Legal Intake & Follow-Up Specialist - 21312

CRM Logging: Accurately update, track, and manage claimant details, contact notes, and intake statuses inside the legal CRM system.

Data Verification: Verify the accuracy of contact information and initial claim details before handing files off for legal review.

Legal Support Background: Prior experience working inside a law firm, legal practice, or legal intake/screening environment (paralegal-level familiarity or legal administrative experience is strongly preferred).

Communication Excellence: Outstanding spoken and written English skills with a polished, professional, and empathetic phone manner suitable for sensitive client discussions.

Script & Process Discipline: Ability to strictly follow intake scripts, adhere to qualifying criteria, and capture precise details without deviation.

Organized Pipeline Tracking: Exceptional detail orientation, time management, and follow-through when managing high volumes of prospective lead files.

Remote Independence: Proven ability to work autonomously, maintain high-speed connectivity, and execute tasks reliably from a remote workspace.

Experience supporting high-volume mass tort, personal injury, or multi-district litigation intake campaigns.

Direct experience using legal CRM and intake software (e.g., Filevine, Litify, Clio, or Lead Docket).

Speed-to-Lead Velocity: Reaching new inbound web leads within target response windows to maximize initial contact rates.

Screening Precision: Accurately capturing qualifying claim data with zero missing script details prior to paralegal escalation.

Follow-Up Retention: Maintaining consistent follow-up touchpoints to convert pending inquiries into completed intake packages.