Case Intake Specialist

About the role

We are looking for a Case Intake Specialist to join a plaintiff-side litigation firm in Glendale, California on a contract basis. The position suits someone who communicates confidently, stays organized under pressure, and can manage a high volume of prospective client inquiries with accuracy and professionalism. The role focuses on connecting with leads, collecting key case‑related details, performing basic company research, and maintaining thorough records in the firm’s case management system.

Responsibilities

• Contact prospective clients by phone to move new leads through the intake process and gather essential background information.
• Use approved talking points and intake guidelines to ask consistent questions and capture complete, accurate details.
• Record, update, and maintain intake data in Litify while ensuring information is organized and easy to reference.
• Prepare precise notes from conversations so attorneys and team members can quickly understand each potential matter.
• Research businesses tied to incoming matters, including items such as workforce size and office presence, and document findings clearly.
• Manage a steady daily workload by completing a high number of intake interactions in a fast‑moving environment.
• Present information professionally in all client‑facing communications while representing the firm in an experienced manner.
• Support backlog reduction efforts by prioritizing inbound leads and following through on pending intake tasks.

Requirements

• Entry‑level candidates are welcome; training will be provided for the right individual.
• Familiarity with Litify is helpful, though not required.
• Interest in legal support, client intake, or related administrative work.

Skills

• Strong verbal communication skills with the ability to guide conversations and collect information efficiently.
• Excellent note‑taking, documentation, and data entry abilities with close attention to detail.
• Ability to stay organized and productive in a high‑volume, deadline‑driven setting.
• Comfort conducting online research and summarizing findings accurately.
• Detail‑oriented demeanor and dependable work habits suited to a client‑facing legal support role.

Benefits

• Medical, vision, dental, and life and disability insurance available to contract/temporary professionals.
• Eligibility to enroll in the company 401(k) plan for hired contract/temporary professionals.