Lead initial consultations that build trust and clarity for prospective clients from the first call
Assess personal injury and workers’ compensation claims for legal merit, risk, and fit against firm criteria
Review intake notes, incident details, medical records, and supporting documents to determine case viability
Provide practical, plain-language guidance on rights, expectations, timelines, and next steps
Recommend initial case strategy and identify the most appropriate legal pathway early
Partner with intake staff to ensure complete, accurate case information and a seamless client handoff
Make timely accept/decline decisions and clearly document rationale in the case management system
Drive follow-up that supports client retention and smooth onboarding without sacrificing quality
Support the intake team in addressing common concerns and objections during the decision process
Share insights on intake trends and process gaps to continuously improve quality and conversion

Juris Doctor (J.D.) from an accredited law school
Active license to practice law (in good standing)
Strong knowledge of personal injury and/or workers’ compensation fundamentals
Confident client-facing communication skills (you can explain complex topics simply and calmly)
Strong legal judgment and decision-making ability with comfort making accept/decline calls
Organized, detail-oriented documentation habits in a case management system
Ability to work efficiently with urgency while maintaining accuracy and professionalism
1+ year of personal injury and/or workers’ compensation experience
Experience reviewing medical records and incident reports at intake
Comfort collaborating with Client Advocates, Case Managers, and Legal Assistants in a structured workflow
Familiarity with outcomes-based or accountability-driven operating environments

Intake Attorney – LATAM

Key skills