Intake Specialist

Are you a nurse, medical assistant, or healthcare professional ready to apply your clinical skills in a new way? Join our medical malpractice team and help clients pursue justice. Your compassion, attention to detail, and medical knowledge will be invaluable in supporting clients through complex legal cases.

Intake Specialist : Perfect for LPNs or healthcare professionals seeking a new direction while staying connected to the medical field.

Summary :

The Intake Specialist is the first point of contact for individuals seeking legal assistance in personal injury and medical malpractice matters. This role plays a key part in creating a positive first impression of the firm and collecting important case details from potential clients. Strong communication and organizational skills are essential. Candidates with healthcare backgrounds—such as nurses or medical assistants—offer a valuable perspective when speaking with injured clients and understanding their circumstances. Bilingual applicants, especially those fluent in Spanish, are highly encouraged to apply.

Responsibilities :

• Answer incoming calls and inquiries : Professionally and compassionately handle calls and inquiries from potential clients who have experienced injuries, ensuring accurate information is collected and medical details are clearly understood.
• Conduct initial client interviews : Collect comprehensive details about the incident, injuries, and resulting damages, demonstrating active listening and empathy throughout the conversation.
• Assess case viability : Apply basic knowledge of personal injury law to evaluate potential cases, including statute of limitations, causation, liability, and damages.
• Determine area of law needed : Identify if the potential client requires an area of law outside the firm's practice area and provide appropriate guidance.
• Data entry and documentation : Accurately and efficiently document client information, case details, and all communications in the firm’s case management system.
• Potential client handoff : If a case is deemed viable, forward the potential client’s information to the appropriate team within the firm.
• Administrative support : Support intake-related administrative tasks, such as organizing and saving client-provided documents to their case file.

Qualifications :

Transferable skills : empathy and patient communication