Intake Specialist

Summary:

As an Intake Specialist you will be our first source of contact with our clients, receiving and making calls to interact with them. In their day-to-day activities, we assist our possible clients in getting compensated for their personal injuries by qualifying their cases and answering any questions they might have.

As a Full-Time Virtual Legal Aide, you will assist our Intake department by following the responsibilities listed but not limited to the ones in this document.

Responsibilities:

• Review emails and chats constantly for new leads, file setups, audits, or other requested needs.
• Organize contracts, termination letters, photos, and other documents on Dropbox.
• Answer all the inbound calls, clients, and leads with great customer service skills.
• Transfer calls to the right member of the team when needed.
• Set up Filevine projects for new clients or the tools requested.
• Register all the comments, observations, and updates.
• Review and look for new contracts to be registered into Filevine.
• Follow up on the leads assigned, ensure a great quality interaction, and clean up the old leads.
• Answer new potential clients, ask probing questions, and follow the process to complete the sign-in or escalate the call to an Intake Specialist.
• Complete the intake process of a new client to be transferred to the Pre-Litigation department.
• Send the submission emails to the Pre-Litigation department for new clients to start the case (notification).
• Complete clinic referrals, taking into consideration the client's location.
• Participate in stand-up meetings, dailies, weeklies, and monthly meetings.
• Close contracts.

Requirements:

• Fully Bilingual (English)
• Sales background.
• Experience in personal injury is a plus.
• Your PC or Laptop (A wired connection to your modem is recommended)
• Headset with noise canceling / quiet place to work in
• This job is remote, and you will be responsible for your local taxes.

Why Join Us?

This Is Not a Typical Job Opportunity A select group of candidates will be invited to Cancun, Mexico to meet directly with 25+ U.S. law firm owners actively building their teams. This is where hiring decisions happen, and it might be your chance to get a new work opportunity! Inside this environment, you won’t just submit an application. You will: • Present yourself directly to decision-makers • Interview with firms hiring for immediate roles • Gain exposure to international standards and expectations • Position yourself for long-term remote (contractor) opportunities with 25+ U.S. firms For the right candidates, this is more than an event. It’s the beginning of an international career. Apply now!