What are the responsibilities and job description for the Legal Intake Specialist position at Shapiro Law Team?
About Us:
Shapiro Law Team is a dedicated plaintiff's personal injury law firm committed to helping innocent victims of motor vehicle accidents, trucking accidents, defective products, gas explosions, and medical malpractice. We are not afraid to take on large corporations or government entities whose negligence has caused harm to our clients.
Position Overview:
We are seeking a full-time Intake Specialist to serve as the first point of contact for prospective clients. This is a role with real responsibility — you'll be the voice of our firm during a client's most vulnerable moments, and your judgment in screening calls directly informs attorney decision-making. The ideal candidate brings legal intake experience, sharp attention to detail, and a compassionate, professional phone presence.
Key Responsibilities:
- Serve as the first point of contact for prospective clients, answering all incoming calls courteously and professionally.
- Conduct new client intake questionnaires by phone.
- Gather and accurately document client demographics, insurance information, and other necessary documentation.
- Enter and maintain new client information in our case management database.
- Organize and create physical case folders for new clients.
- Screen incoming calls, identify key facts, and escalate to attorneys for review.
- Create and send electronic documents for e-signature.
Qualifications:
- Bilingual in English and Spanish required.
- Excellent phone and communication skills.
- High attention to detail and accuracy.
- Strong verbal and written communication skills.
- Proven problem-solving, organizational, and time management abilities.
- Ability to thrive in a fast-paced, high-call-volume environment
- Friendly, polite, and compassionate demeanor.
- Minimum of 2 years of legal assistant or intake experience in personal injury law.
- Customer service or call center experience preferred.
Benefits:
- Competitive pay based on experience and qualifications.
- Health, dental, and vision insurance.
- Life and disability insurance.
- Paid time off.
- 401(k) with company match.
- Bonus pay opportunities.
Education:
High school diploma or equivalent (required).
Salary : $42,120