Bilingual Case Intake Specialist

Are you a natural communicator, gifted at building rapport with people from all walks of life—especially when they’re reaching out in moments of need?

Do you see the art of guiding potential clients through an intake process as an opportunity to showcase empathy, clarity, and a warm, bilingual welcome?

Are you the kind of compassionate listener who can transform every phone call into a meaningful connection, ensuring each client knows they’ve come to the right place?

Final question: When faced with a challenge, do you get excited or run away?

 

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At Kaufman Injury Law, we don’t just practice law—we fight relentlessly for our clients and deliver real results. We’re a high-performance, client-centered law firm that thrives on technology, teamwork, and tenacity to achieve outstanding settlements and verdicts. If you’re a fierce advocate, a strategic thinker, and a team player who’s hungry for growth, this is your opportunity to join a firm that will empower you to excel.

We’re looking for a Bilingual Case Intake Specialist to serve as the first point of contact for new clients. In this role, you’ll play a crucial part in shaping client relationships and guiding them through the intake process. 

With a reputation built on teamwork, communication, and a relentless pursuit of justice, Kaufman Injury Law is seeking a bilingual, empathetic professional ready to make a difference. If you thrive in a fast-paced environment and have a passion for helping others, this could be the perfect fit. 

 

What You’ll Do:

Initial Client Contact:

• Serve as the firm’s welcoming voice for prospective clients—answering calls, emails, and web inquiries with empathy and clarity.
• Conduct detailed intake interviews to determine if potential cases align with firm criteria, applying judgment to assess viability based on training and case acceptance guidelines.
• Demonstrate proficiency in Litify for data entry and case tracking, ensuring client information is accurately documented.
• Provide bilingual support to ensure all prospective clients feel understood and at ease, making them feel confident in their decision to seek legal help.

Intake & Case Setup:

• Send and follow up on DocuSign agreements for new clients, ensuring they understand the legal documents before signing.
• Gather initial documents and organize case files in the firm’s case management software while maintaining accuracy in data entry.
• Execute preliminary case investigations using firm-provided software, gathering details from potential clients and external sources to strengthen case assessments.
• Work closely with paralegals and attorneys to ensure a smooth handoff once intake is complete, allowing for a seamless transition into case handling.

Referral Management:

• Identify and refer out cases that do not fall under Kaufman Injury Law’s primary practice areas, maintaining strong relationships with external legal partners and ensuring all potential clients receive guidance.

After-Hours Coverage (Rotating Schedule):

• Be available 5PM–9PM on weekdays and 8AM–9PM on weekends (alternating weekly with another Intake Specialist) to handle incoming inquiries and sign new clients.
• There is bonus opportunity related to after-hours calls, as well.
• Answer urgent calls, gather basic information, and send contracts to ensure clients receive timely support and the firm captures all viable leads.

Communication & Coordination:

• Liaise closely with the Managing Attorney and Firm Operations Manager to ensure alignment between intake operations and firm objectives.
• Provide regular updates on intake statistics, pending contracts, and the status of new leads, tracking performance and identifying areas for improvement.
• Collaborate across departments to refine the intake process, using feedback loops and data analysis to improve efficiency and case acceptance rates.

What We’re Looking For:

Core Qualifications:

• Bilingual Required: Ability to communicate fluently in English and Spanish is highly desired to better assist a diverse clientele.
• Excellent Communication Skills: Empathy, active listening, and clarity are essential to ensuring prospective clients feel supported and well-informed.
• Detail-Oriented & Organized: Strong organizational skills are required to accurately handle client documentation and manage multiple leads simultaneously.
• Ability to Take Feedback: Open to constructive criticism, eager to learn, and adaptable to continuous process improvements.
• Education & Experience:
  • Bachelor’s degree preferred, though equivalent experience in a client-facing role will be considered.
  • Previous intake or customer service experience in a law firm, healthcare, or hospitality setting is a plus but not required—willingness to learn and adapt is essential.
  • Tech-Savvy: Must be comfortable using cloud-based case management systems, with proficiency in Litify or similar CRM platforms preferred.
  • Ability to Work Independently: Self-motivated professional with the ability to manage tasks efficiently while collaborating with a fast-moving team.

This role offers a structured onboarding and training process with clear 30-60-90 day performance expectations, ensuring new hires develop proficiency in intake best practices, legal case assessments, and our case management software.

 

Why you should work here: 

• Elite Team Environment: Work alongside top attorneys who push each other to be the best. We win together.
• Growth & Mentorship: We invest in your development. We want team members who are always evolving.
• Cutting-Edge Technology: We leverage tech to work smarter, not harder, giving you time to focus on delivering world-class service to our clients.
• Unparalleled Support: Our firm provides the resources, training, and infrastructure you need to maximize your potential.
• Client-Centric, Results-Driven: We don’t settle for average. We fight for maximum compensation every time.

 

Additional perks:

Competitive Salary:  

• We are committed to offering competitive compensation that aligns with the expertise and experience our candidates bring to the table. Apart from the aforementioned bonus opportunity related to after-hours calls, there is room for advancement in role, for the individual who performs.

Comprehensive Benefits: 

• 50% covered health, dental, and vision insurance (with the option to add spouse/dependents)
• Firm-paid short-term and long-term disability
• $50,000 life insurance policy
• 401(k) with 3% match after one year
• 8 days PTO your first calendar year, with increasing PTO each successive year

Flexible Work Environment: Primarily remote with one in-office day each week, fostering both convenience and team bonding.

 

If you’re looking for a dynamic environment where you can make a real impact every day, you’ve come to the right place. We commit 110% to all that we do because true excellence demands dedication, focus, and an unwavering belief in our mission.