Intake Specialist

Omega Law Group, PC; West Hollywood (CA); On-site; USD 41,000 - 62,000; Full time

Benefits offered by this job

Competitive hourly pay

Performance-based bonus

Health insurance

Paid time off

Professional growth

Collaborative work environment

Job summary

Omega Law Group, PC in West Hollywood, CA seeks an experienced Intake Specialist focused on personal injury to be the first point of contact for prospective clients, assess claims, and guide leads to signed retainer.

The role requires 2+ years intake in PI, bilingual EN/ES preferred, familiarity with LeadDocket or Filevine, and ability to handle high call volume in a fast-paced firm. Competitive hourly pay and growth opportunities.

Qualifications

• Minimum 2 years intake experience in a personal injury law firm preferred.
• Strong understanding of personal injury claims, insurance coverage, liability, and the legal intake process.
• Experience with lead conversion, client retention, and obtaining signed retainer agreements.
• Willingness to learn additional practice areas including Employment Law and Elder Abuse.
• Excellent verbal and written communication with strong interpersonal skills.
• Ability to handle a high volume of calls and follow-ups in a fast-paced environment.
• Strong organizational skills, attention to detail, and multitasking ability.
• Experience with LeadDocket or Filevine preferred.

Responsibilities

• Respond promptly and professionally to incoming calls, online inquiries, and referrals.
• Conduct thorough initial consultations to gather case information and assess claims.
• Screen and evaluate cases based on intake guidelines and criteria.
• Handle inquiries across multiple practice areas as needed.
• Communicate services, build rapport, and guide clients through retention.
• Follow up with prospects to maximize conversion and signed retainers.
• Prepare, send, and obtain signed retainer agreements and intake documents.
• Document client information and case details in the case management system.
• Coordinate with attorneys and departments for a smooth transition of retained clients.
• Meet or exceed performance goals including response times and conversion rates.
• Maintain professionalism, empathy, and confidentiality in interactions.

Skills

Intake experience

Personal injury knowledge

Lead conversion

Client retention

Retainer agreements

Communication

Multitasking

Bilingual EN/ES

Tools

LeadDocket

Filevine

Job description

Omega Law Group is a prestigious and rapidly growing law firm serving clients throughout California and Texas. Our dedicated team is known for delivering exceptional service and winning results for our clients. Through innovation, compassion, and expertise, we have built a strong reputation and continue to expand our presence, practice areas, and brand.

Position Overview

We are seeking an experienced, motivated, and client-focused Intake Specialist to join our growing team. The ideal candidate will have a strong background in personal injury law, with a solid understanding of personal injury claims, case evaluation, and the client retention process.

As Omega Law Group continues to expand into additional practice areas, including Employment Law and Elder Abuse law, we are looking for someone who is adaptable, eager to learn, and comfortable handling inquiries across multiple legal practice areas.

The Intake Specialist will serve as the first point of contact for prospective clients and play a critical role in evaluating potential cases, delivering an exceptional client experience, and converting qualified leads into signed clients.

Key Responsibilities

• Respond promptly and professionally to incoming calls, online inquiries, and prospective client referrals.
• Conduct thorough initial consultations to gather relevant case information and assess potential claims.
• Screen and evaluate prospective cases based on the firm's established intake guidelines and acceptance criteria.
• Handle inquiries involving other practice areas, including Employment Law and Elder Abuse law as training and business needs evolve.
• Effectively communicate the firm's services, build rapport with prospective clients, and guide them through the retention process.
• Consistently follow up with prospective clients to maximize lead conversion and signed retainers.
• Prepare, send, and obtain signed retainer agreements and other required intake documents.
• Accurately document client information, case details, and communications in the firm's case management system.
• Coordinate with attorneys and other departments to ensure a smooth transition of newly retained clients.
• Meet or exceed established performance goals, including response times, conversion rates, and signed retainers.
• Maintain a high level of professionalism, empathy, and confidentiality in all client interactions.

Qualifications

• Minimum 2 years of intake experience in a personal injury law firm strongly preferred.
• Strong understanding of personal injury claims, insurance coverage, liability, and the legal intake process.
• Experience with lead conversion, client retention, and obtaining signed retainer agreements.
• Willingness and ability to learn additional practice areas, including Employment Law and Elder Abuse.
• Excellent verbal and written communication skills with strong interpersonal and client service abilities.
• Ability to handle a high volume of calls, inquiries, and follow-ups in a fast-paced environment.
• Strong organizational skills, attention to detail, and ability to multitask effectively.
• Results-oriented mindset with the ability to meet established performance goals.
• Experience with LeadDocket, Filevine or similar legal case management software preferred.
• Bilingual in English and Spanish is highly preferred.

What We Offer

• Competitive compensation based on experience. ($30-$45 per hour)
• Performance-based bonus opportunities.
• Medical, dental, and vision insurance.
• Paid time off and paid holidays.
• Opportunities for professional growth and career advancement.
• A collaborative and supportive work environment.