Legal Intake Specialist

Legal Intake Specialist Herman & Wells, P.A. Clearwater, FL Job Details Full-time $18.50 - $24.00 an hour 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Work from home Vision insurance 401(k) matching Opportunities for advancement Paid sick time Qualifications Spanish Teamwork Active listening Process improvement Data entry Full Job Description Want to Help People When They Need It Most? You'll be the first person new clients speak to when they reach out for help. As a Legal Intake Specialist with Herman & Wells , you'll guide them through the first steps of their case, manage the sign-up process, and make sure every new client feels supported and heard. You'll have an opportunity to work in an engaging environment, speak with potential clients, work closely with attorneys, and improve how we bring new clients into the firm. Your role will directly shape the client experience and help people in tough situations feel understood and cared for.

About You:

You are empathetic and a great listener , making clients feel at ease from the first call. You love problem-solving and staying organized , handling multiple tasks without missing details. You have at least one year of experience in phone-based sales or legal intake , where you have guided people through decisions, handled objections, and successfully converted leads into clients. Experience with CRM software or data entry is a required, experience in Lead Docket and Filevine is a plus. Ready to Join Us? Apply today to become part of Herman & Wells , a team committed to helping people through legal challenges. Who We Are Based in Clearwater, FL, the team of attorneys at Herman & Wells specializes in Personal Injury, Property Insurance Disputes, Construction Defects, and Disability Disputes. Founded in 2015 by Jason Herman and Cliff Wells, our firm has grown into a dedicated team of ten attorneys committed to making a difference in our clients' lives. We're not just about winning cases; we're about changing lives through our dedication to our clients' well-being and success.

Legal Intake Specialist Responsibilities PNC Evaluation:

Evaluate "prospective new client" (PNC) inquiries and phone calls, analyzing their case fit while ensuring every potential client feels seen, heard, and empowered. Coordinate with

Attorneys:

Our intake specialists coordinate with our team of attorneys to set up consultations with high value PNCs.

Leverage Our CRM:

Our intake specialists are expected to leverage our CRM (Lead Docket) to manage all aspects of the firm's intake process.

Collaborative Problem Solving:

Our intake specialists work closely with our marketing team to refine outbound sales tactics, build partnerships, and generate feedback and reviews.

Continuous Improvement:

Our intake specialists are expected to play an active role in helping us continually improve our intake process.

Qualifications We're Looking For Empathy & Listening Skills:

You have a genuine ability to connect with others, making clients feel seen, heard, and understood. You know how to ease concerns and build trust through authentic communication.

Sales-Driven:

You have a passion for converting leads into signups and are motivated by the impact you can have on our firm's growth.

Proactive & Organized:

You are a proactive communicator who can handle keeping multiple tasks on track and ensuring smooth transitions between different phases of an intake process.

Prior Experience:

Previous phone sales or legal intake experience IS a requirement for this position.

Data Entry Skills:

Prior experience with roles requiring data entry and spreadsheet management skills is a plus.

CRM Proficiency:

Our intake specialists spend leverage our CRM in everything they do on a day to day basis, so prior experience with a CRM platform will make you stand out from other applicants.

Spanish Speaker:

Not required but a large plus!

Benefits We Provide:

Employer-Covered Health Insurance :

Your health insurance is 99% covered by the firm Day 1. Dependents are not covered by the firm, but can be added by the employee. 3

Weeks of PTO Annually:

We provide all our employees 120 hours a year to use as they please. This includes vacation, sick days, mental refresh days, ohana days or anything you like! Hours are accrued pro-rated after 90 days, and refill in full on Jan 1. 4

Day Work Week:

To ensure our phone hours are covered, our intake shifts are (4) 10-hour shifts, which does not include weekends or overnights. Growth Paths in the

Legal Field:

Our goal is to provide learning and growth opportunities for those looking to advance in the legal field.

Potential Work From Home/Hybrid Schedule:

Once established and confident in your role, we are open to discussing opportunities to work from home on a hybrid schedule.

Job Type:

Full-time Pay:

$18.50 - $24.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Opportunities for advancement Paid sick time Paid time off Vision insurance

Work Location:

In person