Legal Intake Specialist – Personal Injury at Boogie Staffing Agency | Torre
Legal Intake Specialist – Personal Injury
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Boogie Staffing Agency

Legal Intake Specialist – Personal Injury

Boogie Staffing Agency
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Boogie Recruitment
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You'll shape client success by expertly qualifying cases and ensuring a professional intake experience.
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Full-time

Legal agreement: To be defined

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Posted 16 days ago

Requirements and responsibilities

Overview: - We are looking for a highly motivated and detail-oriented Intake Specialist with 1–2 years of personal injury experience to serve as the first point of contact for prospective clients. - This role focuses on communicating with potential clients, evaluating the merits of their claims, and determining whether cases meet the firm’s criteria for representation. - The goal of this role is to ensure only qualified cases move forward while maintaining a smooth and professional client intake experience. Key Responsibilities: Client Intake & Qualification (Primary Responsibility): - Serve as the first point of contact for incoming leads and prospective clients. - Conduct intake calls to gather relevant case information. - Evaluate claims based on the firm’s qualification criteria. - Determine whether cases meet the requirements for representation. Retainer & Follow-Up Management: - Send retainer agreements promptly to qualified clients. - Follow up consistently to ensure agreements are signed and returned. - Track and manage pending retainers to maintain conversion efficiency. CRM & Case Tracking: - Maintain accurate records of client interactions and case details. - Update systems such as Lead Docket and Go High Level with notes and status updates. - Ensure proper documentation and organization of all intake activities. Communication & Client Experience: - Communicate clearly and professionally with prospective clients. - Build rapport while gathering sensitive and important information. - Represent the firm with empathy, professionalism, and attention to detail. Ideal Candidate: - 1–2 years of experience in personal injury intake or a similar legal role. - Bilingual in Spanish and English (required). - Strong communication skills with the ability to handle client conversations confidently. - Detail-oriented and organized with strong follow-up habits. - Able to manage multiple leads and tasks in a fast-paced environment. - Comfortable working US time zones. Preferred Skills: - Experience working with U.S.-based law firms. - Familiarity with Lead Docket and Go High Level. - Understanding of personal injury processes and legal terminology. - Experience in a remote work environment.
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