Legal Intake Specialist

The Lemon Pros LLP; Beverly Hills (CA); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Free parking

Health insurance

Paid sick time

Paid time off

Vision insurance

Job summary

The Lemon Pros LLP in Beverly Hills is seeking a highly motivated Legal Intake Specialist to be the first point of contact for prospective clients, delivering excellent client service while qualifying leads for potential Lemon Law cases.

You will gather essential information, assess case viability, and schedule consultations with attorneys, all while maintaining accurate CRM records in a fast-paced environment.

Qualifications

• Minimum 1 year experience in legal intake, customer service, or call center roles.
• Spanish language skills a plus.
• Knowledge of Lemon Law or consumer protection law a plus.
• Strong interpersonal and customer service abilities.
• Detail-oriented with accurate documentation.
• Proficient with CRM systems and office software.
• Ability to thrive in a fast-paced, high-volume environment.

Responsibilities

• Handle inbound calls, emails, and online inquiries from potential clients regarding Lemon Law matters.
• Explain the firm’s services, intake process, and potential outcomes to convert qualified leads.
• Collect and document detailed information about vehicles, repair history, and other case details.
• Assess potential case viability and determine if they meet firm criteria.
• Schedule consultations or follow-up calls with attorneys for qualified clients.
• Maintain accurate client interaction records in the CRM system.
• Collaborate with attorneys and paralegals to ensure smooth case transitions.
• Follow up with potential clients and provide case updates.

Skills

Customer service

Communication

Interpersonal skills

Attention to detail

CRM proficiency

Team player

Tools

CRM software

Job description

We are a fast-growing plaintiff-side Lemon Law firm seeking a highly motivated Legal Intake Specialist to serve as the first point of contact for prospective clients. This is a critical, revenue-driving role focused on delivering an excellent client experience while converting qualified leads into signed clients.

As a Legal Intake Specialist, you will be the first point of contact for potential clients seeking assistance with Lemon Law cases. You will play a critical role in gathering essential information, assessing the viability of cases, and providing excellent customer service. The ideal candidate will have strong communication skills, a proven capacity to quickly assess client issues, and the ability to handle a fast-paced, high-volume environment.

Requirements

• Handle inbound calls, emails, and online inquiries from potential clients regarding Lemon Law matters, delivering a responsive, professional, and high-quality intake experience
• Communicate with clients to explain the firm's services, intake process, and potential case outcomes, while building trust, instilling confidence, and converting qualified leads into signed clients
• Collect and document detailed information from clients about their vehicle, repair history, and other relevant case details
• Assess the validity of potential Lemon Law cases and determine if they meet the firm's criteria for further legal action
• Schedule consultations or follow-up calls with attorneys for qualified clients
• Maintain accurate records of client interactions in the CRM system
• Collaborate with attorneys and paralegals to ensure a smooth transition of qualified cases
• Follow up with potential clients to answer any additional questions and provide updates on their case status

Qualifications

• Minimum of 1 year experience in a legal intake, customer service, or call center role, preferably in a law firm environment
• Fluency in Spanish is a plus
• Knowledge of Lemon Law or consumer protection law is a plus
• Strong interpersonal and customer service skills, and the ability to build rapport with potential clients
• Detail-oriented with the ability to accurately document client information
• Proficient in using CRM systems and office software
• Comfortable working in a fast-paced and high-volume environment
• Demonstrates a positive, team-oriented attitude, with a willingness to receive feedback and continuously improve

Benefits

• 401(k)
• Dental insurance
• Free parking
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance