Legal Intake Specialist

Coda Search│Staffing; New Jersey; On-site; USD 42,000 - 60,000; Full time

Job summary

Coda Search Staffing is seeking an enthusiastic Legal Intake Specialist in New Jersey to be the first point of contact for potential clients seeking legal representation. You will handle inquiries via phone, web forms, email, or live chat, gather essential information, and initiate the intake and retainer sign-up process.

This role requires precision, strong communication, and a client-first approach to ensure a smooth transition to the Case Management team.

Qualifications

• Experience in client intake or initial contact handling.
• Familiarity with CRM systems Salesforce.
• Experience in insurance or healthcare administration a plus.

Responsibilities

• Handle inbound inquiries via phone, web form, email, or live chat.
• Engage clients with best-in-class service during initial interactions.
• Initiate and complete intake process and assist sign-up for retainer.
• Collect detailed claim information to assess eligibility.
• Ensure data accuracy of claim-related information.
• Explain next steps after sign-up and transition to Case Management.

Skills

Customer service

Call center

Communication skills

Sales experience

Education

College degree

Tools

Salesforce

VoIP

Electronic signatures

Job description

Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists are responsible for handling all inbound inquiries— via phone, web form, email, or live chat.

Key Responsibilities:

• Client Engagement: Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported.
• Claim Setup: Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement.
• Information Gathering: Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria.
• Data Accuracy: Capable of collecting detailed and complete claim-related information with precision.
• Service Excellence: Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties included.
• Process Guidance: After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys.

Candidate Requirements

• Sales and/or Sign-up Center (a plus)
• Contact Center/Call Center (a plus)
• Law firm or Legal industry experience (a plus)
• Insurance, Healthcare & Medical Administration experience (a plus)
• Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software
• College degree (preferred but not required)