- Handle inbound calls from new leads, referrals, and active clients
- Conduct outbound follow-ups via phone, SMS, and email
- Qualify personal injury and mass tort cases based on defined criteria
- Guide qualified callers through next steps and secure completed intake and signed engagement
- Coordinate and confirm e-signatures and required documentation
- Warm transfer qualified cases to attorneys or intake managers
- Provide status updates to clients and respond to inquiries professionally
- Escalate urgent situations related to injuries, medical needs, or legal deadlines
- Maintain accurate and detailed case notes in FileVine or CRM systems
- Support surge intake needs during mass tort campaigns
CRM