Title: Client Intake Specialist (Bilingual – English/Spanish)

Location: New York, NY | Hybrid Flexibility

A leading personal injury law firm is seeking a bilingual (English/Spanish) Client Intake Specialist to be the first point of contact for individuals navigating difficult and often life-altering circumstances. This is a dynamic, client-facing role ideal for someone who is empathetic, energetic, highly organized, and detail-oriented.

What You’ll Do:

• Engage with Potential Clients: Manage inbound inquiries and proactively follow up with potential clients via phone, text, and email.
• Information Gathering: Collect and document detailed incident, injury, and case information using intake software and public resources (e.g., Google Maps, NYSCEF).
• Screen and Assess Cases: Evaluate claims to determine merit and recommend next steps—retain, refer, or decline.
• Educate and Guide: Clearly explain the personal injury legal process and required documentation to potential clients.
• Coordinate and Schedule: Arrange consultations with attorneys and schedule follow-ups to build trust and streamline the intake process.
• Maintain Accurate Records: Ensure all client communications and case data are captured accurately in relevant systems.
• Vendor and Partner Management: Oversee call center workflows and nurture relationships with referral partners to support mutual success.
• Collaborate Cross-Functionally: Work closely with attorneys and legal staff to ensure a seamless handoff from intake to case management.

What You Bring:

• Fluency in both English and Spanish.
• 5+ years of experience in intake or paralegal roles within personal injury law.
• Exceptional communication, interpersonal, and organizational skills.
• High attention to detail with the ability to multitask in a fast-paced environment.
• Proficiency in Microsoft Office, Outlook, Calendly; experience with Lead Docket or SmartAdvocate is a plus.
• A client-first mindset, with a passion for helping others through complex processes.

Why Apply?

This is more than just an intake role –

it’s an opportunity to make a real impact by supporting individuals at some of the most vulnerable moments of their lives. Flexible work hours, a collaborative team environment, and meaningful, mission-driven work await.

Comp: $80 – $120k base + bonus

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