Coda Search│Staffing
Legal Intake Specialist
Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists handle all inbound inquiries—via phone, web form, email, or live chat—and guide prospective clients from the first interaction through a seamless retainer agreement sign‑up process. By demonstrating professionalism, empathy, and urgency, they build trust and lay the foundation for the legal journey ahead. Key Responsibilities
Client Engagement:
Deliver best‑in‑class service during initial interactions, ensuring clients feel heard and supported. Claim Setup:
Initiate and complete the intake process and assist with the client sign‑up of a retainer agreement. Information Gathering:
Collect detailed, relevant information about the potential claim to confirm eligibility and qualify injury claims using defined criteria. Data Accuracy:
Gather detailed and complete claim‑related information with precision. Service Excellence:
Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties. Process Guidance:
After sign‑up, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals, and attorneys. Candidate Requirements
Sales & Customer Service Experience:
Proven ability to engage with prospective clients professionally and guide them through retainer agreement sign‑up. Professional Telephone Etiquette:
Clear, courteous, and proactive communication style. Active Listening & Communication Skills:
Strong verbal and interpersonal abilities to understand and respond effectively. Written Communication:
Excellent grammar, spelling, and punctuation. Organizational Skills:
Strong time‑management, task prioritization, and process‑oriented mindset. Multitasking:
Comfortable managing multiple inquiries and responsibilities simultaneously. Team Collaboration:
Works well independently and within a team; collaborates with attorneys, paralegals, and administrative staff. Adaptability & Flexibility:
Thrives in dynamic, fast‑paced, high‑volume environments. Emotional Intelligence:
Self‑awareness, self‑regulation, motivation, empathy, and social skills. Preferred Qualifications
Sales and/or sign‑up center experience (a plus) Contact center/call center experience (a plus) Law firm or legal industry experience (a plus) Insurance, healthcare, and medical administration experience (a plus) Familiarity with CRM systems (Salesforce), VoIP software, and electronic signature software College degree (preferred but not required) Compensation
Base salary: $52,500 per year (additional $3,000 if you pass a Spanish assessment). Incentives and bonuses are available. Other benefits include paid time off, 401(k), and company culture events. Senior Level
Associate Employment Type
Full‑time Job Function
Legal Industries: Legal Services and Law Practice #J-18808-Ljbffr
Legal Intake Specialists are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists handle all inbound inquiries—via phone, web form, email, or live chat—and guide prospective clients from the first interaction through a seamless retainer agreement sign‑up process. By demonstrating professionalism, empathy, and urgency, they build trust and lay the foundation for the legal journey ahead. Key Responsibilities
Client Engagement:
Deliver best‑in‑class service during initial interactions, ensuring clients feel heard and supported. Claim Setup:
Initiate and complete the intake process and assist with the client sign‑up of a retainer agreement. Information Gathering:
Collect detailed, relevant information about the potential claim to confirm eligibility and qualify injury claims using defined criteria. Data Accuracy:
Gather detailed and complete claim‑related information with precision. Service Excellence:
Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties. Process Guidance:
After sign‑up, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals, and attorneys. Candidate Requirements
Sales & Customer Service Experience:
Proven ability to engage with prospective clients professionally and guide them through retainer agreement sign‑up. Professional Telephone Etiquette:
Clear, courteous, and proactive communication style. Active Listening & Communication Skills:
Strong verbal and interpersonal abilities to understand and respond effectively. Written Communication:
Excellent grammar, spelling, and punctuation. Organizational Skills:
Strong time‑management, task prioritization, and process‑oriented mindset. Multitasking:
Comfortable managing multiple inquiries and responsibilities simultaneously. Team Collaboration:
Works well independently and within a team; collaborates with attorneys, paralegals, and administrative staff. Adaptability & Flexibility:
Thrives in dynamic, fast‑paced, high‑volume environments. Emotional Intelligence:
Self‑awareness, self‑regulation, motivation, empathy, and social skills. Preferred Qualifications
Sales and/or sign‑up center experience (a plus) Contact center/call center experience (a plus) Law firm or legal industry experience (a plus) Insurance, healthcare, and medical administration experience (a plus) Familiarity with CRM systems (Salesforce), VoIP software, and electronic signature software College degree (preferred but not required) Compensation
Base salary: $52,500 per year (additional $3,000 if you pass a Spanish assessment). Incentives and bonuses are available. Other benefits include paid time off, 401(k), and company culture events. Senior Level
Associate Employment Type
Full‑time Job Function
Legal Industries: Legal Services and Law Practice #J-18808-Ljbffr