Legal Intake Specialist

About Shook & Stone

Shook & Stone is one of Nevada's premier injury law firms, and we're growing fast. Our firm represents clients in Workers' Compensation, Personal Injury, and Social Security Disability matters, fighting hard for Nevadans on some of the toughest days of their lives. Apply now to become the confident voice that helps injured Nevadans take the first step toward representation.

Position Summary

The Legal Intake Specialist is the firm's first point of contact with prospective personal injury and workers' compensation clients, guiding them from initial inquiry through signed representation. The role blends people skills with a results focus: responding to emotional callers with care, gathering complete information for attorney review, and guiding qualified prospects to a confident decision.

Competitive base pay is paired with a performance-based incentive program, with total annual compensation of $83,200 possible through uncapped incentive potential.

What You'll Do

Client Interaction

• Serve as the first point of contact for prospective clients across phone, live chat, web forms, and walk-ins, providing information about the firm's services and answering preliminary questions
• Guide qualified callers to a decision, ideally on the first call, by building rapport, gathering the facts, and answering questions with patience and care
• Run a structured, multi-touch follow-up cadence (call, text, email) through to a signed agreement or a documented disqualification
• Send, track, and close out e-signature fee agreements
• Resolve client concerns promptly, maintaining a professional and empathetic demeanor in every interaction

Data Collection & Documentation

• Track first-call close rate, overall conversion rate, and other intake KPIs, and report progress against team goals
• Gather complete client information through structured intake forms and interviews, and enter it accurately into the firm's CRM/case management system (SmartAdvocate)
• Maintain accurate, confidential client records and required file documentation
• Ensure all intake documentation complies with applicable legal and regulatory requirements

Coordination and Support

• Schedule client appointments and attorney follow-ups, coordinating with marketing and client service to keep the handoff seamless
• Support the team with general office duties and special projects as assigned