Legal Intake Specialist

Responsibilities

• Answer inbound calls and respond to web leads quickly — speed matters
• Conduct full intake interviews in English and Spanish, with empathy and professionalism
• Qualify cases against our firm's criteria (accident type, injuries, treatment, liability, insurance, statute of limitations)
• Walk qualified prospects through the retainer and e-sign the agreement on the same call whenever possible
• Follow up persistently with warm leads who didn't sign on the first contact — calls, texts, and emails until they sign or decline
• Accurately log every lead, call note, and case detail in our CRM / case management system
• Coincide with attorneys and case managers to smoothly hand off newly signed clients
• Hit weekly and monthly sign-up goals

Qualifications

• Prior legal intake experience is required — personal injury intake strongly preferred
• Fully fluent in Spanish and English (verbal and written) — required
• Proven track record of converting leads into signed clients
• Comfortable on the phone for most of your shift; strong listener and clear communicator
• Organized, detail-oriented, and able to juggle multiple leads at once without dropping the ball
• Familiarity with intake CRMs and e-signature tools (Litify, CASEpeer, Filevine, Lead Docket, DocuSign, or similar) is a big plus
• Empathetic, calm, and professional — many of our callers are in pain, scared, or overwhelmed
• Self-motivated and goal-driven; you actually like having a sign-up target

About Rafaeli Law PLLC

Rafaeli Law is a cutting-edge, personal injury law firm that’s redefining what it means to serve accident victims with compassion, precision, and relentless advocacy. Since launching in 2020, we’ve experienced rapid growth by combining high-impact legal representation with innovative technology and a client-first approach. Our team is driven, collaborative, and obsessed with results—we don’t just settle cases, we change lives. If you're looking to be part of a modern law firm that values its people as much as its clients, Rafaeli Law is the place to grow.

Compensation

$60,000 - $60,000/year