Intake Specialist

Jebaily Law Firm; North Myrtle Beach (SC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401k match

Vacation & Personal Time

Growth opportunities

Job summary

Jebaily Law Firm is seeking an Intake Specialist in South Carolina to greet potential clients and drive the onboarding process. You will conduct intake interviews, gather essential case information, and coordinate sign-ups while managing attorney rotations and schedules.

The ideal candidate has 2+ years of intake or legal admin experience, with knowledge of Filevine/LeadDocket and strong communication. This role offers growth as the firm expands and requires a proactive, organized individual.

Qualifications

• Minimum 2 years of intake or legal administrative experience.
• 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.

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

Excellent communication

Highly organized

Independent work

Attention to detail

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 Specialist to 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