Legal Intake Specialist - Compassionate Client Advocate

Josephson Dunlap LLP; Houston (TX); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Short-term disability

Job summary

Josephson Dunlap, LLP is seeking a Legal Intake Specialist to act as the first point of contact for potential clients. You will conduct outbound calls, respond to inquiries, and gather information for new claims in a fast-paced, professional environment.

This in-person, full-time role requires high-volume calling, strong communication, and meticulous note-taking. Experience with MS Office and bilingual English/Spanish is a plus.

Qualifications

• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Experience with intake and client onboarding processes.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Conduct outbound calls and respond to inbound calls and emails from potential clients.
• Handle high call volume (minimum of 100 calls/day).
• Gather detailed information about potential legal claims in a professional and efficient manner.
• Accurately update and maintain client records with detailed notes.
• Follow up consistently and courteously with leads and current clients.
• Help clients understand the required documentation and assist with any questions they may have.
• Collaborate with intake and case management teams to ensure smooth client onboarding.
• Convert leads into clients through clear communication and supportive service.

Skills

Verbal communication

Written communication

Attention to detail

Time management

Multitasking

Team collaboration

English/Spanish bilingual

Tools

Salesforce

Litify

Adobe

Job description

Josephson Dunlap, LLP is seeking a Legal Intake Specialist to act as the first point of contact for potential clients. You will conduct outbound calls, respond to inquiries, and gather information for new claims in a fast-paced, professional environment.

This in-person, full-time role requires high-volume calling, strong communication, and meticulous note-taking. Experience with MS Office and bilingual English/Spanish is a plus.