Intake Specialist

Socket.dev; Holiday (FL); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Paid sick leave

Health insurance

401(k) with match

Job summary

Disparti Law Group in Holiday, Florida seeks a Legal Intake Specialist for an in-office role. You will respond to inquiries, assess client needs, and route cases to the proper practice areas while maintaining precise records and ensuring timely follow-up.

The ideal candidate has strong phone etiquette, data-entry accuracy, and familiarity with Microsoft 365. Some college and bilingual abilities are a plus. Benefits include holidays, PTO, sick leave, health coverage, and a 401(k) plan.

Qualifications

• Exceptional telephone-based customer service and clear communication.
• Spanish bilingual abilities a plus for client interactions.
• Ability to manage multiple tasks with accuracy and efficiency.
• Dependable with strong attendance and work ethic.
• High attention to detail and organized work style.
• Fast learner capable of working with minimal supervision.

Responsibilities

• Answer incoming calls on advertisement lines promptly while building trust with potential clients.
• Follow up on unassigned leads and pursue responsive prospects according to schedule.
• Assess each potential client’s situation and present best legal options.
• Enter data accurately in the case management system and ensure notes are complete.
• Ensure necessary documentation is collected from clients.
• Seamlessly transition retained clients to the appropriate practice area.
• Support special projects as assigned.

Skills

Telephone-based customer service

Spanish bilingual

Multitasking

Dependable attendance

Attention to detail

Quick to learn

Education

High school diploma

Some college

Tools

Microsoft 365

Legal case management software

Job description

One of our portfolio companies, Disparti Law Group, is looking for talented individuals to join Larry’s winning team! Known for outstanding customer service and exceptional results, the firm consistently delivers on its greatest commitment—achieving the best possible outcomes for its clients.

Bring your knowledge, creativity, confidence, and passion to our team and be part of our dedication to winning!

The Intake Specialist position is in our Holiday, Florida office and is an in-office position.

Summary

The Legal Intake Specialist supports the mission and goals of Disparti Law Group by providing exceptional service to potential clients, vendors and internal customers. The Legal Intake Specialist is responsible for appropriately responding to telephone calls and other methods of contact to empathetically assess the potential client’s unique situation and to highlight the professional services Disparti Law Group can provide to support their legal journey.

Supervisory Responsibilities

The Legal Intake Specialist does not have supervisory responsibilities.

Essential Functions

1. Answer incoming calls on advertisement lines in a timely manner. Establish trust and rapport with potential new clients from initial contact by using exceptional emotional intelligence and communication skills. Ensure clarity, empathy and professionalism in every client communication.

2. Handle potential client leads listed in the case management systems that have not been assigned. Follow up on leads according to the department schedule. Continually follow up on leads that are unresponsive.

3. Assess each potential client’s unique situation and confidently present the best course of action and the strategies Disparti Law Group can provide to support their path to settlement.

4. Perform accurate data entry (including proper grammar, spelling, addresses, medical information, etc.) in case management system. Ensure questionnaires are fully completed. Ensure complete and accurate notes are recorded in the Description of Incident section to provide additional details.

5. Follow up with potential clients to ensure all necessary documentation to support case is received.

6. Seamlessly transition newly retained client to practice area.

7. Special projects, as assigned.

Required Skills/Abilities

• Exceptional telephone-based customer service skills

• Ability to effectively communicate with clients from diverse backgrounds; bilingual (Spanish) a plus

• Ability to manage multiple tasks simultaneously, prioritize effectively and maintain accurate records

• Dependable and reliable; excellent attendance and work ethic

• High attention to detail; highly organized

• Quick to learn; able to work with minimal supervision

Education & Experience

• High school graduate or equivalent, some college a plus

• Microsoft 365 (Outlook, Word, Excel)

• Legal case management database experience a plus

• Familiarity with basic personal injury law concepts and terminology preferred

Benefits

• 12 paid holidays annually

• 10 days of paid time off annually

• 5 days of paid sick leave annually

• Medical, dental, vision insurance

• 401(k) with fully vested safe-harbor company match after 1 year of service

Disparti Law Group is a multi-state employer, and as such, any salary range provided may not be applicable in all states. Any offer made to a successful candidate will be dependent on several factors that may include years of experience, education, location, etc.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.