Paralegal & Intake Specialist (California)
Paralegal & Intake Specialist
Work Modality: 100% Remote
Language Requirement: Bilingual (Spanish/English) English B2 preferred
Shift: Monday to Friday, 08:00 AM 05:00 PM EST
Experience Required: 12 years (California law and Personal Injury experience preferred)
About the Role
This blended Paralegal and Intake Specialist position supports by managing highvolume Personal Injury (PI) prelitigation cases while serving as the initial point of contact for prospective clients. The ideal candidate is empathetic, detailoriented, and highly organized, with strong communication skills and the ability to manage both client intake and ongoing case development.
You will work alongside a collaborative, clientfocused legal team committed to the firms core values: Excellence, Teamwork, and Integrity. This role plays a critical part in ensuring clients receive exceptional service from first contact through the progression of their cases, including wrongful death, TBI, catastrophic injury, and major orthopedic matters.
Key Responsibilities
Intake & Client Onboarding
• Serve as the first point of contact for prospective clients via phone, chat, email, and web forms.
• Conduct initial case screenings to assess eligibility based on firm criteria.
• Gather and document detailed information regarding incidents, injuries, damages, and representation needs.
• Educate clients on the intake process and next steps (without providing legal advice).
• Schedule consultations for qualified leads and ensure accurate, complete data entry in intake systems (e.g., Clio Grow).
• Follow up with prospective clients to finalize intake steps and documentation.
• Collaborate with attorneys, paralegals, and management to ensure seamless case handoff.
PreLitigation Case Management
• Manage a large volume of PI prelitigation cases from intake through case development.
• Maintain frequent communication with clients to provide updates and explain medical treatment plans.
• Review and analyze medical records to assess case value and necessary treatment.
• Coordinate and oversee clients medical treatment, including surgeries, injections, infusions, and specialist referrals.
• Assist clients in navigating medical providers, procedures, and ongoing care.
• Prepare complete and accurate case files for submission to the demands department.
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Required Experience & Skills
• 12 years of experience in PI case management or legal intake; California PI law experience strongly preferred.
• Strong understanding of medical terminology and treatment types (surgeries, injections, infusions, etc.).
• Ability to manage highvolume caseloads and intake queues simultaneously.
• Experience acting as a liaison between clients, medical providers, and legal teams.
• Proficiency in typing at least 40 wpm.
• Experience with CLIO or similar legal management systems is a strong plus.
• Bilingual proficiency (Spanish/English) preferred.
Personality Traits
• Selfmotivated, proactive, and able to work independently with minimal supervision.
• Gogetter mindset with strong ownership and accountability.
• Excellent problemsolving abilities and criticalthinking skills.
• Fast learner with adaptability in a highvolume, fastpaced legal environment.
• Highly organized, efficient, and capable of balancing multiple priorities.
• Empathetic, compassionate, and emotionally intelligent when speaking with clients in stressful situations.
• Professional, clientfocused demeanor with strong communication and interpersonal skills.
Skills
• Personal Injury Case Management
• PreLitigation Case Handling
• California PI Law
• Case Intake & Screening
• Legal Intake Specialist
• Case Evaluation
• Medical Records Review
• Medical Terminology (surgeries, injections, infusions)
• Case File Preparation
• Case Handoff Coordination
• PI Case Documentation
• HighVolume Caseload Management
• Legal Customer Service
• Client Communication
#Solvo
$680 - $810 a month
#J-18808-Ljbffr
Apply Now
Apply Now
Work Modality: 100% Remote
Language Requirement: Bilingual (Spanish/English) English B2 preferred
Shift: Monday to Friday, 08:00 AM 05:00 PM EST
Experience Required: 12 years (California law and Personal Injury experience preferred)
About the Role
This blended Paralegal and Intake Specialist position supports by managing highvolume Personal Injury (PI) prelitigation cases while serving as the initial point of contact for prospective clients. The ideal candidate is empathetic, detailoriented, and highly organized, with strong communication skills and the ability to manage both client intake and ongoing case development.
You will work alongside a collaborative, clientfocused legal team committed to the firms core values: Excellence, Teamwork, and Integrity. This role plays a critical part in ensuring clients receive exceptional service from first contact through the progression of their cases, including wrongful death, TBI, catastrophic injury, and major orthopedic matters.
Key Responsibilities
Intake & Client Onboarding
• Serve as the first point of contact for prospective clients via phone, chat, email, and web forms.
• Conduct initial case screenings to assess eligibility based on firm criteria.
• Gather and document detailed information regarding incidents, injuries, damages, and representation needs.
• Educate clients on the intake process and next steps (without providing legal advice).
• Schedule consultations for qualified leads and ensure accurate, complete data entry in intake systems (e.g., Clio Grow).
• Follow up with prospective clients to finalize intake steps and documentation.
• Collaborate with attorneys, paralegals, and management to ensure seamless case handoff.
PreLitigation Case Management
• Manage a large volume of PI prelitigation cases from intake through case development.
• Maintain frequent communication with clients to provide updates and explain medical treatment plans.
• Review and analyze medical records to assess case value and necessary treatment.
• Coordinate and oversee clients medical treatment, including surgeries, injections, infusions, and specialist referrals.
• Assist clients in navigating medical providers, procedures, and ongoing care.
• Prepare complete and accurate case files for submission to the demands department.
ul>
Required Experience & Skills
• 12 years of experience in PI case management or legal intake; California PI law experience strongly preferred.
• Strong understanding of medical terminology and treatment types (surgeries, injections, infusions, etc.).
• Ability to manage highvolume caseloads and intake queues simultaneously.
• Experience acting as a liaison between clients, medical providers, and legal teams.
• Proficiency in typing at least 40 wpm.
• Experience with CLIO or similar legal management systems is a strong plus.
• Bilingual proficiency (Spanish/English) preferred.
Personality Traits
• Selfmotivated, proactive, and able to work independently with minimal supervision.
• Gogetter mindset with strong ownership and accountability.
• Excellent problemsolving abilities and criticalthinking skills.
• Fast learner with adaptability in a highvolume, fastpaced legal environment.
• Highly organized, efficient, and capable of balancing multiple priorities.
• Empathetic, compassionate, and emotionally intelligent when speaking with clients in stressful situations.
• Professional, clientfocused demeanor with strong communication and interpersonal skills.
Skills
• Personal Injury Case Management
• PreLitigation Case Handling
• California PI Law
• Case Intake & Screening
• Legal Intake Specialist
• Case Evaluation
• Medical Records Review
• Medical Terminology (surgeries, injections, infusions)
• Case File Preparation
• Case Handoff Coordination
• PI Case Documentation
• HighVolume Caseload Management
• Legal Customer Service
• Client Communication
#Solvo
$680 - $810 a month
#J-18808-Ljbffr
Apply Now
Apply Now