Intake Specialist

The role

The Intake Specialist conducts initial screenings, gathers facts, and assesses case viability for potential clients. This person will also handle client conversion, facilitate engagement agreements, and support the legal team with research and documentation.

What you will do

• Handle inquiries, conduct screenings, gather facts, and assess case viability
• Respond to prospective clients with urgency and use a consultative soft-sales approach
• Send and explain engagement/retainer agreements
• Make informed decisions on case acceptance
• Support team with general office tasks, including reception and conference room setup
• Schedule consultations and coordinate communication between clients and attorneys
• Perform background research on defendants and cases using web tools
• Request and organize supporting documentation from qualified clients
• Assist with obtaining and documenting relevant witness information under attorney guidance
• Complete intake records and maintain client matters in legal software

Required qualifications

• Ability to speak and write in both English and Spanish
• Associate’s degree or comparable

Nice to have

• Bachelor’s degree
• Prior law firm intake experience

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Performance-based incentive program tied to measurable intake and conversion outcomes

About the company

USA Employment Lawyers is a plaintiff-side boutique class and collective action litigation firm based in Fort Lauderdale, Florida. The firm represents workers in wage-and-hour matters.