Intake Specialist

Crisp Recruit; Fort Lauderdale (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Job summary

USA Employment Lawyers, a Fort Lauderdale-based plaintiff-side boutique firm, seeks an Intake Specialist to be the first contact for potential clients nationwide. The role is in-office, Monday–Friday, 8:30 a.m. to 5:00 p.m., and involves screening, gathering facts, and triaging cases to support wage-and-hour claims.

Strong Spanish/English skills and legal intake experience are preferred. Join a team focused on protecting workers’ rights while collaborating with attorneys to convert qualified

Qualifications

• Bilingual in English and Spanish required.
• Associate’s degree or higher preferred.
• Prior law firm intake experience preferred.
• Strong sales and client communication skills.
• Excellent organization and record-keeping.
• Ability to work in a fast-paced, small-team environment.

Responsibilities

• Handle inquiries, conduct screenings, gather facts, and assess case viability.
• Respond to prospective clients with urgency to convert to signed clients.
• Send and explain engagement/retainer agreements.
• Decide on case acceptance to manage firm resources.
• Coordinate with clients and attorneys; arrange consultations.
• Perform background research on defendants and cases.
• Gather and organize intake documentation and open matters in legal software.
• Support reception and conference room setup.

Skills

Bilingual English/Spanish

Sales aptitude

Research skills

Organization

Attention to detail

Multitasking

Education

Associate’s degree

Bachelor’s degree preferred

Job description

Are you passionate about championing employee rights and ensuring justice in the workplace?

Do you excel at making first impressions and converting potential clients?

Can you handle the dynamics of a fast-paced legal environment, taking important decisions that impact the firm's success?

Are you resourceful, quick-thinking, and ready to wear many hats in a small team setting?

Final question: When faced with a challenge, do you get excited or run away?

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

USA Employment Lawyers is a plaintiff-side boutique class and collective action litigation firm based in Fort Lauderdale, Florida, with an active nationwide docket. The firm represents workers in wage-and-hour matters, including overtime, off-the-clock work, unpaid wages, and related employment claims. With a client-centered approach and an active litigation practice, the firm is committed to protecting workers’ rights and helping employees pursue the compensation they are owed.

The role of the Intake Specialist at USA Employment Lawyers is fundamental to our mission of advocating for employees nationwide. As the first point of contact for potential clients, the Intake Specialist will conduct initial screenings, gather facts, and ensure prompt triage of cases, supporting our goal of holding employers accountable for wage violations. This position directly impacts our ability to deliver justice to employees, contributing significantly to the firm's reputation and success. This is a full-time, 100% in-office position based in Fort Lauderdale, Florida, working Monday through Friday from 8:30 a.m. to 5:00 p.m.

What you’ll do:

• Client Intake: Handle inquiries, conduct screenings, gather facts, and assess case viability.
• Client Conversion & Responsiveness: Respond to prospective clients with urgency, build trust, and use a consultative soft-sales approach to guide qualified prospects toward becoming signed clients.
• Agreement Facilitation: Send and explain engagement/retainer agreements, including contingency terms.
• Judgment Exercise: Make informed decisions on case acceptance to protect firm resources.
• Team Collaboration: Support team with general office tasks, including reception and conference room setup.
• Client & Attorney Coordination: Schedule consultations for qualified prospects, coordinate communication between clients and attorneys, and support a smooth transition from intake to representation.
• Research Conduct: Use web tools and resourcefulness to perform background research on defendants and cases.
• Evidence Gathering: Request and organize supporting documentation from qualified clients and, under attorney guidance, assist with obtaining and documenting relevant witness information.
• Intake Documentation: Complete intake records accurately, open and maintain client matters in the firm’s legal software, and ensure case information remains current and organized.

What we’re looking for:

• Bilingual Communication: Ability to speak and write in both English and Spanish is required.
• Education Background: Associate’s degree or comparable required; Bachelor’s preferred.
• Intake Experience: Prior law firm intake experience is strongly preferred, though relevant intake experience from other professional service environments may also be considered.
• Sales Aptitude: Soft sales skills to convert prospects without hard-selling tactics.
• Research Skills: Proficiency in using online tools for conducting thorough research.
• Team Environment: Comfort working in a fast-paced, small-team setting; willingness to take on diverse tasks.
• Quick Thinking & Urgency: Able to think on your feet, respond quickly to new leads, exercise sound judgment in real time, and remain composed in a fast-moving environment.
• Organization & Accuracy: Highly organized and detail-oriented, with the ability to manage multiple priorities while maintaining accurate records and strong written communication.

Why you should work here:

• Impactful Role: Directly influence case intake and the firm's focus areas, impacting profitability and success.
• Leadership Exposure: Work closely with leadership and gain hands-on experience in a dynamic legal environment.
• Growth Potential: Opportunity to grow within the firm over time, with potential pathways into areas such as paralegal or operations work.
• Independent Work: Enjoy autonomy with meaningful responsibilities and the chance to shape processes and KPIs.
• Competitive Compensation: Competitive compensation based on experience and qualifications.
• Performance Incentive Potential: The firm is developing a performance-based incentive program tied to measurable intake and conversion outcomes.
• Benefits: Health insurance, paid time off, and a retirement plan.

Join USA Employment Lawyers as an Intake Specialist and be a pivotal part of delivering justice to employees nationwide. Your role in converting potential clients and supporting our legal team will make a lasting impact on the firm's success. If you're ready to take on this challenge and make a real difference in the legal field, we invite you to apply and join our dedicated team.