Legal Intake Specialist

Lundy Law, LLP; United States; Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Health savings account (HSA)

401(k) retirement plan

401(k) employer matching

Paid time off

Employee referral program

Hybrid work opportunities

Job summary

Lundy Law seeks a highly motivated Legal Intake Specialist to join our Personal Injury Practice. The role focuses on first contact with prospective clients, gathering information, and guiding them through the intake process. Excellent customer service, empathy, and organizational skills are essential.

The position offers in-person training at our Philadelphia office with potential hybrid eligibility after training, and opportunities to expand responsibilities within the Intake Team.

Qualifications

• High school diploma or equivalent required.
• Excellent verbal and written communication skills.
• Strong customer service skills with empathy and professionalism.
• Ability to work independently and in a team, in a fast-paced environment.
• Strong organizational skills and attention to detail, multitasking ability.
• Proficiency with MS Office applications and ability to learn new software.

Responsibilities

• Manage a high volume of incoming calls, inquiries, and prospective client leads.
• Respond promptly, professionally, with a strong focus on client service.
• Conduct initial client screenings to determine case suitability.
• Document client information and follow-up in the case management system.
• Prepare and explain retainer agreements to prospective clients.
• Maintain consistent follow-up to ensure timely communication.
• Collaborate with attorneys and management for a seamless intake process.
• Assist with special projects and admin responsibilities as needed.
• Identify opportunities to improve intake procedures and client experience.
• Support management in implementing process improvements and boosting productivity.

Skills

Verbal communication

Written communication

Customer service

Empathy

Organization

Attention to detail

Teamwork

Independence

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Lundy Law is seeking a highly motivated, compassionate, and customer-focused Legal Intake Specialist to join our growing Personal Injury Practice. Bilingual proficiency in English and Spanish is preferred but not required.

As the first point of contact for many of our prospective clients, the Legal Intake Specialist plays an essential role in creating a positive first impression and delivering exceptional client service. This individual will be responsible for managing incoming inquiries, evaluating potential cases, gathering important information, and guiding prospective clients through the initial intake process.

We are looking for a dependable, organized, and proactive professional who thrives in a fast‑paced environment, communicates effectively, and can balance multiple priorities while maintaining a high level of accuracy and professionalism.

The ideal candidate will demonstrate empathy, patience, and understanding when communicating with individuals who may be experiencing difficult or stressful circumstances.

As Lundy Law continues to grow, this position offers opportunities to expand responsibilities, contribute to process improvements, and support the continued success of our Intake Team.

Essential Responsibilities

• Manage a high volume of incoming calls, inquiries, and prospective client leads.
• Respond to all intake inquiries promptly, professionally, and with a strong focus on customer service.
• Conduct initial client screenings to gather relevant information and determine whether potential cases meet the firm's criteria.
• Accurately document client information, communications, and follow‑up activities within the firm's case management system.
• Prepare, distribute, and explain retainer agreements to prospective clients.
• Maintain consistent follow‑up with prospective clients to ensure timely communication and a positive client experience.
• Collaborate with fellow Legal Intake Specialists, attorneys, and management to ensure a seamless intake process.
• Assist with special projects and additional administrative responsibilities as needed.
• Identify opportunities to improve intake procedures, efficiency, and the overall client experience.
• Work closely with management to implement process improvements and support team productivity.

Qualifications & Requirements

Required Qualifications:

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Strong customer service skills with the ability to demonstrate empathy, patience, and professionalism.
• Ability to work independently and collaboratively in a fast‑paced, team‑oriented environment.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities simultaneously.
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to learn and navigate new technology and software systems.
• Dependability, adaptability, and a commitment to providing an exceptional client experience.

Preferred Qualifications:

• Bilingual proficiency in English and Spanish is a plus, but not required.
• Previous experience in a legal intake, personal injury law firm, call center, or customer service environment.
• Experience using lead management, customer relationship management (CRM), or legal case management software.
• Familiarity with personal injury claims and legal intake procedures.
• Prior experience in a high‑volume, phone‑based customer service environment.

Benefits

Lundy Law offers a competitive benefits package, including:

• Health insurance
• Dental insurance
• Life insurance
• Health savings account (HSA)
• 401(k) retirement plan
• 401(k) employer matching
• Paid time off
• Employee referral program
• Hybrid work opportunities following the initial training period

Schedule & Work Location

Job Type: Full-Time

Schedule: Monday through Friday

Location: Philadelphia, PA 19103

Work Arrangement: In‑person training with hybrid eligibility

This position requires an initial 90‑day, in‑person training period at our Philadelphia office. Following successful completion of training, employees may be eligible for a hybrid work schedule based on performance, business needs, and management approval.

Equal Employment Opportunity

Lundy Law is an Equal Employment Opportunity Employer committed to fostering an inclusive and respectful workplace. We value diversity and provide equal employment opportunities to all qualified applicants without regard to any status protected by applicable federal, state, or local law.