Intake Specialist

This is a Full Remote job, available from Argentina.

About the client:

Our client, a personal injury law firm based in the U.S., is seeking an Intake Specialist to join their team. The firm handles a high volume of legal cases and prioritizes professionalism, responsiveness, and exceptional client support in every interaction.

About the role:

As an Intake Specialist, you will serve as the first point of contact for potential clients, ensuring their inquiries are handled promptly, professionally, and with care. This role involves managing inbound and outbound client communications, qualifying leads, and supporting the intake and legal teams throughout the client onboarding process. The ideal candidate will be confident in a sales-driven intake environment while maintaining empathy and professionalism when dealing with sensitive personal injury cases.

Personal Injury experience is highly preferred, and experience using CloudLex is a strong advantage. Sales experience is a must.

What you’ll be doing:

• Handle inbound and outbound calls with professionalism, empathy, and confidence.
• Engage with potential clients to assess their situation and qualify leads based on case criteria.
• Use a sales-driven approach to convert qualified leads into signed clients.
• Accurately document client information and case details in CloudLex or the firm’s case management system.
• Follow intake scripts, workflows, and qualification guidelines to ensure consistency and accuracy.
• Schedule consultations and coordinate next steps with attorneys and case managers.
• Conduct follow-ups with potential clients to improve conversion and intake efficiency.
• Identify urgent or high-priority cases and escalate them appropriately.

• Personal Injury experience (highly preferred)
• Experience using CloudLex (strong advantage)
• Sales experience (must)