Legal Intake Specialist
4 days ago
Melbourne
Job Title: Legal Intake Specialist Location: Melbourne, FL (In-person) Employment Type: Full-time Job Overview: We are seeking a Legal Intake Specialist to serve as the first point of contact for potential clients. This role involves handling inbound inquiries, gathering case-related information, and ensuring a smooth onboarding process for qualified leads. The ideal candidate is detail-oriented, empathetic, and comfortable working in a fast-paced, client-facing environment. Key Responsibilities: • Serve as the first point of contact via phone, email, chat, or in-person, • Communicate professionally and empathetically with potential clients, • Gather and document key case details accurately, • Evaluate inquiries and determine appropriate next steps, • Maintain accurate data entry in case management/CRM systems, • Conduct follow-ups via calls, texts, and emails, • Collaborate with internal teams to ensure smooth intake processes, • Meet performance goals related to call handling and conversions Qualifications: • High school diploma or GED required (some college preferred), • Prior experience in customer service or sales, • Strong communication and interpersonal skills, • High attention to detail and accuracy, • Comfortable with CRM systems and technology, • Ability to multitask in a fast-paced environment, • Legal or personal injury intake experience is a plus, • Bilingual (English/Spanish) is a plus