Intake Specialist

Job Overview At Kenny Habetz Injury Law, we put clients first and back it up with cutting-edge technology that keeps cases moving efficiently and transparently. We’re looking for a motivated, compassionate Legal Intake Specialist to join our team.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. Your attention to detail and empathy will help us deliver exceptional service right from the start. What You’ll Be Doing Answer incoming potential client calls promptly, collecting relevant case details and entering information accurately into lead management software Gather facts, injury information, liability, and insurance details to evaluate case viability Communicate professionally with clients via phone, text, email, Zoom, and in-person meetings to gather and follow up on information Collaborate with attorneys to discuss and decide on case acceptance quickly and document call sources Manage case-related administrative tasks such as file organization, scanning, mailing, and multi-line phone system handling Process new client onboarding, including data entry, paperwork collection, and case opening in management software 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 compliance with company policies and legal requirements Why Kenny Habetz Injury Law? We’re a 100% digital, paperless firm, so you’ll spend more time on case strategy and advocacy — not shuffling files. Our tech-driven systems keep cases moving efficiently and let you focus on doing what you do best. We put clients at the center of everything. You’ll be part of a team that truly values proactive communication and personalized service. We celebrate wins together and support each other’s growth in a close-knit, collaborative environment. Requirements What You Bring High school diploma or equivalent required; Associate or Bachelor’s degree preferred 1-2 years experience in customer service, sales, or a related field (legal or insurance experience a plus) Strong computer skills, including Microsoft Office (Excel, Word, PowerPoint), internet research, and familiarity with client relationship or lead management software a plus Exceptional communication and organizational skills, with the ability to multitask and prioritize in a fast-paced environment Strong problem-solving skills and critical thinking ability High empathy and professionalism when interacting with clients in distress Commitment to confidentiality and ethical standards Adaptability to shifting priorities while maintaining accuracy and productivity Positive, team-oriented attitude that contributes to a supportive work environment Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Critical Illness & Cancer Ancillary Plans Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation & Public Holidays) Short Term & Long Term Disability Training & Development