Intake Specialist

LeoForce; Uniondale (NY); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Flexible Spending Account (FSA)

Paid Time Off

Paid Sick Time

Stable environment

Job summary

LeoForce in Uniondale, NY seeks an Intake Specialist to be the first point of contact for potential clients and to manage initial legal matters with empathy and professionalism. You will document case details, qualify leads, and coordinate with attorneys in a fast-paced environment.

The role requires strong organizational skills, excellent communication, and CRM familiarity. Compensation ranges from $55,000 to $65,000 with a solid benefits package.

Qualifications

• Prior experience in a law firm, legal intake, customer service, medical office, or call center environment preferred
• Strong phone presence and communication skills
• Excellent organizational and multitasking abilities
• Ability to remain calm and compassionate during sensitive conversations
• Detail-oriented with strong follow-through
• Comfortable working in a high-volume, fast-paced environment
• Experience with CRM or case management software is a plus

Responsibilities

• Serve as the first point of contact for potential clients
• Handle inbound and outbound calls regarding new legal matters
• Gather, document, and organize case information
• Evaluate and qualify potential cases based on established criteria
• Maintain detailed notes and records within the firm's case management system
• Coordinate with attorneys and support staff regarding new matters
• Follow up with prospective clients in a timely and professional manner
• Ensure all leads and inquiries are handled with urgency and attention to detail

Skills

Phone presence

Communication skills

Organizational skills

Multitasking

Empathy

Attention to detail

Calm under pressure

CRM experience

Tools

CRM software

Job description

Intake Specialist

Uniondale,NY, US

Job Description

Experience: Entry Level

Salary: $55,000 - $65,000 per year

What You'll Do

• Serve as the first point of contact for potential clients
• Handle inbound and outbound calls regarding new legal matters
• Gather, document, and organize case information
• Evaluate and qualify potential cases based on established criteria
• Maintain detailed notes and records within the firm's case management system
• Coordinate with attorneys and support staff regarding new matters
• Follow up with prospective clients in a timely and professional manner
• Ensure all leads and inquiries are handled with urgency and attention to detail

What We're Looking For

• Prior experience in a law firm, legal intake, customer service, medical office, or call center environment preferred
• Strong phone presence and communication skills
• Excellent organizational and multitasking abilities
• Ability to remain calm and compassionate during sensitive conversations
• Detail-oriented with strong follow-through
• Comfortable working in a high-volume, fast-paced environment
• Experience with CRM or case management software is a plus

A bit about us

A highly respected plaintiff-side litigation law firm on Long Island is seeking a Legal Intake Specialist to join its growing team.

This is an excellent opportunity for someone with legal intake, customer service, medical office, call center, or law firm experience who enjoys helping people, thrives in a fast-paced environment, and can communicate with empathy and professionalism during difficult situations.

Why join us

Compensation & Benefits:

• $55,000 - $65,000 base salary
• Health Insurance
• 401(k)
• Flexible Spending Account (FSA)
• Paid Time Off
• Paid Sick Time
• Stable, team-oriented work environment
• Opportunity for long-term growth within a successful plaintiff litigation practice