Coda Search│Staffing · 2 weeks ago
Legal Intake Specialist
Newark, NJ
Full-time
Onsite
New Grad, Entry Level
$52K/yr - $55K/yrCoda Search│Staffing is seeking a Legal Intake Specialist who will guide prospective clients through the retainer agreement sign-up process. This role involves delivering exceptional client service, gathering relevant information about potential claims, and ensuring a smooth transition to the Case Management team.
ConsultingRecruitingStaffing Agency
Hiring Manager
Jen Dawson
Responsibilities
Client Engagement: Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported
Claim Setup: Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement
Information Gathering: Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria
Data Accuracy: Capable of collecting detailed and complete claim-related information with precision
Service Excellence: Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties included
Process Guidance: After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys
Qualification
Required
Sales & Customer Service Experience: Proven ability to engage with prospective clients professionally with a willingness to guide in the sign-up process of retainer agreements
Professional Telephone Etiquette: Clear, courteous, and with a proactive communication style
Active Listening & Communication Skills: Strong verbal and interpersonal abilities to understand and respond effectively
Written Communication: Excellent grammar, spelling, and punctuation
Organizational Skills: Strong time-management, task prioritization & a process-oriented mindset
Multitasking: Comfortable managing multiple inquiries and responsibilities simultaneously
Team Collaboration: Works well independently, within a team environment and able to communicate & collaborate with attorneys, paralegals, and administrative staff
Adaptability & Flexibility: Thrives in dynamic, fast-paced & high-volume environments
Emotional Intelligence: Self-awareness, self-regulation, motivation, empathy, and social skills
Preferred
Sales and/or Sign-up Center (a plus)
Contact Center/Call Center (a plus)
Law firm or Legal industry experience (a plus)
Insurance, Healthcare & Medical Administration experience (a plus)
Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software
College degree (preferred but not required)
Bilingual (a plus)
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase