Paralegal & Intake Specialist

Paralegal & Intake Specialist
Work Modality: 100% Remote
Language Requirement: Bilingual (Spanish/English) — English B2 preferred
Shift: Monday to Friday, 08:00 AM – 05:00 PM EST
Experience Required: 1–2 years (California law and Personal Injury experience preferred)

About the Role
This blended Paralegal and Intake Specialist position supports by managing high‑volume Personal Injury (PI) pre‑litigation cases while serving as the initial point of contact for prospective clients. The ideal candidate is empathetic, detail‑oriented, and highly organized, with strong communication skills and the ability to manage both client intake and ongoing case development.
You will work alongside a collaborative, client‑focused legal team committed to the firm’s core values: Excellence, Teamwork, and Integrity. This role plays a critical part in ensuring clients receive exceptional service from first contact through the progression of their cases, including wrongful death, TBI, catastrophic injury, and major orthopedic matters.

Key Responsibilities
Intake & Client Onboarding
Serve as the first point of contact for prospective clients via phone, chat, email, and web forms.
Conduct initial case screenings to assess eligibility based on firm criteria.
Gather and document detailed information regarding incidents, injuries, damages, and representation needs.
Educate clients on the intake process and next steps (without providing legal advice).
Schedule consultations for qualified leads and ensure accurate, complete data entry in intake systems (e.g., Clio Grow).
Follow up with prospective clients to finalize intake steps and documentation.
Collaborate with attorneys, paralegals, and management to ensure seamless case handoff.
Pre‑Litigation Case Management
Manage a large volume of PI pre‑litigation cases from intake through case development.
Maintain frequent communication with clients to provide updates and explain medical treatment plans.
Review and analyze medical records to assess case value and necessary treatment.
Coordinate and oversee clients’ medical treatment, including surgeries, injections, infusions, and specialist referrals.
Assist clients in navigating medical providers, procedures, and ongoing care.
Prepare complete and accurate case files for submission to the demands department.

Required Experience & Skills
1–2 years of experience in PI case management or legal intake; California PI law experience strongly preferred.
Strong understanding of medical terminology and treatment types (surgeries, injections, infusions, etc.).
Ability to manage high‑volume caseloads and intake queues simultaneously.
Experience acting as a liaison between clients, medical providers, and legal teams.
Proficiency in typing at least 40 wpm.
Experience with CLIO or similar legal practice management systems is a strong plus.
Bilingual proficiency (Spanish/English) preferred.

Personality Traits
Self‑motivated, proactive, and able to work independently with minimal supervision.
Go‑getter mindset with strong ownership and accountability.
Excellent problem‑solving abilities and critical‑thinking skills.
Fast learner with adaptability in a high‑volume, fast‑paced legal environment.
Highly organized, efficient, and capable of balancing multiple priorities.
Empathetic, compassionate, and emotionally intelligent when speaking with clients in stressful situations.
Professional, client‑focused demeanor with strong communication and interpersonal skills.

Skills
Personal Injury Case Management | Pre‑Litigation Case Handling | California PI Law | Case Intake & Screening | Legal Intake Specialist | Case Evaluation | Medical Records Review | Medical Terminology (surgeries, injections, infusions) | Case File Preparation | Case Handoff Coordination | PI Case Documentation | High‑Volume Caseload Management | Legal Customer Service | Client Communication

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