Client Intake Specialist
AC Lion, New York, NY, United States
Title: Client Intake Specialist (Bilingual - English/Spanish)
Location: New York, NY | Hybrid Flexibility
A leading personal injury law firm is seeking a bilingual (English/Spanish) Client Intake Specialist to be the first point of contact for individuals navigating difficult and often life-altering circumstances. This is a dynamic, client-facing role ideal for someone who is empathetic, energetic, highly organized, and detail-oriented.
What You'll Do:
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.
What You Bring:
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.
Why Apply?
This is more than just an intake role -
it's an opportunity to make a real impact by supporting individuals at some of the most vulnerable moments of their lives. Flexible work hours, a collaborative team environment, and meaningful, mission-driven work await.
Comp: $80 - $120k base + bonus
3369053
Location: New York, NY | Hybrid Flexibility
A leading personal injury law firm is seeking a bilingual (English/Spanish) Client Intake Specialist to be the first point of contact for individuals navigating difficult and often life-altering circumstances. This is a dynamic, client-facing role ideal for someone who is empathetic, energetic, highly organized, and detail-oriented.
What You'll Do:
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.
What You Bring:
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.
Why Apply?
This is more than just an intake role -
it's an opportunity to make a real impact by supporting individuals at some of the most vulnerable moments of their lives. Flexible work hours, a collaborative team environment, and meaningful, mission-driven work await.
Comp: $80 - $120k base + bonus
3369053