PI Intake Specialist: Client-First & Detail-Driven

Corvia Consulting; Houston (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Corvia Consulting is seeking an experienced Intake Specialist for our Houston, TX office. The role serves as the first contact for potential clients, gathering information to start their personal injury case and delivering excellent customer service.

The position requires at least 2 years of intake experience in a personal injury law firm, strong communication, organization, and data-entry skills. In-office work in Houston, TX, full-time employment, and collaboration with attorneys and staff are

Qualifications

• Minimum of 2 years intake experience in a personal injury law firm (required).
• Personal injury law experience is required.
• Strong understanding of the personal injury intake process.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Detail-oriented with accurate data entry skills.
• Professional phone etiquette.
• Proficient with Microsoft Office and case management software.
• Ability to work in a fast-paced office environment.

Responsibilities

• Answer incoming calls from potential clients and gather detailed case information.
• Conduct client intake interviews with professionalism and empathy.
• Schedule consultations and appointments.
• Enter and maintain accurate client information in the case management system.
• Follow up with prospective clients as needed.
• Communicate with attorneys and staff regarding new case intakes.
• Maintain confidentiality while handling sensitive information.
• Provide exceptional customer service throughout the intake process.

Skills

Communication skills

Organizational skills

Attention to detail

Phone etiquette

Customer service

Tools

Microsoft Office

Case management software

Job description

Corvia Consulting is seeking an experienced Intake Specialist for our Houston, TX office. The role serves as the first contact for potential clients, gathering information to start their personal injury case and delivering excellent customer service.

The position requires at least 2 years of intake experience in a personal injury law firm, strong communication, organization, and data-entry skills. In-office work in Houston, TX, full-time employment, and collaboration with attorneys and staff are