Intake Specialist

Project Growth; Cape Town; Remote; ZAR 50 000 - 200 000; Full time

Job summary

A legal support firm is seeking an Intake Specialist to conduct empathetic client intake interviews for personal injury cases. In this fully remote role, you will gather essential details and coordinate with the legal team while ensuring a compassionate approach. Candidates should possess at least 2 years of experience in client intake or customer service, with fluency in both Spanish and English. This position is vital in helping injury victims begin their legal journey.

Qualifications

• 2+ years of experience in client intake, customer service, or legal support preferred.
• Bilingual fluency in Spanish and English, both spoken and written.
• Excellent listening skills with the ability to remain calm and empathetic.
• Strong attention to detail and accurate documentation skills.

Responsibilities

• Conduct detailed intake interviews to assess potential personal injury claims.
• Communicate clearly with potential clients and explain next steps.
• Follow up on pending leads and maintain contact until a decision is reached.
• Participate in weekly team meetings and provide feedback on processes.

Skills

Client intake experience

Bilingual in Spanish and English

Excellent listening skills

Strong attention to detail

Tech-savvy with software

Job description

Location

Fully Remote (Work from Home)

Hours

9:00 AM – 5:00 PM CST

Key Responsibilities

Client Intake & Qualification

Client Intake & Qualification :

Serve as the first voice clients hear—build rapport quickly and compassionately with injury victims and their families.

Conduct detailed, empathetic intake interviews over the phone to assess potential personal injury claims.

Gather key facts regarding liability, insurance, and damages, and input accurate data into the case management system.

Determine whether prospective clients meet case criteria based on firm guidelines, training, and attorney input.

Communication & Case Coordination

Communicate clearly and professionally in both English and Spanish.

Explain next steps and firm processes to potential clients, ensuring a smooth handoff to the legal team.

Follow up on pending leads and maintain contact until a decision is reached.

Coordinate with attorneys and legal assistants to expedite urgent or viable cases.

Collaboration & Continuous Learning

Participate in weekly team meetings and coaching sessions with intake leadership.

Provide feedback on trends, objections, and potential process improvements.

Adapt quickly to changes in intake scripts, procedures, and software.

Qualifications

2+ years of experience in client intake, customer service, or legal support preferred; experience in personal injury law is a strong plus.

Bilingual fluency in Spanish and English, both spoken and written.

Excellent listening skills with the ability to remain calm and empathetic in high-stress situations.

Strong attention to detail with the ability to document conversations and data accurately.

Tech-savvy : Comfortable using case management software, VoIP systems, and CRM tools.

What Success Looks Like

Quickly builds trust with potential clients and helps convert qualified leads into signed cases.

Accurately identifies red flags and urgent issues during intake, leading to better case selection and reduced attorney screening time.

Maintains detailed records and follows firm procedures without sacrificing compassion or clarity.

Demonstrates consistent professionalism, empathy, and bilingual communication in every interaction.

Opportunity

This is more than just a job—it's a chance to help people at one of the most difficult moments in their lives.

As an Intake Specialist, you'll be on the frontlines of justice, helping injury victims start their legal journey.

If you are passionate about helping others, fluent in Spanish and English, and thrive in a fast‑paced legal environment, we invite you to join and grow with the team.

Application Process

To be considered for this role these steps need to be followed:

Fill in the application form
Record a video showcasing your skill sets