Client Intake Strategist – Personal Injury Law Firm

3 days ago

Irvine, California, United States Crockett Law Group Full time $60,000 - $80,000 per year

Job Overview

Join a fast-growing, high-impact personal injury law firm that's changing lives — one client at a time. We're looking for a full-time, Personal Injury Client Intake Strategist to be the first voice our clients hear and a key part of how we determine which cases to accept.

The ideal candidate is someone who shares our passion for making a positive difference, takes pride in their work, and lives our Core Values: pride, teamwork, service with gratitude, discipline, and excellence.

This is a salaried exempt position that requires the regular exercise of independent judgment in evaluating case viability and deciding whether to sign potential clients. You'll be empowered to take ownership of intake decisions while working within a supportive, collaborative team.

Responsibilities

  • Engage potential clients with professionalism, empathy, and trust-building from the very first interaction
  • Conduct thorough intake calls with potential personal injury clients
  • Evaluate the facts of each potential case and exercise discretion and independent judgment when deciding whether to sign clients, with the option to consult management as needed
  • Maintain accurate data entry and complete follow-up tasks promptly in our case management system (CASEpeer)
  • Communicate clearly and compassionately across all platforms: phone, text, chat, and email
  • Collaborate with attorneys or management on complex or urgent leads
  • Transition newly signed clients to the appropriate case team and ensure a smooth onboarding experience
  • Perform other duties and take on evolving responsibilities as needed to support legal operations and advance firm objectives

Qualifications

  • Bilingual (English/Spanish) required
  • Bachelor's degree required
  • Cumulative GPA from your bachelor's degree must be included
  • Strong judgment and decision-making skills — especially when evaluating new client inquiries
  • Friendly, empathetic demeanor and a strong sense of professionalism
  • Excellent verbal and written communication skills
  • Highly organized and able to manage multiple leads, follow-ups, and deadlines
  • Comfortable working independently while contributing to a collaborative team
  • Prior experience in legal intake, sales, or customer service preferred
  • Experience in personal injury or legal intake is helpful, but not required — we're looking for fast learners who thrive in a high-performance environment and want to grow in the legal field.

Job Type: Full-time

Pay: $70, $76,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Free parking
  • Health insurance
  • Opportunities for advancement
  • Paid sick time
  • Paid time off
  • Travel reimbursement
  • Vision insurance

Application Question(s):

  • What was your BA cumulative GPA?
  • Are you available to work weekends or evening shifts if scheduled on rotation?
  • How would you describe your client communication style?
  • Describe a time you had to calm down an upset customer or client. What did you do and what was the result?

Ability to Commute:

  • Irvine, CA Required)

Ability to Relocate:

  • Irvine, CA 92618: Relocate before starting work (Required)

Work Location: In person

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