Herman & Wells
You’ll be the first person new clients speak to when they reach out for help. As a Legal Intake Specialist, you’ll guide them through the first steps of their case, manage the sign‑up process, and make sure every new client feels supported and heard.
You’ll have an opportunity to work in a fast‑moving environment, speak with potential clients, work closely with attorneys, and improve how we bring new clients into the firm. Your role will directly shape the client experience and help people in tough situations feel understood and cared for.
About Us We are a litigation‑focused law firm specializing in representing plaintiffs in personal injury and first‑party insurance cases. We stress client empowerment, the careful preparation of cases, and being able and willing to take every case to trial.
We treat each other with the same empathy we show clients. We only wear suits when we have to. And we help each other every day to thrive and grow.
About You You are empathetic and a great listener, making clients feel at ease from the first call. You love problem‑solving and staying organized, handling multiple tasks without missing details. You have at least one year of experience in phone‑based sales or legal intake, where you have guided people through decisions, handled objections, and successfully converted leads into clients. Experience with CRM software or data entry is a plus.
Responsibilities
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team to help grow our prospective client base
Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak
Qualifications
Proficiency with Microsoft Office products, especially Microsoft Excel
Strong computer and data entry skills
Previous experience with CRM and case management software is desired
Possesses outstanding communication skills and a sense of empathy
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You’ll have an opportunity to work in a fast‑moving environment, speak with potential clients, work closely with attorneys, and improve how we bring new clients into the firm. Your role will directly shape the client experience and help people in tough situations feel understood and cared for.
About Us We are a litigation‑focused law firm specializing in representing plaintiffs in personal injury and first‑party insurance cases. We stress client empowerment, the careful preparation of cases, and being able and willing to take every case to trial.
We treat each other with the same empathy we show clients. We only wear suits when we have to. And we help each other every day to thrive and grow.
About You You are empathetic and a great listener, making clients feel at ease from the first call. You love problem‑solving and staying organized, handling multiple tasks without missing details. You have at least one year of experience in phone‑based sales or legal intake, where you have guided people through decisions, handled objections, and successfully converted leads into clients. Experience with CRM software or data entry is a plus.
Responsibilities
Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team to help grow our prospective client base
Book consultations for prospective clients with our lawyers to expand our caseload and ensure meeting schedules are accurate
Screen incoming potential client phone calls to make sure the case falls within the scope of the firm, while helping the caller feel heard and understood
Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure our firm is running at peak
Qualifications
Proficiency with Microsoft Office products, especially Microsoft Excel
Strong computer and data entry skills
Previous experience with CRM and case management software is desired
Possesses outstanding communication skills and a sense of empathy
#J-18808-Ljbffr