Job Opportunity: Legal Intake Specialist
About the Company
We are a leading personal injury law firm in Santa Ana dedicated to advocating for injured clients through their recovery journey. Our practice focuses on representing victims of vehicle accidents (car, motorcycle, and trucking), pedestrian injuries, premises liability cases, and dog bite incidents.
Position Overview
We are seeking an experienced Intake Specialist to handle new case inquiries, conduct thorough screenings, and provide outstanding support to potential clients . The ideal candidate will bring 2+ years of personal injury experience and share our commitment to client advocacy. This role is perfect for a detail-oriented professional who thrives in a technology-driven, paperless environment and excels at both communication and interpersonal skills while contributing to firm success.
Essential Duties & Responsibilities
- Answer inbound calls, emails, and online inquiries promptly and professionally.
- Conduct detailed client pre-screens to determine case eligibility based on firm criteria.
- Gather and organize all necessary documentation during the intake process, including photos, medical records, insurance information, police reports, and relevant correspondence.
- Accurately input and maintain all case information in the case management system with high attention to detail.
- Sign eligible cases that meet the firm’s criteria and complete full onboarding within the case management system to ensure case managers can begin work immediately.
- Clearly explain the intake process, next steps, and required documentation to potential clients.
- Schedule consultations and follow-up as needed to keep leads active and moving forward.
- Conduct weekly meetings with management to review new leads, pending intakes, conversion outcomes, and any barriers to sign-on.
- Assist with referrals by reviewing incoming referral cases, sending referrals to appropriate parties, and following up to ensure timely handling.
- Maintain consistent follow-up with leads until a final determination is made.
- Collaborate with attorneys and case managers for smooth transition of newly onboarded cases.
Required Qualifications
- Minimum 2 years' experience in the Personal Injury field, or equivalent role
- Strong background in professional services (legal, insurance, or healthcare)
- Fluency in Spanish
Required Competencies
- Outstanding written and verbal communication skills
- Exceptional organizational and time management abilities
- Strong leadership and team management skills
- Ability to handle confidential information with discretion
- Strong attention to detail and accuracy
- Proficiency in prioritizing urgent tasks
- Ability to maintain composure under pressure
- Adaptability to changing priorities
- Professional demeanor and office etiquette
Preferred Qualifications
- Bachelor's degree
- Experience with FileVine case management software
- Background in insurance claims
Our firm offers a collaborative work environment focused on client service excellence and professional growth. We utilize advanced technology and streamlined systems to maximize efficiency and case outcomes.
Job Type: Full-time
Schedule:
- 8 hour shift
- Monday to Friday
- Weekends as needed
Work Location: Remote
Benefits:
- (Discretionary) Paid time off
- Work from home
Experience:
- Personal injury law: 1 year (Preferred)
Language:
Job Type: Full-time
Pay: $136.00 - $160.00 per hour
Expected hours: 40.0 per week
Work Location: Remote
