[Hiring] Intake (English/Arabic) @CEO Lawyer Personal Injury Law Firm

Role Description

As an Intake & Retention Specialist, you will be the first point of contact for our clients, managing inbound communications while guiding potential clients through the intake and retention process. In your day-to-day activities, you will assist prospective clients by qualifying their cases, gathering critical information, and ensuring a smooth transition into representation.

As a Full-Time Virtual Legal Aide, you will support both the Intake and Retention functions by performing the responsibilities listed below but not limited to those outlined in this document.

Responsibilities

• Intake:
  • Answer incoming calls with strong customer service skills.
  • Transfer calls to appropriate team members as needed.
  • Qualify and screen leads based on type of law and potential conflicts of interest.
  • Ensure all leads are properly directed through the intake and retention funnel.
  • Gather, review, and document detailed information regarding accidents via phone or in person.
  • Collect insurance details from all involved parties, including claim numbers, policy limits, and adjuster information.
  • Obtain and verify client contact information.
  • Request and review police or incident reports.
  • Gather hospital, ambulance, and medical provider information.
  • Collect and organize photos related to the incident, including property damage and injuries.
• Retention:
  • Prepare and clearly explain retainer agreements to clients.
  • Guide clients through signing and returning agreements to initiate representation.
  • Open and maintain accurate client files.
  • Upload PNC records into the appropriate OneDrive and CMS systems upon engagement.
  • Input all client details and documentation into the CMS system under the assigned file number.
  • Assign cases to the appropriate case manager.
  • Set clear expectations for clients and communicate firm expectations effectively.
• Medical Records:
  • Request medical records following provider-specific procedures.
  • Process and organize medical records upon receipt from providers.

Qualifications

• Fully Bilingual (English required; Spanish is a plus).
• Strong communication and interpersonal skills.
• Experience in personal injury law is a plus.
• Detail-oriented with strong organizational skills.
• Ability to multitask and manage high volumes of calls and documentation.
• Comfortable working with CRM/CMS systems (e.g., Filevine or similar tools).
• Reliable PC or laptop (wired internet connection recommended).
• Headset with noise-canceling capability and a quiet workspace.
• This is a remote role; candidates are responsible for their local taxes.
• Availability to work weekend and evening shifts (US time).

Compensation

• The pay rate for this role is: 6 USD per hour (Remote)