AK Law Firm ยท 8 hours ago
Intake Specialist - Personal Injury
Houston, TX
Full-time
Onsite
Mid, Senior Level
$45K/yr - $55K/yr
3+ years expAK Law Firm is seeking a Senior Intake Specialist to join their client services team. This role involves overseeing the intake of new clients, assessing case viability, and ensuring a compassionate intake experience while collaborating with attorneys and other departments.
Law EnforcementLegalProfessional Services
Responsibilities
Serve as a primary point of contact for potential clients via phone, email, text, or online channels
Conduct thorough intake interviews, gathering necessary facts and documentation to assess case viability
Accurately enter and maintain client data in the case management system
Evaluate complex or high-value leads and escalate to legal teams when appropriate
Mentor and support junior intake specialists by answering questions, resolving issues, and providing real-time feedback
Assist with training new intake team members and reinforcing best practices and quality standards
Act as a lead during shifts, ensuring intake coverage and performance expectations are met
Work closely with the Intake Manager and Marketing to ensure lead quality and optimize conversion strategies
Identify opportunities for improvement in intake processes, scripts, and client communication
Collaborate with legal and operations teams to ensure timely and accurate handoff of new client matters
Ensure all intake activities meet firm protocols, legal standards, and confidentiality requirements
Monitor and review call recordings and intake data to support quality assurance initiatives
Document follow-up activity and maintain high responsiveness to prospective clients
Qualification
Required
Minimum 3-5 years of experience in a personal injury law firm intake or client services role
Proven ability to assess legal case viability and conduct empathetic, effective client interviews
Strong understanding of personal injury claims, legal terminology, and client onboarding processes
Excellent communication and interpersonal skills, both written and verbal
High attention to detail with strong organizational and time management abilities
Comfortable using intake software, CRM systems, and Microsoft Office tools
Ability to work flexible hours, including evenings and weekends if needed
Preferred
Leadership or supervisory experience in a legal intake environment
Bilingual (Spanish-English) strongly preferred
Experience with case management systems such as Filevine, Clio, or similar
Company
AK Law Firm
AK Law Firm focuses on personal injury law, offering free consultations and operating on a contingency fee basis.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase