Legal Intake & Client Communications Specialist
N
NeoWorkLegal Services
Colombia, US business hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- CRM
Requirements
- Strong spoken English and clear, professional written communication
- Prior experience in legal intake, personal injury, mass tort, healthcare intake, insurance claims, or regulated contact centers
- Comfort with consultative and persuasive conversations
- Ability to handle distressed or urgent callers with emotional control and empathy
- High attention to detail and strict adherence to intake scripts and qualification criteria
- Experience working with CRM systems, legal case management tools, or similar platforms
- Ability to perform well in a fast-paced, high-volume environment
Responsibilities
- Handle inbound calls from new leads, referrals, and active clients
- Conduct outbound follow-ups via phone, SMS, and email (daily for up to 14 days)
- 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
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