Legal Intake Specialist

Peterson & Associates, P.C.; Huntersville (NC); On-site; USD 42,000 - 55,000; Full time

Job summary

Join a dynamic legal team as a Legal Intake Specialist, where you'll play a vital role in managing client inquiries and onboarding. This position is perfect for someone passionate about helping others, with strong communication and organizational skills. You'll engage with prospective clients, ensuring they feel valued and supported throughout the intake process. With a supportive environment and opportunities for growth, this role offers a chance to make a meaningful impact in a growing law practice. If you're ready to thrive in a fast-paced setting and contribute to a dedicated team, we want to hear from you!

Benefits

Bonus Opportunities

PTO

Health Insurance

Voluntary Eye and Dental Insurance

Qualifications

• 1-2 years of experience in customer service or sales preferred.
• Strong computer skills and proficiency with Microsoft Office required.

Responsibilities

• Manage incoming client calls and gather relevant information for case inquiries.
• Process new client onboarding and maintain accurate records in compliance.

Skills

Customer Service

Communication Skills

Organizational Skills

Problem-Solving Skills

Empathy

Multitasking

Education

High School Diploma

Associate Degree

Bachelor's Degree

Tools

Microsoft Office

LeadDocket

VineSign

Filevine

Job description

Summary: The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally. Our rapidly growing law practice seeks a full-time legal intake specialist to join our team! You’ll survey prospective clients, empathize with them about the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication and lead management skills, and a passion for helping others, apply today!

How to Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and explaining why they are a good fit for this role.

Responsibilities:

1. Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
2. Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
3. Communicate with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on case information and evidence.
4. Communicate with attorneys about whether to accept a PNC's case in a timely manner and record the source/origination of all calls received.
5. Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
6. Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
7. Prepare accurate and error-free documents in a timely manner and ensure all client interactions reflect the high standards and core values of the Peterson Law Firm.
8. Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
9. Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload.
10. Collaborate with marketing on outbound sales tactics and partnerships with other law firms to help bring in new cases.
11. Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
12. Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
13. Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.

Qualifications:

Required Skills/Abilities:

• Exhibit a passion for helping the customers we serve.
• Previous experience in customer service or sales is preferred.
• Personal injury experience is a plus, but not required.
• Strong computer skills, including proficiency with Microsoft Office products (Excel/Word/PowerPoint) and internet usage.
• Excellent customer service, communication, and organizational skills.
• Ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
• Strong problem-solving skills and the ability to think critically.
• Ability to work independently and as part of a team.
• High level of empathy and understanding when dealing with clients in distress.
• Commitment to maintaining confidentiality and professional ethics.
• Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
• Foster a positive and collaborative work environment, contributing to the overall success of the team.
• Background in the legal or insurance industry preferred.
• Firm knowledge of spreadsheets and data management.
• Experience with LeadDocket, VineSign, and Filevine is a plus.

Education:

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum of 1-2 years of experience in a related field (insurance or legal industry is a plus).
• Familiarity with managing client relationship software and lead management systems is a plus.

Benefits:

• Bonus Opportunities
• PTO
• Health Insurance
• Voluntary eye and dental insurance

Compensation:

$42,000 - $55,000 yearly