Intake Attorney - Turn Calls into Confident Clients

Morgan & Morgan, P.A.

Longwood (FL)

On-site

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Medical and dental insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Morgan & Morgan, P.A. is seeking an Intake Attorney for our Longwood, FL call center. This non-litigation role focuses on evaluating potential cases, advising callers, and guiding them through a trusted retention process before any filing.

You will work with experienced attorneys nationwide, applying your legal training to determine merits, document conversations, and onboard new clients efficiently. JD and active state Bar status are required; Spanish is a plus, and you must be able to work

Qualifications

Juris Doctor (JD) from an accredited law school.
Active member of a state Bar in good standing.
1+ years experience managing a high-volume caseload or intake pipeline (typically 50+ active matters at a time).
Familiarity with Salesforce, Litify, or comparable client intake and case management platforms preferred.
Fluency in Spanish is a strong plus.

Responsibilities

Speak directly with prospective clients, explaining the legal process and helping them decide to retain the firm.
Establish credibility quickly; your legal knowledge and professionalism influence client decisions.
Follow up on pending calls and unsigned retainers in your queue with timely communication.
Coordinate with Contact Center leadership, managing partners, and attorneys nationwide for smooth onboarding.
Document conversations and case assessments accurately in the intake system.
Partner with the Under Review team to evaluate initial merits and advise on next steps.
Review police reports, photos, and other early materials to inform your assessment.
Exercise independent legal judgment to make real-time case acceptance decisions.