WeekendsOnly Legal Intake Specialist

Earley Law Group; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a compassionate Legal Intake Specialist to join their supportive team. This role involves fielding calls from potential clients during evenings and weekends, guiding them through the intake process with empathy and professionalism. Ideal candidates will possess strong bilingual communication skills and a passion for helping others. The firm offers training and resources to ensure your success, making this an excellent opportunity for those eager to make a difference in clients' lives. If you're ready to contribute to a dedicated legal team, apply today!

Qualifications

• Must be bilingual in English and Spanish with strong customer service skills.
• Experience in personal injury is a plus but not required.

Responsibilities

• Answer incoming calls, gather information, and enter details into the lead management system.
• Evaluate client inquiries and maintain accurate records in compliance with legal regulations.

Skills

Bilingual (English-Spanish)

Customer Service

Communication Skills

Organizational Skills

Problem-solving Skills

Multitasking

Empathy

Education

High School Diploma

Background in Legal or Insurance Industry

Tools

Microsoft Office (Excel/Word/PowerPoint)

LeadDocket

VineSign

Filevine

Job description

Our law office is growing and we’re searching for a legal intake specialist to help us succeed outside regular office hours! You’ll serve as the compassionate voice of our law firm during evenings and weekends, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases. The Legal Intake Specialist plays a crucial role in the Intake Department, managing the entire lead process from initial contact to client sign-up for all incoming prospective clients with new case inquiries. This position is an excellent opportunity for a highly driven and enthusiastic candidate who shares our vision, passion, and dedication to serving all potential new clients quickly, efficiently, and professionally. We’ll provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. If you have prior customer service experience, great communication and lead management skills, and a passion for helping others, apply today!

Responsibilities:

1. Answer all incoming potential client (PNC) calls as soon as possible, gather relevant information regarding a client’s potential case, and accurately enter details into the lead management system.
2. Gather details regarding facts, injuries/damages, liability, and insurance coverage to determine the veracity of potential cases.
3. Communicate with clients via phone, text, and email to gather and follow up on case information and evidence.
4. Communicate with attorneys about whether to accept a PNC's case in a timely manner and record the source/origination of all calls received.
5. Perform case-related administrative duties, such as organizing case files, scanning, filing, mailings, and managing a multi-line phone system.
6. Process new client onboarding, establish client files through data entry and paperwork collection, and open all new cases promptly and accurately in case management software.
7. Prepare accurate and error-free documents in a timely manner and ensure all client interactions reflect the high standards and core values of the Earley Law Group.
8. Build professional relationships with providers, clients, and teammates, maintaining professionalism and composure when interacting with all employees.
9. Evaluate prospective client inquiries and phone calls, analyze their case fit, and ensure they feel seen and heard.
10. Assist in training new team members as required and participate in continuous improvement initiatives to enhance the intake process.
11. Maintain thorough and accurate records in compliance with company policies and legal regulations, handling every matter confidentially.

Qualifications:

1. Must be bilingual English-Spanish.
2. Exhibit a passion for helping the customers we serve.
3. Previous experience in customer service or sales preferred.
4. Personal injury experience is a plus but not required.
5. Strong computer skills, including proficiency with Microsoft Office products (Excel/Word/PowerPoint) and internet usage.
6. Excellent customer service, communication, and organizational skills.
7. Ability to prioritize workload and multitask in a fast-paced environment while maintaining attention to detail.
8. Strong problem-solving skills and the ability to think critically.
9. Ability to work independently and as part of a team.
10. High level of empathy and understanding when dealing with clients in distress.
11. Commitment to maintaining confidentiality and professional ethics.
12. Adapt quickly to changing priorities and demands, maintaining a high level of productivity and accuracy.
13. Foster a positive and collaborative work environment, contributing to the overall success of the team.
14. Background in the legal or insurance industry preferred.
15. Firm knowledge of spreadsheet and data management.
16. Experience with LeadDocket, VineSign, and Filevine is a plus.

Compensation: $10 hourly