Intake Specialist

West Coast Trial Lawyers; Seattle (WA); On-site; USD 28,000 - 29,000; Full time

Job summary

West Coast Trial Lawyers is seeking a detail-oriented Intake Specialist to support our high-volume intake department in Seattle. This role focuses on data entry, information gathering, and documenting all required details for new matters.

The candidate will speak with prospective clients in English and Spanish, following established intake questions within Filevine. The position is fast-paced, emphasizing accuracy, organization, and discretion while managing confidential information and

Qualifications

• Experience in data entry, intake, or high-volume administrative work.
• Strong attention to detail and accuracy while on calls.

Responsibilities

• Answer inbound calls from prospective clients and conduct intakes.
• Enter client and case information into Filevine accurately.
• Follow intake questionnaires and workflows to collect required data.
• Maintain organized intake records and notes.
• Handle high-volume data-entry tasks efficiently.
• Review information for completeness and fix gaps.
• Route intakes to the appropriate team for next steps.
• Maintain confidentiality and professionalism in communications.

Skills

Data entry

Bilingual EN/ES

Phone communication

Customer service

Tools

Filevine

Job description

West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $1.7 billion recovered for clients, we handle complex, high-stakes cases against major corporations and insurance companies.

Job Type

Full-time

Position Overview

West Coast Trial Lawyers is seeking a detail-oriented and efficient Intake Specialist to support our Intake Department. This is a high-volume, process-driven role focused primarily on data entry and information gathering. The Intake Specialist will speak with prospective clients, follow established intake questions within Filevine, and accurately document all required information for each new matter. This is not a sales or case-closing position; we are looking for someone who is fast, accurate, organized, and comfortable managing a high volume of intakes in a fast-paced environment.

Responsibilities

• Answer inbound calls from prospective clients and conduct structured intakes
• Enter prospective client and case information accurately into Filevine
• Follow established intake questionnaires and workflows to ensure all required information is collected
• Maintain accurate, complete, and organized intake records
• Complete a high volume of data entry and intake tasks throughout the day
• Review information for completeness and correct any missing or inaccurate entries
• Ask follow-up questions when necessary to accurately document information
• Route completed intakes to the appropriate team for review and next steps
• Maintain detailed notes regarding prospective client communications
• Follow established firm procedures and intake protocols
• Handle confidential and sensitive information with discretion
• Maintain professionalism and empathy when communicating with prospective clients
• Work efficiently while maintaining accuracy in a fast-paced environment
• Assist with additional administrative and intake-related responsibilities as needed

Requirements

• Bilingual fluency in English and Spanish is required
• Previous experience in data entry, intake, customer service, call center operations, client relations, administrative support, or a similar high-volume role
• Strong data-entry skills with a high level of speed and accuracy
• Excellent attention to detail and organizational skills
• Ability to accurately document information while speaking with clients by phone
• Comfortable handling a high volume of calls and repetitive, process-driven tasks
• Ability to follow established questionnaires, procedures, and workflows consistently
• Strong verbal communication and active listening skills
• Personal injury, legal intake, or law firm experience is highly preferred, but not required
• Filevine or other case management/CRM experience is a plus
• Ability to learn new systems and processes quickly
• Professional, dependable, and able to handle confidential information with discretion

Hourly Range

$20.00-$21.00 per hour

Salary Description

$20.00-$21.00 per hour