Personal Injury Intake Specialist

Aspen Careers, LLC; Dublin (OH); On-site; USD 25,000 - 47,000; Full time

Benefits offered by this job

401(k) with firm match

Health insurance

Generous PTO

Paid holidays

Year-end bonus opportunities

Job summary

Aspen Careers, LLC is partnering with a growing personal injury law firm to hire a Personal Injury Intake Specialist. This is a client-facing role focused on intake, case screening, and relationship development, with ownership of the intake process as the firm expands.

The ideal candidate brings PI intake or client service experience, strong communication, empathy, and the ability to identify promising cases. In-office Springfield, OH or Dublin, OH for the right candidate.

Qualifications

• Experience in a personal injury law firm is strongly preferred.
• Experience with client intake, case screening, or client service is preferred.
• Comfortable guiding conversations with prospective clients.

Responsibilities

• Respond promptly to prospective clients and new leads.
• Conduct client intake interviews and document information in LeadDocket.
• Gather details to identify legal issues and evaluate potential personal injury claims.
• Identify high-priority matters and connect cases with an attorney.
• Facilitate electronic engagement agreements and guide clients through sign-up.
• Maintain follow-up with prospective clients and track communications in the intake system.
• Develop relationships with referral partners and intake professionals at other firms.

Skills

Communication skills

Client service orientation

Relationship building

Lead management

Intake interviewing

Attention to detail

Empathy

Tools

LeadDocket

Filevine

Job description

Join a Growing, Client-Focused Firm – Personal Injury Intake Specialist Opportunity in Springfield or Dublin Ohio!

Aspen Careers is partnering with an established and expanding personal injury law firm to identify an experienced Personal Injury Intake Specialist. This is a unique opportunity for someone who combines legal knowledge with exceptional communication, relationship-building, and client service skills.

As the first point of contact for prospective clients, you’ll play an important role in both the client experience and the continued growth of the firm. You’ll speak with individuals who are often navigating stressful or difficult circumstances, gather and evaluate key information, identify promising cases, coordinate attorney involvement when needed, and help qualified clients take the next step toward representation.

This is not a traditional paralegal position. It is an opportunity for someone who genuinely enjoys intake, client interaction, case screening, and relationship development and wants to take ownership of this function as the firm continues to grow.

Job Title: Personal Injury Intake Specialist

Location: Springfield, OH | In-office preferred

Dublin, OH may be considered for the right candidate

Why You Should Apply:

• Take ownership of a critical, client-facing role and serve as the firm’s first impression for prospective clients
• Manage incoming leads from phone calls, website inquiries, emails, texts, and other sources
• Conduct detailed intake conversations to gather the information needed to evaluate potential cases
• Help identify qualified personal injury matters and coordinate attorney review when appropriate
• Work toward a “one-call close” by sending electronic engagement agreements to qualified prospective clients during the initial conversation
• Proactively follow up with potential clients and ensure promising leads do not fall through the cracks
• Build relationships with prospective clients through empathy, responsiveness, and exceptional service — even when the firm ultimately cannot handle their matter
• Assist callers with referrals to trusted attorneys and firms when their legal needs fall outside the firm’s practice areas
• Grow into a highly autonomous role with the opportunity to help strengthen the firm’s intake processes and referral relationships
• Join a growing firm that views intake as an important client relationship and business development function, not simply an administrative role

The Ideal Candidate:

• Previous experience working in a personal injury law firm strongly preferred
• Prior legal intake, client intake, case screening, client service, or similar experience preferred
• Candidates with transferable intake experience from other legal practice areas may also be considered
• Familiarity with the personal injury client experience, including communicating with individuals dealing with injury, loss, uncertainty, and stressful circumstances
• Confident, outgoing, and comfortable guiding conversations with prospective clients
• Excellent listener who knows how to ask thoughtful follow-up questions and identify important details
• Strong sense of urgency and willingness to proactively follow up with prospective clients
• Self-sufficient, driven, organized, and comfortable taking ownership of responsibilities
• Able to think quickly, use sound judgment, and recognize when a potential matter needs immediate attorney involvement
• Patient and empathetic while also comfortable communicating difficult news professionally
• Comfortable with the client-development and conversion aspect of the position
• Able to maintain professionalism with every caller regardless of whether the firm can ultimately assist them
• Technologically comfortable; experience with LeadDocket or Filevine is a plus
• Looking to build expertise and grow within intake and client development, rather than using the role as a transition into paralegal work

What You’ll Do:

• Respond promptly to prospective clients and new leads
• Conduct client intake interviews and accurately document information in LeadDocket
• Gather details necessary to identify the legal issue and evaluate potential personal injury claims
• Recognize high-priority matters and quickly connect appropriate cases with an attorney
• Facilitate electronic fee agreements and help qualified prospective clients complete the sign-up process
• Maintain consistent follow-up with prospective clients who have not yet been reached or signed
• Track all communication and activity accurately within the firm’s intake system
• Monitor pending and under-review matters and coordinate follow-up with attorneys
• Help facilitate referrals for legal matters the firm does not handle
• Follow up with referral partners to ensure prospective clients receive appropriate assistance
• Provide a professional, compassionate, and responsive experience from the very first interaction
• As you grow in the role, help develop relationships with referral partners and intake professionals at other law firms

About the Firm:

• Established personal injury practice with multiple Ohio offices and continued growth
• Attorneys are supported by an experienced legal team
• Growing intake function designed to provide prospective clients with responsive, high-quality service
• Known for a close-knit, low-turnover, and team-oriented culture
• Committed to helping callers find the right resources even when the firm cannot personally handle their legal matter
• Focused on client service, efficiency, relationship-building, and long-term growth

What’s in it for You?

• Competitive hourly compensation based on experience, who can independently take ownership of the role
• 401(k) with firm match
• Health insurance
• Generous PTO
• Paid holiday time, including the firm’s year-end office closure
• Holiday and year-end bonus opportunities
• Potential for future performance-based incentive opportunities
• Long-term opportunity to grow with an expanding intake department
• Ability to make the role your own and become a key contributor to the firm’s continued growth

Join a firm that values growth, relationships, collaboration, and your future!