Legal Intake Specialist
New
C
Culture On CameraPersonal Injury Law
Colombia. Panama. Ecuador. PeruFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1–2 years
- Required Skills
- Customer serviceMicrosoft OfficeGoogle Workspace
Requirements
- 1–2 years of experience in customer service, legal intake or a related field
- 1-2 years of non-retail sales experience
- Strong communication and interpersonal skills with a calm, compassionate approach
- Excellent organizational skills and attention to detail
- Ability to multitask and stay composed in a fast-paced environment
- Proficiency with Microsoft Office and/or Google Workspace
- Comfortable learning case management and lead tracking software
- Strong phone etiquette and professional written communication skills
- Commitment to confidentiality, professionalism, and exceptional client service
Responsibilities
- Serve as the first point of contact for prospective clients
- Listen with empathy while gathering detailed information about accidents, injuries, insurance coverage, and liability
- Evaluate and document potential claims accurately in case management and lead tracking systems
- Schedule consultations and maintain organized attorney calendars
- Guide clients through the onboarding process, including intake forms, documentation requests, and case setup
- Follow up with potential and existing clients to ensure a smooth and responsive experience
- Maintain accurate, confidential client records in compliance with firm policies and legal standards
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