Legal Intake Specialist

Krasno Krasno & Onwudinjo; Pennsylvania; On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Bonus $250 per month if department GOA

Job summary

Krasno Krasno & Onwudinjo seeks an Intake Specialist to manage initial contact with potential clients in workers’ compensation and social security disability. You will gather accurate information, create new case files, and ensure a professional, efficient client first experience.

You will respond to inquiries, conduct intake interviews, guide next steps toward engagement, and maintain precise CRM records. This full-time, on-site role offers a competitive hourly rate and a monthly bonus upon

Qualifications

• 2+ years of experience in intake or other high-volume consultative environments.
• Demonstrated ability to handle intake conversations and apply consistent screening criteria.
• Confident communicator with strong written and verbal skills and high attention to detail.

Responsibilities

• Respond promptly to incoming calls and inquiries from prospective clients.
• Conduct confident, consistent intake interviews to obtain key case details.
• Guide prospective clients through next steps and engagement.
• Proactively follow up on warm and stalled leads with persistence.
• Prepare concise case summaries for attorney and team review.
• Maintain clean, accurate records in CRM (Litify).

Skills

Intake experience

CRM experience

Communication skills

Detail oriented

Independent worker

Personal injury intake

Tools

Litify CRM

Job description

FLSA / Type: Full-Time, Hourly, Non-Exempt

Work Hours: 8:00 AM – 5:00 PM

Position Overview:

The Intake Specialist is responsible for managing the initial contact with potential clients in both Workers’ Compensation and Social Security Disability, gathering accurate information, and creating new case files. This role ensures a professional, efficient, and client-focused first experience, which directly impacts the firm’s caseload and client satisfaction.

Responsibilities

• Respond promptly to incoming calls and inquiries from prospective clients.
• Conduct confident, consistent intake interviews to obtain key case details.
• Guide prospective clients through next steps and support toward engagement when appropriate.
• Proactively follow up on warm and stalled leads with thoughtful persistence.
• Prepare concise case summaries for attorney and team review.
• Maintain clean, accurate records in the firm’s CRM (Litify).

Skills

• 2+ years of experience in intake or other high-volume consultative environments.
• Demonstrated ability to handle intake conversations and apply consistent screening criteria.
• Ability to guide prospective clients through the decision process and effectively toward engagement.
• Advanced nurturing skills; strong ownership of the intake process, not just intake volume.
• Confident communicator with strong written and verbal skills and high attention to detail.
• Highly organized with accurate detail entry in CRM systems.
• Ability to work independently while collaborating effectively across teams.
• Prior personal injury intake experience.
• Experience with CRM/case management platforms.

Key Performance Indicators (KPIs)

• Average speed to answer/respond to a new inquiry (target: within 5 minutes).
• Conversion rate (90%).
• Adherence to screening criteria/checklist (audit-based).

Compensation:

Compensation Range $24.00 – $28.50 per hour

Bonus $250 per month if department goal is met

Introductory Period"

The first ninety (90) days of employment with the Firm constitute an introductory period. All new and rehired employees work on an introductory basis for the first ninety (90) calendar days. Any approved, significant absence will automatically extend an introductory period the length of the absence. If the Firm determines that the designated introductory period does not allow sufficient time to thoroughly evaluate an employee’s performance, the Firm may extend the introductory period for a reasonable and specified time. The introductory period ends with a 90-day Performance Review delivered by your manager. During the initial introductory period, new employees are eligible for those benefits that are required by law, for example, Workers’ Compensation Insurance and Social Security. The first of the month following the first sixty (60) days of employment, regular full-time employees become eligible for Firm benefits, subject to the terms and conditions of each benefit program. A member of our management team or Manager will discuss these opportunities during the orientation process.

As a full-time employee, you are eligible to participate in our benefits program, which includes: