Client Intake Specialist - AC Lion : Job Details

Client Intake Specialist

AC Lion

Job Location : New York,NY, USA

Posted on : 2025-08-01T13:10:51Z

Job Description :

Title: Client Intake Specialist (Bilingual - English/Spanish)Location: New York, NY | Hybrid FlexibilityA 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 + bonus3369053

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