Legal Intake Specialist

We are a fast-growing plaintiff-side Lemon Law firm seeking a highly motivated Legal Intake Specialist to serve as the first point of contact for prospective clients. This is a critical, revenue-driving role focused on delivering an excellent client experience while converting qualified leads into signed clients.

As a Legal Intake Specialist, you will be the first point of contact for potential clients seeking assistance with Lemon Law cases. You will play a critical role in gathering essential information, assessing the viability of cases, and providing excellent customer service. The ideal candidate will have strong communication skills, a proven capacity to quickly assess client issues, and the ability to handle a fast-paced, high-volume environment.

Requirements

• Handle inbound calls, emails, and online inquiries from potential clients regarding Lemon Law matters, delivering a responsive, professional, and high-quality intake experience.
• Communicate with clients to explain the firm's services, intake process, and potential case outcomes, while building trust, instilling confidence, and converting qualified leads into signed clients.
• Collect and document detailed information from clients about their vehicle, repair history, and other relevant case details.
• Assess the validity of potential Lemon Law cases and determine if they meet the firm's criteria for further legal action.
• Schedule consultations or follow-up calls with attorneys for qualified clients.
• Maintain accurate records of client interactions in the CRM system.
• Collaborate with attorneys and paralegals to ensure a smooth transition of qualified cases.
• Follow up with potential clients to answer any additional questions and provide updates on their case status.

Qualifications:

• Minimum of 1 year experience in a legal intake, customer service, or call center role, preferably in a law firm environment.
• Fluency in Spanish is a plus.
• Knowledge of Lemon Law or consumer protection law is a plus.
• Strong interpersonal and customer service skills, and the ability to build rapport with potential clients.
• Detail-oriented with the ability to accurately document client information.
• Proficient in using CRM systems and office software.
• Comfortable working in a fast-paced and high-volume environment.
• Demonstrates a positive, team-oriented attitude, with a willingness to receive feedback and continuously improve.

Benefits

• 401(k)
• Dental insurance
• Free parking
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance