Intake Specialist

DiCello Levitt LLP; Mentor (OH); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive benefits package

Health Savings Account (HSA)

Life Insurance

Additional Insurance Plans: Life andAD

401(k) retirement savings plan with 3%

Personal Time Off

Sick Leave Time

10 Paid Holidays

Job summary

DiCello Levitt LLP in Mentor, Ohio, seeks an Intake Specialist to be the first point of contact for new clients, gathering information and guiding them through the onboarding process.

The role requires clear communication, empathy, and attention to detail while coordinating with attorneys and paralegals in a hybrid work setting with four onsite days and one remote day.

Qualifications

• 3 years of experience in a customer-service focused role at a law firm or call center.
• Experience with legal case management systems (CMS) such as Litify or Needles.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Serve as the initial point of contact with new clients via phone and email inquiries.
• Conduct thorough intake interviews to collect relevant facts related to the client’s case.
• Explain the Firm’s services, intake process, and next steps clearly and professionally.
• Accurately document all case related facts and evidence and keep information organized throughout onboarding.
• Enter intake data into the Firm’s CMS timely and accurately.
• Ensure clients feel supported, informed, and valued during intake.
• Collaborate with attorneys, paralegals, and legal assistants to transition cases smoothly.
• Additional duties as assigned.

Skills

Proficient in English (oral & written)

Bilingual (English/Spanish or other)

Active listening

Empathy

Attention to detail

Organizational skills

Multitasking

Problem solving

Calm under pressure

Education

High School diploma or equivalent

Tools

Litify CMS

Needles CMS

Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Job description

Intake Specialist

DiCello Levitt LLP

Mentor, Ohio

Are you looking for a career where your work makes a meaningful difference in people’s lives and your community? This role plays a vital part in supporting justice in all its dimensions.

Join a firm that is shaping front-page headlines pursuing justice every day, whether litigating some of the most significant civil and human rights cases of our time or ensuring that companies take responsibility for their actions and remediate the harm they have caused.

DiCello Levitt, a nationally prominent, Chambers and Benchmark-rated law firm with offices nationwide, is seeking a full-time Intake Specialist at the Firm’s Cleveland location in Mentor, Ohio.

Firm Description

DiCello Levitt is a leading national plaintiffs’ law firm representing clients in class action, business-to-business, public client, whistleblower, personal injury, civil rights, and mass tort litigation. The firm has delivered $20B+ in awards and settlements to our clients and has been recognized for our excellence in litigation by Chambers USA, Law360, Benchmark Litigation, Lawdragon, and The National Law Journal.

Role And Responsibilities

As the initial point of contact with new clients, the Intake Specialist plays a vital role in the Firm’s legal operations. This role requires exceptional communication skills, empathy, and professionalism. The Intake Specialist will gather essential information, build rapport with new clients, and ensure a smooth transition into the Firm’s case management pipeline

Responsibilities will include:

• Serve as the initial point of contact with new clients via phone and email inquiries.
• Conduct thorough intake interviews to collect relevant facts related to the client’s case.
• Explain the Firm’s services, intake process, and next steps clearly and professionally.
• Accurately document all case related facts, supporting evidence, and keep all information organized throughout the onboarding process.
• Enter intake data into the Firm’s case management system (CMS) timely, accurately, and efficiently.
• Ensure clients feel supported, informed, and valued throughout the intake process.
• Work closely with attorneys, paralegals, and legal assistants to transition cases smoothly.
• Additional duties as assigned.

Desired Skills And Qualifications

• The successful candidate should have the following qualifications:
• Proficient in English (oral and written); bilingual (English/Spanish or other language) beneficial.
• Proficient inquiry and active listening skills.
• Effective communication skills and demonstrated ability to engage with empathy.
• Familiarity with legal and/or medical terminology.
• High attention to detail and accuracy.
• Good organizational and multi-tasking abilities.
• Problem-solving skills.
• Ability to stay calm and employ compassion when speaking with emotional individuals.

Education And Experience

• Three (3) years of experience in a customer-service focused role at a law firm or call center.
• Ability to manage high call volumes and multitask in a fast-paced environment.
• Experience with legal case management systems (CMS) (e.g., Litify, Needles).
• High School diploma or equivalent required; additional qualifications beneficial.
• Experience with Microsoft Office applications, specifically Outlook, Word, Excel, and PowerPoint.

What DiCello Levitt Offers:

Benefits

• Comprehensive benefits package, effective the first day of the month following your start date: medical, dental, vision
• Health Savings Account (HSA)
• Life Insurance
• Additional Insurance Plans: Life and AD&D and Short-Term Disability plans
• 401(k) retirement savings plan with 3% employer contribution

Time Off

• Personal Time Off (PTO)
• Sick Leave Time (SLT)
• 10 Paid Holidays

Hybrid Work Style

DiCello Levitt believes that meaningful collaboration and professional development happen when colleagues have opportunities to connect in person while also benefiting from focused time to work remotely.

Our hybrid approach is designed to foster strong partnerships, encourage innovation, and support professional development through regular face-to-face interaction, while providing flexibility for focused, independent work. Candidates should be able to reliably commute to the office and thrive in a collaborative, team-oriented environment.

Work Schedule

• 4 days onsite each week
• 1 remote workday each week

DiCello Levitt LLP is committed to ensuring equal employment opportunity and non-discrimination. The Firm prohibits unlawful discrimination in any term or condition of employment against any employee or applicant for employment because of the individual's race, color, creed, religion, sex, age, marital status, national origin, ancestry, citizenship, sexual orientation, gender identity or expression, genetic information, disability, membership or service in the armed forces, or any other characteristic protected by law.

DiCello Levitt LLP provides reasonable accommodation for qualified individuals with disabilities during the interviewing process and on the job. Please include any reasonable accommodation needs in your application.

For more information, visit our website: www.dicellolevitt.com.