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Kenny Habetz Injury Law · 2 months ago

Legal Intake Specialist

Lafayette, LA

Full-time

Onsite

Entry Level

1+ years exp

Kenny Habetz Injury Law is a 100% digital, paperless firm focused on providing exceptional client service through cutting-edge technology. They are seeking a motivated Legal Intake Specialist to gather case information, assess claims, and support attorneys in the intake and onboarding process.

Legal

Responsibilities

Answer incoming potential client calls promptly, collecting relevant case details and entering information accurately into lead management software

Gather facts, injury information, liability, and insurance details to evaluate case viability

Communicate professionally with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on information

Collaborate with attorneys to discuss and decide on case acceptance quickly and document call sources

Manage case-related administrative tasks such as file organization, scanning, mailing, and multi-line phone system handling

Process new client onboarding, including data entry, paperwork collection, and case opening in management software

Prepare and maintain error-free documents, reflecting the firm's core values in every client interaction

Build professional relationships with clients, providers, and teammates, maintaining composure and professionalism

Schedule appointments for qualified clients to keep attorneys' calendars organized and caseloads growing

Work with marketing on outreach strategies and partnerships to help attract new cases

Evaluate client inquiries thoroughly, ensuring every prospect feels valued and understood

Assist in training new team members and participate in ongoing improvements to the intake process

Maintain thorough, confidential records in compliance with company policies and legal requirements

Qualification

Client relationship managementLead management softwareCustomer service experienceMicrosoft OfficeCommunication skillsEmpathyOrganizational skillsProblem-solving skillsAdaptabilityTeam-oriented attitude

Required

High school diploma or equivalent required; Associate or Bachelor's degree preferred

1-2 years experience in customer service, sales, or a related field (legal or insurance experience a plus)

Strong computer skills, including Microsoft Office (Excel, Word, PowerPoint), internet research, and familiarity with client relationship or lead management software a plus

Exceptional communication and organizational skills, with the ability to multitask and prioritize in a fast-paced environment

Strong problem-solving skills and critical thinking ability

High empathy and professionalism when interacting with clients in distress

Commitment to confidentiality and ethical standards

Adaptability to shifting priorities while maintaining accuracy and productivity

Positive, team-oriented attitude that contributes to a supportive work environment