Intake Specialist

We are seeking a professional, detail-oriented Intake Specialist to be the first point of contact for potential clients. In this role, you will gather key information, evaluate case eligibility, provide excellent customer service, and ensure a smooth transition from initial inquiry to attorney review. This position is ideal for someone who thrives in a communicative, client-focused environment and enjoys helping individuals navigate stressful situations. This position is onsite in Lexington, SC, Mon – Fri 8 – 5, 100% in-person, and pays up to $40k.

Key Responsibilities

• Handle inbound calls, emails, and online inquiries from prospective clients
• Conduct thorough intake interviews to obtain essential case details
• Assess case eligibility based on firm guidelines and practice area criteria
• Enter and maintain accurate information in the case management system
• Create file and assign to an attorney/paralegal
• Follow up with potential clients to gather missing information or provide updates
• Maintain confidentiality and adhere to all legal and firm-specific protocols
• Collaborate with attorneys, paralegals, and administrative staff to ensure a seamless client intake experience

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Qualifications

• Previous experience in a legal, medical, call center, or customer service role preferred
• Excellent verbal and written communication skills
• Strong attention to detail and ability to multitask in a fast-paced environment
• Comfortable handling high call volume with professionalism and empathy
• Ability to maintain confidentiality and manage sensitive information
• Proficiency with case management systems or CRM software (preferred, not required
• High school diploma or equivalent required; associate or bachelor’s degree preferred

Benefits & Compensation

• Competitive pay $35,000-$40,000
• Health, dental, and vision insurance
• Paid time off and holidays
• Supportive and team-oriented work environment