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Legal Intake, Client Communications Specialist
NeoWorkLegal Intake & Client Communication Specialist at NeoWork serving as the first point of contact for client communications. Handling inbound and outbound communications and coordinating with attorneys and intake managers.
About the role
Key responsibilities & impact- Handle inbound calls from new leads, referrals, and active clients
- Conduct outbound follow-ups via phone, SMS, and email (daily for up to 14 days)
- Qualify personal injury and mass tort cases based on defined criteria
- Guide qualified callers through next steps and secure completed intake and signed engagement
- Coordinate and confirm e-signatures and required documentation
- Warm transfer qualified cases to attorneys or intake managers
- Provide status updates to clients and respond to inquiries professionally
- Escalate urgent situations related to injuries, medical needs, or legal deadlines
- Maintain accurate and detailed case notes in FileVine or CRM systems
- Support surge intake needs during mass tort campaigns
Requirements
What you’ll need- Strong spoken English and clear, professional written communication
- Prior experience in legal intake, personal injury, mass tort, healthcare intake, insurance claims, or regulated contact centers
- Comfort with consultative and persuasive conversations, including closing for next steps or signatures
- Ability to handle distressed or urgent callers with emotional control and empathy
- High attention to detail and strict adherence to intake scripts and qualification criteria
- Experience working with CRM systems, legal case management tools, or similar platforms
- Ability to perform well in a fast-paced, high-volume environment
Benefits
Comp & perks- We offer health insurance for contractors
- Holiday Extra Pay
- The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.
- This is a 100% home-based position
- We prioritize the mental health of our team members and offer mental health days to support their well-being.
- In addition to the base salary, performance-based incentives are provided.
- There is an annual review and appraisal process in place.
- There are ample opportunities for professional growth and advancement within the company.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
legal intakepersonal injurymass torthealthcare intakeinsurance claimsconsultative conversationspersuasive conversationsintake scriptsqualification criteriacase management
Soft Skills
spoken Englishwritten communicationempathyemotional controlattention to detailprofessionalismability to handle distressed callersfast-paced environmenthigh-volume environmentclosing for next steps