Personal Injury Intake Specialist

West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $2 billion recovered for clients, we handle complex, high-stakes cases against major corporations.

Position Overview

We are seeking an experienced Personal Injury Intake Specialist to manage prospective client inquiries and facilitate the intake and onboarding process. The ideal candidate has a strong background in personal injury, excellent communication skills, and the ability to assess potential cases while providing a professional and empathetic client experience. This position requires strong attention to detail, sound judgment, and the ability to manage a high volume of inquiries in a fast-paced legal environment.

Responsibilities

• Serve as the primary point of contact for prospective clients, managing inbound calls, emails, and referrals promptly and professionally
• Conduct comprehensive intake interviews to gather accident details, injury information, insurance coverage, and other relevant case documentation
• Perform preliminary case screenings to identify potential personal injury claims based on the firm's established criteria
• Clearly explain the firm's intake process, services, and next steps to prospective clients
• Assist qualified prospective clients with completing intake forms, retainer agreements, and required onboarding documentation
• Coordinate with attorneys and case managers to ensure timely case review and a seamless transition of accepted clients
• Maintain accurate and up-to-date client information, intake records, and case documentation in Abacus Law and Filevine
• Follow up with prospective clients regarding outstanding information, documentation, and next steps
• Ensure all client interactions are handled with professionalism, empathy, and confidentiality