_**Our Company Core Values**:_
We always fight for the WIN!
We prioritize doing the right thing and holding each other accountable.
We deliver an exceptional client customer service experience.
We respect others and emphasize professionalism.
We always place our client's interests before our own.
We are consistent and focused on solutions.
**INTAKE SPECIALIST**
**Position Summary**:
The Legal Intake Specialist will be responsible for handling new client inquiries, chasing evening leads, and opening new cases using **Lead Docket** and **Filevine** general working hours will be between 11am and 7pm.
This role is crucial in ensuring no potential client falls through the cracks, even outside traditional business hours.
**Key Responsibilities**:
- Opening files that are pending **Filevine** transmission inside of **Lead Docket**.
- Answer and respond to inbound calls, web forms, texts, and chat leads from potential clients after-hours.
- Promptly follow up on all evening leads using Lead Docket's tracking system.
- Qualify potential clients through thorough intake interviews.




- Accurately enter data into **Lead Docket** and open new cases in **Filevine**.
- Ensure all lead statuses and contact attempts are appropriately tracked and updated in real time.
- Maintain a high standard of empathy, professionalism, and active listening to build trust quickly.
- Escalate urgent claims or time-sensitive leads to Attorney on call
- Perform data integrity checks to ensure accurate intake and case information.
- Maintain confidentiality and compliance with legal and ethical standards.
**Qualifications**:
- Proficient and **fluent in Lead Docket and Filevine** (PREFERRED).
- Excellent communication skills (both verbal and written).
- Must be tech-savvy and able to multitask across multiple software platforms.
- Ability to work independently and responsibly during overnight or late evening shifts.
- Strong organizational skills and attention to detail.
- Empathy-driven with a client-first attitude.
Bilingual (English/Spanish) fluent English is REQUIRED.
Pay: $229,****** - $287,****** per year
Work Location: In person

📌 Intake Specialist/Customer Service Representative (Spanish Speaking) (Tepic)
🏢 Scott Vicknair
📍 Tepic