Legal Intake Specialist (Personal Injury) - Remote

About the role

A fast-growing U.S. personal injury law firm is hiring a Legal Intake Specialist through Operationary, which is running a retained search on its behalf. This is a fully remote, independent contractor position open to international candidates. You will be the first point of contact for prospective clients, managing the intake process from first contact to new client onboarding.

Key responsibilities

• Answer incoming potential client calls through Zoom Phone and reply promptly to online inquiries, collecting case details and entering them accurately into LeadDocket
• Gather facts, injury information, liability and insurance details to evaluate case viability
• Communicate professionally with clients by phone, text, email and Zoom, and follow up on information
• Collaborate with attorneys to decide on case acceptance quickly and document call sources in LeadDocket
• Turn qualified leads into signed clients through clear, caring communication and consistent follow-up
• Handle administrative tasks such as digital file organization, document uploads and Zoom Phone call handling
• Process new client onboarding, including data entry, paperwork collection and case opening in Filevine, then hand off to the assigned attorney and case manager
• Schedule appointments for qualified clients and work with marketing on outreach strategies and partnerships
• Maintain confidential records in Filevine and assist in training new team members

Required profile

• 1-2 years of sales experience, ideally phone-based or consultative; legal, insurance or customer service experience is a plus
• Fluent, professional English (written and spoken)
• Flexible schedule, with hours open to discussion
• Reliable high-speed internet, a dependable computer and a quiet, private workspace
• Ability to work independently and stay accountable in a remote setting

Required skills

• Microsoft Office (Excel, Word, PowerPoint)
• Familiarity with Filevine, LeadDocket or similar case and lead management software is a plus

What we offer

• Comprehensive training and ongoing support
• Holiday time: after 90 days, a bank of 11 holiday days, with the schedule shared with the firm each year