Hybrid Legal Intake Specialist – Personal Injury

Lundy Law, LLP; Philadelphia (Philadelphia County); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Health savings account (HSA)

401(k) retirement plan

401(k) employer matching

Paid time off

Employee referral program

Hybrid work opportunities following in

Job summary

Lundy Law, LLP is seeking a motivated Legal Intake Specialist to be the first point of contact for prospective clients in the Personal Injury Practice. This role focuses on compassionate client service, accurate information gathering, and guiding clients through initial intake.

The position offers in-person training with a hybrid option after the training period. The ideal candidate demonstrates empathy, strong communication, and the ability to balance multiple priorities in a fast-paced

Qualifications

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Strong customer service with empathy, patience, and professionalism.
• Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Strong organizational skills with attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to learn and navigate new technology and software systems.
• Dependability, adaptability, and commitment to providing an exceptional client experience.

Responsibilities

• Manage a high volume of incoming calls, inquiries, and prospective client leads.
• Respond to all intake inquiries promptly, professionally, and with a strong focus on customer service.
• Conduct initial client screenings to gather relevant information and determine whether potential cases meet the firm's criteria.
• Accurately document client information, communications, and follow‑up activities within the firm's case management system.
• Prepare, distribute, and explain retainer agreements to prospective clients.
• Maintain consistent follow-up with prospective clients to ensure timely communication and a positive client experience.
• Collaborate with fellow Legal Intake Specialists, attorneys, and management to ensure a seamless intake process.
• Assist with special projects and additional administrative responsibilities as needed.
• Identify opportunities to improve intake procedures, efficiency, and the overall client experience.
• Work closely with management to implement process improvements and support team productivity.

Skills

Verbal communication

Written communication

Customer service

Team collaboration

Organizational skills

Attention to detail

Microsoft Office

Learning new tech

Dependability

Education

High school diploma or equivalent

Tools

CRM software

Lead management systems

Legal case management software

Microsoft Office Suite

Job description

Lundy Law, LLP is seeking a motivated Legal Intake Specialist to be the first point of contact for prospective clients in the Personal Injury Practice. This role focuses on compassionate client service, accurate information gathering, and guiding clients through initial intake.

The position offers in-person training with a hybrid option after the training period. The ideal candidate demonstrates empathy, strong communication, and the ability to balance multiple priorities in a fast-paced