Legal Intake Specialist

Socket.dev; Las Vegas (NV); On-site; USD 42,000 - 56,000; Full time

Job summary

Socket.dev is seeking a detail-oriented Legal Intake Specialist to manage initial client contact, gather information, and coordinate with attorneys for personal injury and workers' compensation cases. You will screen leads, schedule meetings, and ensure accurate data entry while maintaining confidentiality and a client-focused approach.

The role emphasizes empathetic communication, strong organizational skills, and the ability to convert inquiries into signed engagements.

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Experience in customer service, administrative, education, or healthcare settings.
• Strong organizational and time management skills; ability to multitask.
• Excellent verbal and written communication; professional demeanor and strong computer skills.
• Maintain confidentiality and handle sensitive information with discretion.
• Bilingual in Spanish preferred.
• Willingness to work weekends.
• Empathy and patience when working with prospects, clients, and referral partners.

Responsibilities

• Be the first point of contact for potential clients via phone, email, or in-person.
• Screen leads, provide service information, answer preliminary questions, and manage follow-ups.
• Enter client data into the database and track KPIs.
• Schedule appointments and coordinate with attorneys and teams.
• Maintain confidential client records and ensure compliance with regulations.
• Engage referral partners and provide timely information.

Skills

Customer service

Administrative

Communication skills

Time management

Microsoft Office

Spanish bilingual

Education

High school diploma or equivalent

Associate/Bachelor's degree preferred

Healthcare/education settings experience

Tools

Microsoft Office Suite

Job description

Description

Job description

Overview:

The Legal Intake Specialist plays a crucial role in the initial engagement with prospective clients, building confidence in the prospect’s decision to hire the firm, and ensuring a smooth and effective onboarding process for our personal injury and workers' compensation clients. This position involves managing managing and responding to new inquiries, assessing injury claims, responding empathetically to emotional parties, gathering information, and signing the client. The ideal candidate will possess excellent communication skills, sales techniques, attention to detail, the ability to handle sensitive information with confidentiality and empathy, and the desire to help others and convert leads into clients.We hire for character; We train for success!

Key Responsibilities:

1. Client Interaction:

• Serve as the first point of contact for potential clients via phone, email, or in-person
• Provide detailed information about the services offered and answer preliminary questions
• Screen leads for criteria
• Manage follow-up activities
• Attain signed agreements

2. Data Collection:

• Gather essential client information through structured intake forms and interviews
• Accurately enter client data into the company's database system
• Ensure all collected information is complete and up-to-date
• Track and measure progress toward goals
• Assess conversion rates
• Monitor and Report KPIs

3. Scheduling and Coordination:

• Schedule appointments and follow-up meetings for clients with relevant team members and attorneys.
• Coordinate with marketing, client service, and leadership to ensure seamless client service delivery

4. Documentation and Record-Keeping:

• Maintain accurate and confidential client records
• Prepare and manage documentation required for client files
• Ensure compliance with all legal and regulatory requirements related to client information

5. Client Service:

• Deliver excellent client service by addressing client concerns and resolving issues promptly
• Maintain a professional and empathetic demeanor at all times

6. Referral Partner Outreach and Communication:

• Communicate regularly with Referral Partners
• Develop referral relationships
• Provide referral partners with relevant information in a timely manner

7. Administrative Support:

• Assist with general office duties as needed
• Support the team with special projects and other duties as assigned
• Provide reporting to various departments including marketing and leadership

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Previous experience in customer service, administrative, education, or healthcare setting preferred.
• Strong organizational and time management skills, with the ability to prioritize and multitask effectively.
• Excellent verbal and written communication skills, with the ability to communicate professionally and confidently with employees and clients. Strong computer skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Bilingual in Spanish (preferred).
• Willingness to work weekends.
• Display empathy and patience when working with prospects, clients, and referral partners.

Physical Requirements

• Ability to perform essential job functions in compliance with ADA, FMLA, and other federal, state, and local regulations. Ability to maintain regular, punctual attendance in accordance with workplace standards.
• Must be able to communicate clearly via phone and other mediums.

Why Join Us?

We offer a vibrant and supportive work environment where your contributions are valued, and your professional growth is encouraged. You will have the opportunity to work on challenging cases, develop your legal expertise, and make meaningful contributions to the field. Our firm is committed to fostering a culture of excellence, collaboration, and innovation.

• Free employee-only coverage for Medical, Dental, Vision, and Life Insurance
• Option to purchase Long-term & Short-term Disability coverage.
• 401(K) Retirement plan with employer match is available once eligible.
• Supportive and collaborative work culture with quarterly fun events!