Intake Specialist

Jebaily Law Firm; Florence (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401k match (6%)

AFLAC coverage

Vacation & Personal Time

Job summary

Jebaily Law Firm in Florence, SC is seeking an Intake Specialist to be the first point of contact for potential clients, guiding them from the initial inquiry to onboarding. You will coordinate signups, collect case information, and support a rotating attorney schedule.

The ideal candidate has at least 2 years of intake or legal admin experience in personal injury, is organized, and proficient with cloud-based intake systems such as Filevine and LeadDocket.

Qualifications

• Minimum 2 years of intake or legal administrative experience, preferably in personal injury.
• Experience using Filevine, LeadDocket, or similar intake software.
• Excellent communication and interpersonal abilities.
• Highly organized with strong attention to detail.

Responsibilities

• Serve as the initial contact for new client inquiries via phone, email, and online leads
• Conduct thorough intake interviews to gather essential case information and assess potential claims
• Coordinate client sign-ups and ensure proper documentation is completed and processed efficiently
• Manage the attorney rotation for new case assignments and schedule consultations accordingly
• Maintain detailed records in Filevine, LeadDocket, and other case management tools
• Follow up with prospective clients who have not yet retained the firm
• Handle high call volumes with professionalism and empathy
• Ensure a smooth transition from intake to case management

Skills

Communication skills

Interpersonal skills

Organizational skills

Tools

Filevine

LeadDocket

Job description

We are a growing personal injury law firm with five dedicated attorneys committed to delivering high-quality legal services to our clients. As our firm continues to expand, we are seeking a motivated and experienced Intake Specialistto join our team and play a critical role in the client onboarding process. Depending on applicant's location - this job could be in Florence or North Myrtle Beach.

Position Summary

The Intake Specialist will serve as the first point of contact for potential clients, ensuring a seamless and professional experience from the initial phone call to the formal onboarding process. This position requires a skilled communicator who is highly organized, self-motivated, and capable of managing a rotating attorney schedule. The ideal candidate will have prior experience in personal injury law and working knowledge of cloud-based intake platforms, particularly Filevine and LeadDocket or similar systems.

Key Responsibilities

• Serve as the initial contact for new client inquiries via phone, email, and online leads
• Conduct thorough intake interviews to gather essential case information and assess potential claims
• Coordinate client sign-ups and ensure proper documentation is completed and processed efficiently
• Manage the attorney rotation for new case assignments and schedule consultations accordingly
• Maintain detailed records in Filevine, LeadDocket, and other case management tools
• Follow up with prospective clients who have not yet retained the firm
• Handle high call volumes with professionalism and empathy
• Ensure a smooth transition from intake to case management

Required Qualifications

• Minimum 2 years of intake or legal administrative experience, preferably in personal injury
• Strong working knowledge of Filevine, LeadDocket, or comparable legal intake software
• Excellent communication and interpersonal skills
• Highly organized with strong attention to detail
• Ability to work independently and take initiative without constant supervision
• Comfortable managing attorney schedules and working in a fast-paced environment

Preferred Qualifications

• Bilingual (Spanish/English) a plus
• Previous experience in a growing firm environment
• Receptionist experience highly noted

Why Join Us

• Be part of a dedicated and supportive team of legal professionals
• Opportunities for growth as the firm expands
• Competitive compensation based on experience
• Collaborative work culture focused on excellence and client service

What We Offer

• 401k match of 6% after one year
• Optional AFLAC coverage
• Vacation & Personal Time from Date of Hire