Trustpoint.One ยท 2 weeks ago
Intake Specialist
Newark, NJ
Full-time
Onsite
New Grad, Entry Level
$52K/yr - $75K/yrTrustpoint.One is partnering with a leading legal services organization to find a Legal Intake Client Sign-Up Specialist. This role involves being the first point of contact for individuals seeking legal representation and guiding them through the intake and retainer agreement sign-up process with professionalism and empathy.
Document ManagementLaw EnforcementLegalStaffing Agency
Hiring Manager
Katherine (Kate) Curts
Responsibilities
Deliver professional, empathetic, and client-centered service during all initial interactions
Initiate and complete the full intake process, including assisting clients with signing retainer agreements
Collect detailed and accurate information to qualify claims and confirm eligibility
Maintain exceptional accuracy when entering and managing client and claim data
Clearly explain next steps and transition clients to case managers, paralegals, or attorneys
Handle a high volume of inquiries while maintaining urgency, attention to detail, and service excellence
Qualification
Required
Prior sales or customer service experience, with the ability to guide clients through the sign-up process
Professional telephone manner and strong verbal communication skills
Excellent written communication, including grammar and punctuation
Strong organizational skills and ability to multitask in a fast-paced environment
Ability to work independently and collaboratively with attorneys, paralegals, and administrative staff
High emotional intelligence, including empathy, patience, and situational awareness
Adaptability in a dynamic, high-volume environment
Preferred
Experience in a law firm or legal setting will truly set you apart
Experience in a sales or sign-up center
Contact center or call center experience
Background in a law firm or legal services setting
Experience in insurance, healthcare, or medical administration
Familiarity with CRM systems (including Salesforce), VoIP platforms, and e-signature tools
College degree
Bilingual skills a plus (Spanish preferred)
Benefits
Parking or commuter benefit reimbursement
Bonus program of up to $900 bi-weekly based on internal performance metrics
Company
Trustpoint.One
Trustpoint.One offers eDiscovery, document review, court reporting and legal translation solutions to law firms and corporations.
Founded in 2008
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-05-06Acquired
Leadership Team
Mark Hawn
Chief Executive Officer / Chairman
Joe Harper
Chief Technology Officer
Recent News
thepeninsulaqatar.com
2025-05-06
2025-05-06
Company data provided by crunchbase