Legal Intake Specialist (Personal Injury)

Be the first point of connection and trusted guide for prospective clients at a fast-growing U.S. personal injury law firm. Fully remote, independent contractor role open to international candidates.

Operationary is conducting a retained search on behalf of our client, a fast-growing U.S. personal injury law firm, for a motivated, compassionate Legal Intake Specialist. The firm is expanding rapidly, and this fully remote, independent contractor role is open to candidates outside the U.S. You’ll play a vital role managing the entire intake process, from first contact to new client onboarding, ensuring every prospective client feels heard, supported, and efficiently assisted. If you have strong communication skills, a passion for helping others, and thrive in a dynamic environment, this could be your next career move.

The firm provides comprehensive training, ongoing support, and a collaborative culture where your contributions truly matter.

You are the welcoming voice and caring guide for new clients. You’ll gather key case information, assess potential claims, schedule appointments, and collaborate with attorneys to keep the intake and onboarding process smooth and professional. Most callers have just been hurt and don’t know where to turn. Your empathy, sales instincts, and attention to detail will help them feel cared for and confident in choosing the firm, right from the start.

• Help create a welcoming, client-first experience from the very first call
• Answer incoming potential client calls through Zoom Phone and respond promptly to online inquiries, collecting relevant case details and entering information accurately into LeadDocket
• Gather facts, injury information, liability, and insurance details to evaluate case viability
• Communicate professionally with clients via phone, text, email, and Zoom to gather and follow up on information
• Collaborate with attorneys to discuss and decide on case acceptance quickly and document call sources in LeadDocket
• Convert qualified leads into signed clients through clear, caring communication and consistent follow-up
• Manage case-related administrative tasks such as digital file organization, document uploads, and Zoom Phone call handling
• Process new client onboarding, including data entry, paperwork collection, and case opening in Filevine, then ensure a seamless handoff to the assigned attorney and case manager
• Prepare and maintain error-free documents, reflecting the firm’s core values in every client interaction
• Build professional relationships with clients, providers, and teammates, maintaining composure and professionalism
• Schedule appointments for qualified clients to keep attorneys’ calendars organized and caseloads growing
• Work with marketing on outreach strategies and partnerships to help attract new cases
• Evaluate client inquiries thoroughly, ensuring every prospect feels valued and understood
• Assist in training new team members and participate in ongoing improvements to the intake process
• Maintain thorough, confidential records in Filevine in compliance with company policies and legal requirements

The firm’s team lives and works by six guiding principles:

• Hunger: We strive to improve and achieve excellence every day
• Reliability: We do what we say we’ll do
• Empathy: We care deeply about clients and one another
• Positivity: We choose optimism and solutions over problems
• Integrity: We uphold honesty and accountability in everything
• Team-First: We win together

If these values describe you, you’ll feel right at home here.

• Genuine empathy for people who have just been injured, often while they’re dealing with pain, medical bills, lost income, or grief, and the composure to guide them calmly through one of the hardest moments of their lives
• 1-2 years of sales experience, ideally phone-based or consultative, with a track record of turning conversations into commitments (legal, insurance, or customer service experience a plus)
• Confidence guiding prospective clients to a decision while keeping the conversation caring, honest, and never pushy
• Strong computer skills, including Microsoft Office (Excel, Word, PowerPoint) and internet research; familiarity with Filevine, LeadDocket, or similar case and lead management software a plus
• Exceptional communication and organizational skills, with the ability to multitask and prioritize in a fast-paced environment
• Strong problem-solving skills and critical thinking ability
• Commitment to confidentiality and ethical standards
• Adaptability to shifting priorities while maintaining accuracy and productivity
• Positive, team-oriented attitude that contributes to a supportive work environment
• Fluent, professional English (written and spoken) with clear communication for U.S. clients
• Schedule flexibility: hours are open to discussion, and the firm welcomes flexible schedules that help extend intake coverage
• Reliable high-speed internet, a dependable computer, and a quiet, private workspace suitable for confidential client calls
• Proven ability to work independently and stay accountable in a remote setting

Holiday time that fits your life. After 90 days, you’ll receive a bank of 11 holiday days to celebrate the holidays that matter most to you and your family in your country of residence. We simply ask that you share your holiday schedule with the firm up front each year, so coverage planning is seamless for everyone.

This role is your chance to make a meaningful impact from the very first client interaction. Join a passionate legal team dedicated to justice, innovation, and outstanding client service. You’ll get the training and resources to thrive in a fast-growing firm that values your skills and dedication, all from wherever you work best.