high-volume call periods.
• Advanced English proficiency, with strong spoken and written communication skills suitable for working with U.S.-based clients.
• Strong active listening, empathy and de-escalation skills, particularly when interacting with distressed or emotionally affected individuals.
• Experience working with legal CRM or case management platforms such as Salesforce, Litify, HubSpot or similar systems.
• Ability to capture detailed and accurate notes in real time while maintaining a natural conversation with clients.
• Strong understanding of confidentiality and secure information-handling practices, including the ability to maintain a private and secure remote workspace.
• Highly organized, detail-oriented, dependable and capable of managing multiple conversations and priorities effectively.
• Strong judgment and attention to detail when evaluating information and determining whether prospective clients meet established criteria.
• Ability to work independently, take ownership of responsibilities and maintain consistent performance in a fully remote environment.
• Availability to work full-time according to U.S. business hours.

Benefits

• Competitive salary paid in USD.
• 100% remote work arrangement with the flexibility to work from home.
• Full-time schedule aligned with U.S. business hours.
• Opportunity to work with a U.S.-focused legal services environment and gain further experience in personal injury intake.
• People-first role centered on meaningful client interactions and helping individuals navigate challenging circumstances.
• Opportunity to develop expertise in legal intake, client qualification, CRM systems and case management.
• Collaborative and supportive remote working environment.