Legal Intake Specialist

Andrew Pickett Law, PLLC

Legal Intake Specialist

Melbourne, FL
Full Time
Paid
  • Responsibilities

    We are looking for an enthusiastic, professional, and organized Intake Specialist to join the high-performing team at Andrew Pickett Law! As the first voice our potential clients hear, our Intake Specialists play a vital role in shaping their experience and helping those in need find trusted guidance after an injury or accident. This position is ideal for someone who thrives in a fast-paced, people-focused environment, has a natural ability to build rapport quickly, and is motivated to meet and exceed performance goals each week. Benefits: Competitive Salary based on experience. Health insurance 401(k) Holidays and Paid Time Off Opportunities for professional development and growth within the firm. Work Location: Hybrid/Remote Schedule: M-F with weekend and/or after-hours coverage on a rotating basis. Job Type: Full-time, hourly Salary: Starting at $20 per hour Background checks: Required Responsibilities: Serve as the first point of contact for all new potential clients via phone, email, chat, or in-person. Engage callers with empathy and professionalism, building trust while gathering essential case details. Assess the viability of each potential case and determine next steps — whether to sign the case internally or refer it externally. Enter client data accurately and efficiently into our case management system. Conduct timely follow-up calls, texts, and emails with potential clients to maintain engagement and move qualified leads toward signing. Meet weekly goals related to call volume, follow-up activity, and signed case conversions. Collaborate with the marketing and new client services team to ensure seamless client intake and onboarding. Uphold Andrew Pickett Law’s values of compassion, excellence, and relentless advocacy in every interaction. Qualifications: Qualifications & Skills High school diploma or GED required ; some college coursework preferred. Prior sales or customer service experience required – legal office experience a plus. Bilingual in English and Spanish preferred (not required but preferred). Exceptional communication and interpersonal skills; ability to build rapport quickly and maintain professionalism in high-stress situations. Strong attention to detail and accuracy in data entry. Motivated self-starter with the ability to work independently and as part of a team. Positive, energetic, and goal-oriented with a passion for helping others. Comfortable with technology and CRM or intake software systems (training provided). Competencies Excellent Telephone Etiquette. Strong Communication and Consultation Skills. Relationship-Building Client Care. Ethical Practice and Confidentiality. Cultural Awareness and Sensitivity. Attention to Detail and Organizational Skills. Results-Driven Mindset. Compensation: $20 hourly

    • Serve as the first point of contact for all new potential clients via phone, email, chat, or in-person. • Engage callers with empathy and professionalism, building trust while gathering essential case details. • Assess the viability of each potential case and determine next steps — whether to sign the case internally or refer it externally. • Enter client data accurately and efficiently into our case management system. • Conduct timely follow-up calls, texts, and emails with potential clients to maintain engagement and move qualified leads toward signing. • Meet weekly goals related to call volume, follow-up activity, and signed case conversions. • Collaborate with the marketing and new client services team to ensure seamless client intake and onboarding. • Uphold Andrew Pickett Law’s values of compassion, excellence, and relentless advocacy in every interaction.