Intake Specialist
About this role
In this role, you will conduct detailed intake interviews, gather essential case information, and ensure an excellent client experience while accurately documenting all data.
You help prospective clients begin their legal journey by collecting key information and routing cases to the appropriate legal team.
Only candidates residing in Latin America will be considered.
Responsibilities
Act as the first point of contact for prospective clients via phone, email, and online platforms, with an emphasis on personal injury inquiries.
Conduct detailed intake interviews to collect legal, personal, and incident-related information from potential personal injury clients.
Accurately enter and manage client data in the intake management system while maintaining confidentiality.
Evaluate client inquiries to determine case eligibility and next steps, ensuring timely follow‑up and routing to the appropriate legal professionals.
Provide clear, empathetic information about the legal intake process, timelines, and services offered.
Support attorneys and legal teams by ensuring that client data is complete and well‑organized for review.
Maintain professionalism and confidentiality in all client interactions, especially given the sensitive nature of personal injury matters.
Responsibilities
High school diploma or equivalent required; legal or related coursework is a plus.
1+ years of experience in client service, customer care, intake, call center, or administrative roles (experience with legal or personal injury intake preferred).
Excellent written and verbal communication skills with a professional and empathetic approach.
Strong organization, time management, and multitasking abilities.
Proficiency with office software (Microsoft Office, Google Workspace) and the ability to learn legal or intake management tools quickly.
Ability to maintain strict data confidentiality and professionalism in handling sensitive personal and legal information.
Originally posted on Himalayas