Intake Specialist-Personal Injury Law Firm

About Anderson Injury Lawyers

Our growing personal injury law firm is seeking a dedicated and detail-oriented Intake Specialist to serve as the first point of contact for potential clients. This role is essential in creating a strong first impression and ensuring an efficient intake process. The Intake Specialist will be responsible for gathering critical information, assessing the viability of cases, and ensuring a smooth transition to legal teams.


Key Responsibilities


Client Communication

  • Handle incoming calls, emails, and inquiries from potential clients in a professional and empathetic manner.
  • Conduct initial client interviews to gather information about the nature of their personal injury cases.

Case Evaluation

  • Assess the viability of potential cases by gathering relevant details about the incident, injuries, and potential liability.
  • Work closely with legal teams to provide comprehensive case summaries for evaluation.

Information Gathering

  • Accurately collect and document client information, including personal and incident-specific details.
  • Ensure accuracy and completeness of information for case evaluation.

Client Education

  • Explain legal processes, expected timelines, and firm services to prospective clients.
  • Address initial inquiries and set appropriate expectations for the legal process.

Appointment Scheduling

  • Coordinate consultations between potential clients and attorneys.
  • Manage the calendar to optimize attorney availability and efficiency.

Database Management

  • Input and maintain accurate client records in the firm’s case management system.
  • Regularly update client interaction notes to reflect current status.

Follow-up & Lead Management

  • Perform timely follow-ups to collect additional info or answer client questions.
  • Monitor and track leads to ensure consistent movement through the intake process.




Qualifications

  • Prior experience in client intake or customer service (legal environment preferred).
  • Excellent communication and interpersonal skills.
  • Compassionate and professional demeanor when interacting with clients.
  • Strong attention to detail and organizational skills.
  • Familiarity with personal injury law and legal processes is a plus.




Performance Expectations

To thrive in this role, the Intake Specialist is expected to:

  • Consistently meet or exceed KPIs related to intake volume, accuracy, and follow-up response time.
  • Maintain a high level of professionalism and empathy in all client interactions.
  • Support the firm’s mission of providing outstanding legal service from the very first contact.

Compensation: $23 Hourly


Benefits:

  • Health, Dental & Vision Insurance
  • 401(k) with company match – immediate enrollment eligible
  • Paid Time Off & Paid Holidays
  • Free Gym Membership

Marketing

Fort Worth, TX

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