Legal Intake Specialist (Personal Injury)

Be the first point of connection and trusted guide for prospective clients at a fast-growing U.S. personal injury law firm. Fully remote, independent contractor role open to international candidates.

About Us

Operationary is conducting a retained search on behalf of our client, a fast-growing U.S. personal injury law firm, for a motivated, compassionate Legal Intake Specialist. The firm is expanding rapidly, and this fully remote, independent contractor role is open to candidates outside the U.S. You’ll play a vital role managing the entire intake process, from first contact to new client onboarding, ensuring every prospective client feels heard, supported, and efficiently assisted. If you have strong communication skills, a passion for helping others, and thrive in a dynamic environment, this could be your next career move.

The firm provides comprehensive training, ongoing support, and a collaborative culture where your contributions truly matter.

Your Role

You are the welcoming voice and caring guide for new clients. You’ll gather key case information, assess potential claims, schedule appointments, and collaborate with attorneys to keep the intake and onboarding process smooth and professional. Most callers have just been hurt and don’t know where to turn. Your empathy, sales instincts, and attention to detail will help them feel cared for and confident in choosing the firm, right from the start.

What You’ll Be Doing

• Help create a welcoming, client-first experience from the very first call
• Answer incoming potential client calls through Zoom Phone and respond promptly to online inquiries, collecting relevant case details and entering information accurately into LeadDocket
• Gather facts, injury information, liability, and insurance details to evaluate case viability
• Communicate professionally with clients via phone, text, email, and Zoom to gather and follow up on information
• Collaborate with attorneys to discuss and decide on case acceptance quickly and document call sources in LeadDocket
• Convert qualified leads into signed clients through clear, caring communication and consistent follow-up
• Manage case-related administrative tasks such as digital file organization, document uploads, and Zoom Phone call handling
• Process new client onboarding, including data entry, paperwork collection, and case opening in Filevine, then ensure a seamless handoff to the assigned attorney and case manager
• 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 Filevine in compliance with company policies and legal requirements

Our Values

The firm’s team lives and works by six guiding principles:

• Hunger: We strive to improve and achieve excellence every day
• Reliability: We do what we say we’ll do
• Empathy: We care deeply about clients and one another
• Positivity: We choose optimism and solutions over problems
• Integrity: We uphold honesty and accountability in everything
• Team-First: We win together

If these values describe you, you’ll feel right at home here.