Intake Specialist

We are looking for a detail-oriented and client-focused Intake Specialist to join our team. In this role, you will be the first point of contact for prospective clients, ensuring a smooth onboarding experience while gathering and managing critical case information.

Responsibilities:

• Serve as the first point of contact for prospective clients

• Conduct intake interviews and collect all required information

• Accurately document client details in CRM and intake systems

• Explain company processes, timelines, and next steps clearly

• Verify documentation and follow up on missing information

• Schedule consultations and appointments

• Maintain confidentiality and professionalism at all times

• Escalate urgent or complex matters as needed

• Support client onboarding and account setup

• Keep organized intake records and communication logs

Requirements:

• Personal Injury intake experience (required)

• Experience working with U.S. law firms (required)

• Near-native / C2 English proficiency (written and verbal)

• Excellent professional communication and interpersonal skills

• Experience communicating with clients or external stakeholders

• Strong attention to detail and accuracy

• Excellent time management, organization, and prioritization skills

• Ability to work independently and meet deadlines

• Strong multitasking skills in fast-paced environments

• Problem-solving, analytical thinking, and adaptability

• Ability to maintain confidentiality and professionalism

• Experience with U.S.-based clients or companies (preferred)

• Background in Personal Injury or Workers’ Compensation (preferred)

• Familiarity with legal, medical, insurance, or claims processes

• Experience managing case files and client documentation

• Experience with case management systems (Casepeer, Filevine, Clio, or similar)

• Ability to follow SOPs, workflows, and compliance requirements