Intake Specialist

Collins Law, LLC; Hoover (AL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Quarterly and yearly bonus

Health insurance

Life insurance

Paid time off & holidays

Paid wellness days

Paid Birthday Off

Disability benefits

401k

Team building and family events

Office gym

Monthly snack/beverage budget

Professional development opportunities

Year-end awards

Job summary

Collins Law, LLC is seeking a Legal Intake Specialist to be the first impression for potential clients. You will conduct detailed interviews, gather case information, and ensure timely, professional communication throughout the intake process.

The ideal candidate excels at listening, building rapport, and coordinating with attorneys and staff to move qualified leads toward retention. This role rewards initiative, organization, and dedication to client service in a fast-paced environment.

Qualifications

• Experience in sales, customer service, intake, or a client-facing role.
• Excellent verbal and written communication with empathy under pressure.
• Strong follow-up skills to move qualified leads through the sign-up process.
• Highly organized with ability to manage multiple priorities in a fast-paced environment.
• Proactive, dependable, and coachable with attention to confidentiality.
• Comfortable using technology and office software.

Responsibilities

• Serve as the first point of contact for potential clients with a professional, compassionate experience.
• Manage leads from initial contact through intake and sign-up with timely follow-up via phone, email, text, or other methods.
• Build rapport, explain the intake process, and help qualified clients move toward retention.
• Screen cases using scripts and procedures; prepare accurate case summaries for review.
• Document client information, case details, communications, and follow-up activity in the case management system.
• Send engagement documents, obtain signatures, collect necessary documents, and aid onboarding of new clients.
• Manage multiple leads and deadlines, ensuring tasks are completed accurately and on time.
• Collaborate with Intake Manager, Attorneys, and Case Managers throughout the intake process.
• Receive coaching and apply feedback to future work; perform additional intake and administrative duties as needed.

Skills

Sales

Customer service

Intake

Call center

Client-facing

Tools

Case management system

Microsoft Office

Job description

Are you ready to join a fast-paced and growing personal injury law firm? Collins Law, LLC is seeking a dedicated, compassionate, and highly organized Legal Intake Specialist to serve as the first point of contact for potential new clients. The Legal Intake Specialist plays a crucial role in the success of our firm by creating the first impression of Collins Law and setting the tone for the potential client’s experience with our team. This position requires someone who can connect with people, listen carefully to their concerns, gather important case information, and provide timely and professional communication throughout the intake process. If you thrive in a high-energy environment, have strong communication and follow-up skills, and are passionate about providing exceptional client service, we want to hear from you.

Responsibilities:

• Serve as the first point of contact for potential new clients, providing a professional, compassionate, and positive experience while conducting detailed interviews and gathering relevant case information.
• Manage incoming leads from initial contact through the intake and sign-up process, including timely and consistent follow-up by phone, email, text, or other approved communication methods.
• Build rapport with potential clients, explain the firm’s intake process and next steps, and help qualified potential clients move forward with retaining the firm.
• Follow established intake criteria, scripts, and procedures to screen potential cases. Prepare accurate case summaries and escalte matters requiring Attorney or management review.
• Accurately document client information, case details, communications, lead status, and follow-up activity in the firm’s case management system, ensuring records remain complete and up to date.
• Send engagement documents and other correspondence, obtain required signatures and information, collect necessary documents, and assist with the smooth onboarding and handoff of newly signed clients.
• Manage multiple leads, follow-ups, and deadlines while ensuring tasks are completed accurately and within required timeframes.
• Collaborate effectively with the Intake Manager, Attorneys, Case Managers, and other team members throughout the intake process.
• Follow instructions and established firm procedures and be comfortable receiving coaching, corrections, and constructive feedback from the Intake Manager and applying that feedback to future work.
• Assist with additional intake and administrative duties as needed.

Qualifications:

• Previous experience in sales, customer service, intake, call center, or another client-facing role required.
• Excellent verbal and written communication skills, with the ability to build rapport, listen carefully, communicate with empathy, and remain professional when working with individuals who may be experiencing stressful situations.
• Strong sales and follow-up skills, including the confidence and persistence needed to communicate with potential clients and help qualified leads move through the sign-up process.
• Highly organized and detail-oriented, with the ability to manage multiple priorities, deadlines, and a high volume of leads in a fast-paced environment.
• Proactive, dependable, and accountable, with the ability to take ownership of assigned responsibilities while consistently following established processes and procedures.
• Comfortable using technology, including case management systems, Microsoft Office, email, and other office software.
• Team-oriented and coachable, with a positive attitude and willingness to take direction, receive constructive feedback, learn from corrections, and continuously improve.
• Strong commitment to confidentiality, professionalism, and exceptional client service.
• Quarterly and Yearly Bonus Opportunities
• Health insurance
• Life insurance
• Paid time off & holidays
• Paid wellness days
• Paid Birthday Off
• Disability benefits
• 401k
• Team building and family events
• Office gym
• Monthly snack/beverage budget to stock breakroom with favorite items
• Opportunities for professional development and growth
• Opportunities for Year-End Awards

Our Vision:

Collins Law is committed to fostering a positive, professional environment where we work hard, pursue excellence, and enjoy what we do while delivering exceptional service to our clients.

Our Core Values:

Service – We serve our clients with excellence, efficiency, integrity, and compassion.

Teamwork – We work collaboratively, knowing we accomplish more together.

Wellness – We value our physical, mental, and emotional health and actively protect them.

Community – We act positively towards our team members, families, clients, and communities.

Equal Opportunity Employer:

Collins Law, LLC is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. We are committed to creating an inclusive environment where all employees feel valued and respected.