Legal Intake Specialist
About the job
- Have 5+ years of experience in client-facing intake or sales roles, ideally in legal services.
- Be bilingual in English and Spanish.
- Be able to build trust quickly through communication.
- Lead conversations with empathy while maintaining control of the call.
- Stay calm and focused under pressure.
- Be able to multitask in a fast-paced environment.
- Be able to help people understand how a lawyer can best assist them using a soft-sales approach.
- Answer inbound calls for multiple law firms with empathy and professionalism.
- Qualify cases and confirm eligibility using defined criteria and an understanding of personal injury cases.
- Guide clients through the sign-up process and secure retainers.
- Hand off cases to attorneys and lead paralegals with complete and accurate information.
- Maintain responsiveness to build trust with every partner.
- Experience in legal services is ideal.
About the company
Finch Legal provides administrative support and AI-powered tools to personal injury law firms, helping them scale their practices. It combines elite paralegal services with next-generation AI to streamline pre-litigation and case management, enabling firms to handle more cases and reach faster resolutions. The product works through a pay-for-work model with flexible options, including settlement-based payments, so clients can control costs without maintaining full-time staff. Security is a priority, with SOC 2 compliance and closed-loop large language models to protect client data. Finch Legal differentiates itself by offering targeted, outcome-focused support for personal injury firms, secure AI tools, and cost-efficient, flexible billing. Its goal is to empower firms to serve more clients with better results while growing their practices efficiently.
Company Size
51-200
Company Stage
Series A
Total Funding
$20M
Headquarters
New York City, New York
Founded
2024
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Simplify's Take
What believers are saying
- October 2026 case studies show 10x growth, 93% call success, and 15,000 monthly calls.
- Thompson Law opened Ohio, Illinois, and Pennsylvania in five months using Finch.
- Finch raised $20 million on October 15, 2025 from Redpoint and Sequoia.
What critics are saying
- October 2026 growth depends on a few fast-scaling PI firms and their case volumes.
- A records or claims error can trigger malpractice claims, client churn, and bar scrutiny.
- Thompson Law or Simon Law could internalize Finch workflows within twelve months.
What makes Finch Legal unique
- Finch embeds paralegals with proprietary AI, not software alone, in personal injury workflows.
- October 2026 case studies show same-day proposals and intake-to-demand execution across multiple states.
- Finch combines human legal operators and closed-loop AI for pre-litigation tasks firms outsource.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Retirement Plan
- Hybrid Work Options
- Meal Benefits