Legal Intake Specialist — Empathetic Client Onboarding

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

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.