Attorney

• 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.

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Legal Intake Specialist – Personal Injury