Intake Specialist, Resume

• Serve as a trusted first point of contact for prospective clients reaching the firm through inbound calls, online inquiries, and referrals
• Conduct structured case screenings for motor vehicle accidents, rideshare accidents, premises liability, slip-and-fall incidents, dog bites, and elder abuse or neglect matters
• Gather incident details, injuries, medical treatment, potential liability, insurance coverage, and other information needed for case evaluation
• Apply intake criteria to identify potentially viable, high-value, urgent, or complex matters and escalate them to the appropriate legal team members
• Build rapport with prospective clients, communicate with empathy, and explain the intake process clearly
• Follow up with pending leads, obtain missing information, and help qualified prospects progress toward engagement with the firm
• Maintain accurate intake records, call logs, case notes, and follow-up activity in Litify
• Coordinate handoffs to attorneys, case managers, investigators, and other internal teams
• Protect confidential client information by following privacy, documentation, and escalation procedures
• Contribute to intake team goals for responsiveness, documentation accuracy, follow-up completion, and prospective-client conversion

• 1-3 years of experience in personal injury intake, legal intake, or a comparable high-volume client intake environment, including direct personal injury intake experience
• Working knowledge of U.S. plaintiff-side personal injury matters, including auto accidents, premises liability, slip-and-fall cases, dog bites, and similar claims
• Professional proficiency in both English and Spanish, with the ability to conduct sensitive client conversations confidently in both languages
• Ability to conduct structured intake interviews, ask effective follow-up questions, and accurately document injuries, treatment, liability, insurance, and incident details
• Experience handling a high volume of inbound inquiries and completing timely follow-up with prospective clients
• Strong data-entry accuracy, organization, active listening, and professional telephone communication skills
• Availability to work an assigned Pacific Time schedule, including potential weekend shifts as part of Monday-Sunday coverage
• Experience using Litify, Filevine, PracticePanther, or a comparable legal case management platform; direct Litify experience is especially valuable
• Previous experience supporting a California-based personal injury law firm
• Familiarity with lead conversion, signed-client acquisition, and intake KPIs such as response time, follow-up completion, accuracy, and conversion
• Experience recognizing potentially high-value or time-sensitive personal injury matters for attorney review
• Legal studies, related legal training, or familiarity with HIPAA and California privacy requirements

• Remote workplace