Intake Specialist – Personal Injury Firm

at  Batta Fulkerson Law Group

JOB SUMMARY:

The Intake Specialist is the first point of contact for potential clients in a personal injury law firm. This role involves gathering critical information from prospective clients, assessing the merits of their cases, and coordinating with attorneys to determine the next steps. The Intake Specialist plays a vital role in the firm’s client acquisition process, ensuring that only viable cases are pursued while providing empathetic and professional support to individuals seeking legal assistance.

QUALIFICATIONS:

• Education: High school diploma or equivalent required; associate’s or bachelor’s degree in a related field such as legal studies, communications, or business is preferred.
• Experience: Previous experience in a legal environment, customer service, or medical field is highly desirable.
• Skills:
• Strong communication and interpersonal skills.
• Ability to gather and assess information accurately and efficiently.
• High level of organization and attention to detail.
• Proficiency in using case management software and other office tools.
• Ability to handle sensitive information with discretion and maintain confidentiality.
• Excellent customer service skills with a compassionate and patient demeanor.
• Bilingual (Spanish/English) skills are a plus, depending on the firm’s client base.

• Client Interaction: Serve as the primary contact for potential clients, answering inquiries and providing information about the firm’s services.
• Case Assessment: Conduct initial interviews with prospective clients to gather detailed information about their injury, accident circumstances, and potential legal claims.
• Documentation: Collect and organize relevant documents such as medical records, accident reports, and witness statements to support the intake process.
• Data Entry: Accurately input client information and case details into the firm’s case management system.
• Case Screening: Evaluate the viability of potential cases based on the information gathered and firm guidelines, and refer qualified cases to attorneys for further review.
• Follow-Up: Maintain regular communication with prospective clients during the intake process, ensuring all necessary information is obtained and providing updates on case status.
• Collaboration: Work closely with attorneys, paralegals, and other staff to ensure a smooth transition from intake to case management.
• Customer Service: Provide empathetic and professional support to individuals during what may be a stressful and challenging time in their lives.
• Compliance: Ensure that all client interactions and data handling comply with legal and ethical standards.