Client Intake Specialist
- New York City, NY
- $80,000-120,000 per year
- Permanent
- Full-time
- Engage with Potential Clients: Manage inbound inquiries and proactively follow up with potential clients via phone, text, and email.
- Information Gathering: Collect and document detailed incident, injury, and case information using intake software and public resources (e.g., Google Maps, NYSCEF).
- Screen and Assess Cases: Evaluate claims to determine merit and recommend next steps-retain, refer, or decline.
- Educate and Guide: Clearly explain the personal injury legal process and required documentation to potential clients.
- Coordinate and Schedule: Arrange consultations with attorneys and schedule follow-ups to build trust and streamline the intake process.
- Maintain Accurate Records: Ensure all client communications and case data are captured accurately in relevant systems.
- Vendor and Partner Management: Oversee call center workflows and nurture relationships with referral partners to support mutual success.
- Collaborate Cross-Functionally: Work closely with attorneys and legal staff to ensure a seamless handoff from intake to case management.
- Fluency in both English and Spanish.
- 5+ years of experience in intake or paralegal roles within personal injury law.
- Exceptional communication, interpersonal, and organizational skills.
- High attention to detail with the ability to multitask in a fast-paced environment.
- Proficiency in Microsoft Office, Outlook, Calendly; experience with Lead Docket or SmartAdvocate is a plus.
- A client-first mindset, with a passion for helping others through complex processes.