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Operationary

Legal Intake Specialist - Personal Injury

Account ExecutivePosted on Nov 11
Full-timeLas Vegas, NV, USA

About the Job

Requirements

  • Demonstrate empathy for recently injured people facing pain, medical bills, lost income, or grief, and remain composed while guiding them.
  • Have 1–2 years of sales experience, ideally phone-based or consultative, with a track record of converting conversations into commitments; legal, insurance, or customer service experience is a plus.
  • Guide prospective clients toward a decision while keeping conversations caring, honest, and not pushy.
  • Have a genuine interest in personal injury law; prior law firm experience is not required.
  • Have strong computer skills, including Microsoft Office (Excel, Word, and PowerPoint) and internet research; familiarity with Filevine, LeadDocket, or similar case and lead management software is a plus.
  • Communicate and organize effectively, multitask, and prioritize in a fast-paced environment.
  • Demonstrate problem-solving and critical-thinking skills.
  • Maintain confidentiality and ethical standards.
  • Adapt to shifting priorities while maintaining accuracy and productivity.
  • Contribute positively to a team-oriented work environment.
  • Be available to work on-site Monday through Friday, 8 AM to 5 PM, and participate in a weekly on-call rotation.
  • Work independently, remain accountable, and take ownership of results.

Responsibilities

  • Create a welcoming, client-first experience for people who call or walk in.
  • Answer potential client calls through Zoom Phone and respond to online inquiries, accurately collecting case details in LeadDocket.
  • Gather facts, injury information, liability, and insurance details to assess case viability.
  • Communicate with clients by phone, text, email, Zoom, and in-person meetings to collect and follow up on information.
  • Collaborate with attorneys to discuss and decide on case acceptance promptly, and document call sources in LeadDocket.
  • Convert qualified leads into signed clients through clear, caring communication and consistent follow-up.
  • Handle case-related administrative tasks, including file organization, scanning, mailing, and Zoom Phone calls.
  • Process new client onboarding, including data entry, paperwork collection, and case opening in Filevine, and hand off cases to the assigned attorney and case manager.
  • Prepare and maintain accurate documents and uphold the firm’s values in client interactions.
  • Build professional relationships with clients, providers, and teammates while maintaining composure and professionalism.
  • Schedule appointments for qualified clients and organize attorneys’ calendars.
  • Work with marketing on outreach strategies and partnerships to attract new cases.
  • Evaluate client inquiries thoroughly and ensure prospects feel valued and understood.
  • Assist in training new team members and participate in ongoing improvements to the intake process.
  • Maintain thorough, confidential records in Filevine in compliance with company policies and legal requirements.

About the Company

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