Customer Service Representative - Legal Intake Specialist

Josephson Dunlap LLP; Houston (TX); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Short-term disability

Job summary

Josephson Dunlap, LLP is seeking a Legal Intake Specialist to act as the first point of contact for potential clients. You will conduct outbound calls, respond to inquiries, and gather information for new claims in a fast-paced, professional environment.

This in-person, full-time role requires high-volume calling, strong communication, and meticulous note-taking. Experience with MS Office and bilingual English/Spanish is a plus.

Qualifications

• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Experience with intake and client onboarding processes.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Conduct outbound calls and respond to inbound calls and emails from potential clients.
• Handle high call volume (minimum of 100 calls/day).
• Gather detailed information about potential legal claims in a professional and efficient manner.
• Accurately update and maintain client records with detailed notes.
• Follow up consistently and courteously with leads and current clients.
• Help clients understand the required documentation and assist with any questions they may have.
• Collaborate with intake and case management teams to ensure smooth client onboarding.
• Convert leads into clients through clear communication and supportive service.

Skills

Verbal communication

Written communication

Attention to detail

Time management

Multitasking

Team collaboration

English/Spanish bilingual

Tools

Salesforce

Litify

Adobe

Job description

Legal Intake Specialist (Customer Service)

About the Role

Are you someone who thrives on helping others, has strong attention to detail, and enjoys working in a fast-paced, professional environment?

Josephson Dunlap, LLP is one of the nation’s leading plaintiffs’ employment law firms. As our firm continues to grow, we’re looking for a Legal Intake Specialist to join our team. As the first point of contact for potential clients, you'll play a key role in guiding individuals through the initial stages of their legal journey.

This position is ideal for someone with a customer service background who values empathy, communication, accuracy and professionalism.

What You’ll Do:

• Conduct outbound calls and respond to inbound calls and emails from potential clients.
• Ability to handle high call volume (minimum of 100 calls/day).
• Gather detailed information about potential legal claims in a professional and efficient manner
• Accurately update and maintain client records with detailed notes
• Follow up consistently and courteously with leads and current clients
• Help clients understand the required documentation and assist with any questions they may have
• Collaborate with intake and case management teams to ensure smooth client onboarding
• Convert leads into clients through clear communication and supportive service

What We’re Looking For:

• Strong verbal and written communication skills
• Compassionate, patient, and professional when working with clients
• Ability to multitask, manage time effectively, and stay organized
• Strong attention to detail and accuracy
• Ability to work independently and as part of a team
• Comfortable using Microsoft Office (Outlook, Word, Excel), Adobe, and internet applications
• Experience with Salesforce or Litify is a plus
• Bilingual in English and Spanish is a plus

Schedule

In-Person, Full-time, 40 hours per week.

We are currently hiring for one of the following schedules:

• Monday–Friday, 10:00 a.m.–7:00 p.m.

Occasional overtime and weekend availability.

Why Join Us

• Make a difference by helping workers fight for their rights.
• Collaborative, supportive team culture.
• Opportunities for growth within the firm.

Compensation & Benefits

• Competitive hourly compensation: $17.00 per hour based on experience
• Employer-paid medical, vision, dental, life and short-term disability insurance