Legal Intake Specialist – Personal Injury

Role Overview

• Respond to incoming inquiries via phone, web forms, and chat in real time.
• Conduct concise (5–8 minute), compassionate discovery calls to gather essential case details.
• Apply proprietary scripts and strict qualification criteria to determine case fit.
• Perform live warm transfers to partner legal teams or schedule callbacks for qualified leads.
• Accurately document all caller information and case details in Salesforce.
• Manage follow-ups for pending leads, maintaining an organized pipeline.

Requirements

• Strong English communication skills (C1 level), both verbal and written.
• Fully bilingual, fluent in both English and Spanish.
• At least 1 year of experience in a high-volume call center, customer service, or medical/legal office environment.
• Exceptional verbal communication skills with the ability to mirror a caller’s tone, demonstrate empathy, and build rapport quickly.
• Sales-minded approach focused on educating callers and guiding them toward taking action on their personal injury matter.
• Tech-savvy and comfortable typing 45+ WPM while speaking with callers and navigating multiple software platforms simultaneously.

Benefits

• Performance based incentives
• 100% remote work environment
• 6 paid time-off (PTO) days per year