The Intake Specialist will be the first point of contact for potential clients seeking legal assistance. This role involves gathering essential case information, conducting client interviews, managing referral relationships, and facilitating lead generation efforts. The Intake Specialist will help potential clients understand the process of pursuing a personal injury claim and ensure the smooth onboarding of new clients.

Responsibilities

Respond promptly to potential client inquiries via phone, email, online forms, and other communication channels.
Conduct thorough interviews to gather essential details about the client's personal injury case.
Assess the merits of the case and determine if it meets the firm's criteria for further review.
Enter all collected data into the firm's case management system accurately and efficiently.
Guide potential clients through the sign-up process, including explaining the legal services the firm offers and addressing any questions or concerns.
Assist with preparing and sending retainer agreements or other required documentation for client signatures.
Coordinate with legal assistants or attorneys to ensure the seamless onboarding of new clients.
Maintain and strengthen relationships with medical professionals, service providers, and other referring parties who may send potential clients to the firm.
Communicate effectively with referral sources to ensure they are kept updated on the status of cases.
Assist in tracking referral leads and managing the referral network database.
Actively seek new referral relationships to expand the firm's client base.
Collaborate with the marketing team to identify and pursue lead generation opportunities, include online advertising, community outreach, and networking opportunities.
Track case milestones to ensure important deadlines are met in the intake process.
Communicate case updates to clients as needed until the handover to the legal team.
Assist with other administrative tasks assigned by your supervisor as needed.

Qualifications

Personal injury intake experience is a plus.
Excellent writing skills with the ability to create clear and concise documentation.
Proven proofreading skills to ensure high-quality legal documents.
Proficient in document review processes with attention to detail.
Familiarity with legal software is preferred.
Strong phone etiquette and interpersonal skills for effective client communication.
Ability to work independently as well as collaboratively within a team environment.
Prior experience in a legal setting or related field is desirable.

Join our dedicated team as an Intake Specialist where your skills will contribute significantly to our mission of providing exceptional legal services.

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Turnbull, Holcomb & Moak PC | Intake Specialist