Legal Intake Specialist (Personal Injury – File Opening) – Aventura, FL (In-Office) Rafaeli Law, PLLC is a fast-growing personal injury law firm seeking a detail-oriented Legal Intake Specialist to assist with opening and setting up new client files after cases are signed. This role is ideal for someone with personal injury experience who is organized, efficient, and understands the importance of properly setting up a case from day one. Compensation • $40,000/year (based on experience) • Opportunity for growth within a rapidly expanding law firm Location & Schedule • In-office – Aventura, FL • Monday to Friday, 9:00 AM – 6:00 PM ****What You’ll Do • Open and set up new client files after retainers are signed • Enter and organize all case information in the firm’s CRM/case management system • Ensure all required documents are collected and properly saved • Verify the accuracy of client information, insurance details, and accident facts • Send welcome emails and initial documentation to clients • Coordinate with intake, case managers, and attorneys for a smooth case onboarding • Maintain organized and compliant digital files Responsibilities: Responsibilities • Open and set up new client files promptly after retainers are signed • Accurately enter client, accident, and insurance information into the case management system • Review intake information for completeness and follow up on any missing details • Upload, organize, and maintain all documents in the firm’s digital file system • Send welcome communications and initial documents to new clients • Request and track necessary documents (ID, insurance, photos, etc.) • Verify coverage information and properly document all available insurance policies • Coordinate with the intake team, case managers, and attorneys to ensure a smooth case onboarding • Ensure all files are properly structured and compliant with firm procedures • Maintain a high level of organization while handling a large volume of new files Qualifications: Qualifications • Required: Prior experience in personal injury law (intake, case management, or file opening) • Strong attention to detail with the ability to accurately input and review information • Highly organized with the ability to manage a high volume of files simultaneously • Experience with case management software (e.g., Filevine, Clio, Litify, or similar) • Proficient in Microsoft Office (Word, Outlook, Excel) and general computer skills • Ability to follow systems and processes with consistency • Strong written and verbal communication skills • Ability to work independently and as part of a team Compensation: $40,000 - $60,000 yearly
• Responsibilities • Open and set up new client files promptly after retainers are signed • Accurately enter client, accident, and insurance information into the case management system • Review intake information for completeness and follow up on any missing details • Upload, organize, and maintain all documents in the firm’s digital file system • Send welcome communications and initial documents to new clients • Request and track necessary documents (ID, insurance, photos, etc.) • Verify coverage information and properly document all available insurance policies • Coordinate with the intake team, case managers, and attorneys to ensure a smooth case onboarding • Ensure all files are properly structured and compliant with firm procedures • Maintain a high level of organization while handling a large volume of new files • Assist with administrative tasks related to case setup as needed