Intake Specialist

About Us:

We are a growing personal injury law firm with five dedicated attorneys committed to delivering high-quality legal services to our clients. As our firm continues to expand, we are seeking a motivated and experienced Intake Specialist to join our team and play a critical role in the client onboarding process. Depending on applicant's location - this job could be in Florence or North Myrtle Beach.

Position Summary:

The Intake Specialist will serve as the first point of contact for potential clients, ensuring a seamless and professional experience from the initial phone call to the formal onboarding process. This position requires a skilled communicator who is highly organized, self-motivated, and capable of managing a rotating attorney schedule. The ideal candidate will have prior experience in personal injury law and working knowledge of cloud-based intake platforms, particularly Filevine and LeadDocket or similar systems.

Key Responsibilities:

• Serve as the initial contact for new client inquiries via phone, email, and online leads


• Conduct thorough intake interviews to gather essential case information and assess potential claims


• Coordinate client sign-ups and ensure proper documentation is completed and processed efficiently


• Manage the attorney rotation for new case assignments and schedule consultations accordingly


• Maintain detailed records in Filevine, LeadDocket, and other case management tools


• Follow up with prospective clients who have not yet retained the firm


• Handle high call volumes with professionalism and empathy


• Ensure a smooth transition from intake to case management

Required Qualifications:

• Minimum 2 years of intake or legal administrative experience, preferably in personal injury


• Strong working knowledge of Filevine, LeadDocket, or comparable legal intake software


• Excellent communication and interpersonal skills


• Highly organized with strong attention to detail


• Ability to work independently and take initiative without constant supervision


• Comfortable managing attorney schedules and working in a fast-paced environment

Preferred Qualifications:

• Bilingual (Spanish/English) a plus


• Previous experience in a growing firm environment


• Receptionist experience highly noted

Why Join Us:

• Be part of a dedicated and supportive team of legal professionals


• Opportunities for growth as the firm expands


• Competitive compensation based on experience


• Collaborative work culture focused on excellence and client service

What We Offer:

• 401k match of 6% after one year


• Health & Dental Insurance


• Optional AFLAC coverage


• Vacation & Personal Time from Date of Hire