Intake Specialist

Headquarters: California, United States Join a premier team known for exceptional client care. As our first point of contact, you'll help evaluate potential cases and keep matters moving with accuracy and empathy. What you'll do: Evaluate 5-6 potential clients daily by phone, while also addressing email and in-person communications as needed. Research claims/entities and draft concise internal memos to support case evaluation. Perform document review and keep our database/CRM and calendars spotless. Collaborate across the firm and pitch in where needed—including assisting with new-hire training when applicable. What you'll bring: Superior organization (documents & calendar) and reliable follow-through in a fast pace. Meticulous intake skills and critical thinking to spot strengths, weaknesses, and themes. Excellent communication (written & verbal) and professionalism with a wide range of personalities. Comfort multitasking and adapting as priorities shift in a growing firm. Proficiency with MS Word, Excel, and practice management software. Spanish fluency preferred . Requirements 1 year of Customer Service Benefits What We Offer: Hourly pay: $26-$28 BOE Industry-Leading Benefits: Firm pays 100% of premiums for dental and vision Firm pays 100% of all Silver-level medical plans Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing) $500 annual FSA contribution Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay , plus your birthday off as a fully paid day .