Empathy-Driven Legal Intake Specialist

Jobot; Uniondale (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Flexible Spending Account (FSA)

Paid Time Off

Paid Sick Time

Stable, team-oriented work environment

Opportunity for long-term growth

Job summary

Jobot is seeking a Legal Intake Specialist on Long Island, NY. The role involves serving as the first contact for prospective clients, handling calls about new legal matters, and organizing case information with empathy and professionalism.

The successful candidate will qualify potential cases, maintain detailed notes in the case management system, and coordinate with attorneys and staff to ensure timely follow-up and high-quality service in a fast-paced environment.

Qualifications

• Prior experience in a law firm, legal intake, customer service, medical office, or call center preferred.
• Strong phone presence and communication skills.
• Excellent organizational and multitasking abilities.
• Compassionate and calm under sensitive conversations.
• Detail-oriented with strong follow-through.

Responsibilities

• Serve as the first point of contact for potential clients.
• Handle inbound and outbound calls regarding new legal matters.
• Gather, document, and organize case information.
• Evaluate and qualify potential cases based on established criteria.
• Maintain detailed notes and records within the firm’s case management system.
• Coordinate with attorneys and support staff regarding new matters.
• Follow up with prospective clients in a timely and professional manner.
• Ensure all leads and inquiries are handled with urgency and attention to detail.

Skills

Legal Intake

Customer Service

Call Center

Empathy

Organizational Skills

Tools

CRM

Case Management Software

Job description

Jobot is seeking a Legal Intake Specialist on Long Island, NY. The role involves serving as the first contact for prospective clients, handling calls about new legal matters, and organizing case information with empathy and professionalism.

The successful candidate will qualify potential cases, maintain detailed notes in the case management system, and coordinate with attorneys and staff to ensure timely follow-up and high-quality service in a fast-paced environment.