Legal Intake Specialist – Personal Injury

We are seeking an experienced Legal Intake Specialist to help personal injury law firms convert qualified inquiries into signed clients.

Responsibilities

- Contact new leads quickly by phone, text, and email
- Conduct intake interviews using firm-approved questions
- Collect accident details, documents, and insurance information
- Explain the firm’s intake process and approved engagement terms
- Send retainers and consistently follow up for signatures
- Maintain accurate notes and update the CRM
- Escalate legal questions and case-acceptance decisions to an attorney

Requirements

- Experience in personal injury intake, legal sales, or client conversion
- Proven ability to convert qualified leads into signed retainers
- Excellent phone communication and follow-up skills




- Organized, persistent, professional, and comfortable working with KPIs
- Familiarity with legal CRMs and electronic retainer agreements

This position does not involve providing legal advice, setting fees, or independently accepting cases. All legal decisions remain with the supervising attorney.

To Apply

Send your resume and a brief Loom video introducing yourself, describing your personal injury intake experience, and explaining your approach to converting a qualified inquiry into a signed client.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per month

Work Location: Remote

📌 Legal Intake Specialist (Personal Injury) (México)
🏢 Scaled Up Biz
📍 México