Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Profit sharing

Training & development

Tuition assistance

Liberty Law Group

Purpose

The Intake Specialist serves as the first point of contact for all public calls to Liberty Law Group, ensuring a professional, compassionate, and efficient first impression. This role is critical for collecting key information, determining case fit, and connecting potential clients with attorneys.

Key Responsibilities

Answer incoming calls promptly (ideally within three rings).

Greet callers courteously and professionally.

Identify caller’s purpose (new potential client, existing client, or other contact).

Collect intake information for new cases, including detailed screening questions for criminal defense, personal injury, workers’ compensation, family law, and select civil matters.

Transfer calls to the appropriate attorney or staff member based on inquiry type and availability.

Document all calls in the intake log or CRM (Clio Grow or Manage).

Ensure follow-up when no attorney is immediately available.

Handle other incoming calls (current clients, opposing counsel, billing, vendors, media) according to established procedures.

Maintain professionalism and confidentiality at all times; never give legal advice.

Log every call with all required details for conflict checks and follow-up.

Qualifications

Excellent communication and active listening skills.

Ability to remain calm, confident, and compassionate with callers under stress.

Strong attention to detail and accuracy in recording information.

Efficient time management; aim to complete intake in 5–10 minutes.

Proficiency with technology (CallRail, Clio Grow/Manage, email, calendars).

Discretion and judgment when handling sensitive matters.

Training & Expectations

Learn and follow the sample call scripts provided.

Escalate urgent matters (e.g., custody, court dates, hospitalizations) to the attorney immediately.

Ensure every intake receives a response from an attorney within 24 hours.