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Legal Intake Specialist – Personal Injury
Ovation Law FirmLegal Intake Specialist at Ovation Law Firm serving as the first point of contact for potential clients. Providing empathetic support and qualifying leads for partner legal teams.
About the role
Key responsibilities & impact- Respond to incoming inquiries via phone, web forms, and chat in real time, providing rapid, attentive support to individuals seeking legal help after an injury
- Conduct concise (5–8 minute), compassionate discovery calls to gather and assess essential case details such as incident information, injuries, liability, and insurance status
- Apply proprietary scripts and strict qualification criteria to quickly determine whether a case is a fit for partner legal teams
- Use an assumptive, sales-minded approach to perform live warm transfers to our partner legal teams or schedule timely callbacks for qualified leads
- Accurately document all caller information, case details, and outcomes in Salesforce, ensuring data accuracy and completeness
- Manage follow-ups for pending leads, maintaining an organized pipeline and re-engaging prospects who were not ready to proceed on initial contact
Requirements
What you’ll need- Strong English communication skills (C1 level), both verbal and written
- Fully bilingual, fluent in both English and Spanish
- At least 1 year of experience in a high-volume call center, customer service, or medical/legal office environment
- Exceptional verbal communication skills with the ability to mirror a caller’s tone, demonstrate empathy, and build rapport quickly
- Sales-minded approach focused on educating callers and guiding them toward taking action on their personal injury matter
- Tech-savvy and comfortable typing 45+ WPM while speaking with callers and navigating multiple software platforms simultaneously
- Ability to work independently from a home office with stable, high-speed internet and a quiet, professional workspace
- Must have a laptop or desktop computer with a minimum of 8GB RAM and an Intel Core i5 processor or higher
- Must have a stable internet connection with a minimum speed of 25 Mbps
- Available to work U.S. business hours
- Willingness to use time-tracking software
Benefits
Comp & perks- 6 paid time-off (PTO) days per year
- 100% remote work environment
- Opportunity to work closely with leadership and legal professionals in a growing, modern law firm
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
case assessmentdata documentationsales techniquescustomer servicecall center experiencelegal terminologyempathy in communicationlead qualificationdiscovery callstyping speed 45+ WPM
Soft Skills
strong communication skillsbilingual (English and Spanish)ability to build rapportindependent worktime managementactive listeningcompassionate interactionorganizational skillsadaptabilityproblem-solving