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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal injury intake processes, including structured interviews and case evaluations, while maintaining high data accuracy and client confidentiality. Proficient in both English and Spanish, facilitating effective communication with diverse clients in a high-volume legal environment.
Highest-signal resume keywords
Personal Injury Intake ExperienceStructured Intake InterviewsLitify Case ManagementBilingual Communication (English and Spanish)Lead Conversion and Intake KPIs
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Entry AccuracyCase EvaluationIncident DocumentationFollow-Up CompletionClient CommunicationLegal Intake ProceduresHigh-Volume Inquiry HandlingEffective Questioning TechniquesConfidentiality ProtectionKnowledge of Personal Injury Matters
Soft Skills
Active ListeningEmpathyOrganizationProfessional Telephone Communication
Tools & Technologies
LitifyFilevinePracticePanther
Industry Keywords
California Privacy RequirementsHIPAA CompliancePlaintiff-Side Personal InjuryAuto AccidentsPremises LiabilitySlip-and-Fall CasesDog BitesElder AbuseIntake Team GoalsClient Engagement
About the role
Key responsibilities & impact- Serve as a trusted first point of contact for prospective clients reaching the firm through inbound calls, online inquiries, and referrals
- Conduct structured case screenings for motor vehicle accidents, rideshare accidents, premises liability, slip-and-fall incidents, dog bites, and elder abuse or neglect matters
- Gather incident details, injuries, medical treatment, potential liability, insurance coverage, and other information needed for case evaluation
- Apply intake criteria to identify potentially viable, high-value, urgent, or complex matters and escalate them to the appropriate legal team members
- Build rapport with prospective clients, communicate with empathy, and explain the intake process clearly
- Follow up with pending leads, obtain missing information, and help qualified prospects progress toward engagement with the firm
- Maintain accurate intake records, call logs, case notes, and follow-up activity in Litify
- Coordinate handoffs to attorneys, case managers, investigators, and other internal teams
- Protect confidential client information by following privacy, documentation, and escalation procedures
- Contribute to intake team goals for responsiveness, documentation accuracy, follow-up completion, and prospective-client conversion
Requirements
What you’ll need- 1-3 years of experience in personal injury intake, legal intake, or a comparable high-volume client intake environment, including direct personal injury intake experience
- Working knowledge of U.S. plaintiff-side personal injury matters, including auto accidents, premises liability, slip-and-fall cases, dog bites, and similar claims
- Professional proficiency in both English and Spanish, with the ability to conduct sensitive client conversations confidently in both languages
- Ability to conduct structured intake interviews, ask effective follow-up questions, and accurately document injuries, treatment, liability, insurance, and incident details
- Experience handling a high volume of inbound inquiries and completing timely follow-up with prospective clients
- Strong data-entry accuracy, organization, active listening, and professional telephone communication skills
- Availability to work an assigned Pacific Time schedule, including potential weekend shifts as part of Monday-Sunday coverage
- Experience using Litify, Filevine, PracticePanther, or a comparable legal case management platform; direct Litify experience is especially valuable
- Previous experience supporting a California-based personal injury law firm
- Familiarity with lead conversion, signed-client acquisition, and intake KPIs such as response time, follow-up completion, accuracy, and conversion
- Experience recognizing potentially high-value or time-sensitive personal injury matters for attorney review
- Legal studies, related legal training, or familiarity with HIPAA and California privacy requirements
Benefits
Comp & perks- Remote workplace 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
