Legal Intake & Client Communications Specialist
NeoWork is looking for a Legal Intake & Client Communication Specialist to serve as the first point of contact for new leads, existing clients, and medical providers. This role combines high-empathy client support with a light sales and retention component, focused on building trust, securing completed intakes, and confirming signed engagements. Accuracy, compliance, and clear documentation are critical, as this role supports both client experience and internal legal operations.
You will handle inbound and outbound communications, coordinate with attorneys and intake managers, and ensure all client information is properly qualified and recorded in the firm’s systems. This role is ideal for someone who is confident speaking with clients, comfortable guiding conversations toward clear next steps, and highly detail-oriented in regulated environments.
Responsibilities
- 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
- 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
- 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.