Legal Intake Specialist

Coda Search│Staffing · Bergenfield, New Jersey

FULL TIME

Job Description

Legal Intake Specialists

are the very first point of contact for individuals seeking legal representation, playing a pivotal role in shaping the client’s experience. Intake specialists are responsible for handling all inbound inquiries— via phone, web form, email, or live chat.

Key Responsibilities

Client Engagement:

Deliver best-in-class service during initial interactions, ensuring clients feel heard and supported.

Claim Setup:

Initiate & complete the intake process, as well as assist with the client sign-up process of a retainer agreement.

Information Gathering:

Collect detailed & relevant information about the potential claim to confirm eligibility & qualify injury claims by using a defined set of criteria.

Data Accuracy:

Capable of collecting detailed and complete claim-related information with precision.

Service Excellence:

Approach every interaction with attention to detail and a sense of urgency to drive optimal outcomes for all parties included.

Process Guidance:

After the sign-up process, clearly explain next steps and transition clients to the Case Management team, including case managers, paralegals and attorneys.

Candidate

Requirements

Sales and/or Sign-up Center (a plus)

Contact Center/Call Center (a plus)

Law firm or Legal industry experience (a plus)

Insurance, Healthcare & Medical Administration experience (a plus)

Familiarity with CRM systems (Salesforce), VoIP software & electronic signature software

College degree (preferred but not required)

Bilingual (a plus)

Company	Coda Search│Staffing
Location	Bergenfield, New Jersey
Type	FULL TIME
Niche	Full-time