Personal Injury Client Intake & Onboarding Specialist

Jebaily Law Firm; Florence (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401k match (6%)

AFLAC coverage

Vacation & Personal Time

Job summary

Jebaily Law Firm in Florence, SC is seeking an Intake Specialist to be the first point of contact for potential clients, guiding them from the initial inquiry to onboarding. You will coordinate signups, collect case information, and support a rotating attorney schedule.

The ideal candidate has at least 2 years of intake or legal admin experience in personal injury, is organized, and proficient with cloud-based intake systems such as Filevine and LeadDocket.

Qualifications

• Minimum 2 years of intake or legal administrative experience, preferably in personal injury.
• Experience using Filevine, LeadDocket, or similar intake software.
• Excellent communication and interpersonal abilities.
• Highly organized with strong attention to detail.

Responsibilities

• Serve as the initial contact for new client inquiries via phone, email, and online leads
• Conduct thorough intake interviews to gather essential case information and assess potential claims
• Coordinate client sign-ups and ensure proper documentation is completed and processed efficiently
• Manage the attorney rotation for new case assignments and schedule consultations accordingly
• Maintain detailed records in Filevine, LeadDocket, and other case management tools
• Follow up with prospective clients who have not yet retained the firm
• Handle high call volumes with professionalism and empathy
• Ensure a smooth transition from intake to case management

Skills

Communication skills

Interpersonal skills

Organizational skills

Tools

Filevine

LeadDocket

Job description

Jebaily Law Firm in Florence, SC is seeking an Intake Specialist to be the first point of contact for potential clients, guiding them from the initial inquiry to onboarding. You will coordinate signups, collect case information, and support a rotating attorney schedule.

The ideal candidate has at least 2 years of intake or legal admin experience in personal injury, is organized, and proficient with cloud-based intake systems such as Filevine and LeadDocket.