Legal Intake Specialist

United Statesmid

Patient Access RepresentativeHealthcare Non-Clinical

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Quick Summary

Requirements Summary

High school diploma or equivalent. Excellent verbal and written communication skills. Strong customer service skills with the ability to demonstrate empathy, patience, and professionalism.

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Patient Access RepresentativeHealthcare Non-Clinical

Lundy Law is seeking a highly motivated, compassionate, and customer-focused Legal Intake Specialist to join our growing Personal Injury Practice. Bilingual proficiency in English and Spanish is preferred but not required.

As the first point of contact for many of our prospective clients, the Legal Intake Specialist plays an essential role in creating a positive first impression and delivering exceptional client service. This individual will be responsible for managing incoming inquiries, evaluating potential cases, gathering important information, and guiding prospective clients through the initial intake process.

We are looking for a dependable, organized, and proactive professional who thrives in a fast-paced environment, communicates effectively, and can balance multiple priorities while maintaining a high level of accuracy and professionalism.

The ideal candidate will demonstrate empathy, patience, and understanding when communicating with individuals who may be experiencing difficult or stressful circumstances.

As Lundy Law continues to grow, this position offers opportunities to expand responsibilities, contribute to process improvements, and support the continued success of our Intake Team.

Essential Responsibilities

Manage a high volume of incoming calls, inquiries, and prospective client leads.
Respond to all intake inquiries promptly, professionally, and with a strong focus on customer service.
Conduct initial client screenings to gather relevant information and determine whether potential cases meet the firm's criteria.
Accurately document client information, communications, and follow-up activities within the firm's case management system.
Prepare, distribute, and explain retainer agreements to prospective clients.
Maintain consistent follow-up with prospective clients to ensure timely communication and a positive client experience.
Collaborate with fellow Legal Intake Specialists, attorneys, and management to ensure a seamless intake process.
Assist with special projects and additional administrative responsibilities as needed.
Identify opportunities to improve intake procedures, efficiency, and the overall client experience.
Work closely with management to implement process improvements and support team productivity.

Qualifications & Requirements
Required Qualifications:

High school diploma or equivalent.
Excellent verbal and written communication skills.
Strong customer service skills with the ability to demonstrate empathy, patience, and professionalism.
Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
Strong organizational skills, attention to detail, and the ability to manage multiple priorities simultaneously.
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
Ability to learn and navigate new technology and software systems.
Dependability, adaptability, and a commitment to providing an exceptional client experience.

Preferred Qualifications:

Bilingual proficiency in English and Spanish is a plus, but not required.
Previous experience in a legal intake, personal injury law firm, call center, or customer service environment.
Experience using lead management, customer relationship management (CRM), or legal case management software.
Familiarity with personal injury claims and legal intake procedures.
Prior experience in a high-volume, phone-based customer service environment.

Benefits
Lundy Law offers a competitive benefits package, including:

Health insurance
Dental insurance
Life insurance
Health savings account (HSA)
401(k) retirement plan
401(k) employer matching
Paid time off
Employee referral program
Hybrid work opportunities following the initial training period

Schedule & Work Location

Job Type: Full-Time
Schedule: Monday through Friday
Location: Philadelphia, PA 19103

Work Arrangement: In-person training with hybrid eligibility

This position requires an initial 90-day, in-person training period at our Philadelphia office. Following successful completion of training, employees may be eligible for a hybrid work schedule based on performance, business needs, and management approval.

Equal Employment Opportunity
Lundy Law is an Equal Employment Opportunity Employer committed to fostering an inclusive and respectful workplace. We value diversity and provide equal employment opportunities to all qualified applicants without regard to any status protected by applicable federal, state, or local law.