Post-Retention Intake Specialist

Job Type Full-time Description West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $2 billion recovered for clients, we handle complex, high-stakes cases against major corporations. Position Overview West Coast Trial Lawyers is seeking a detail-oriented and highly organized Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. This role is responsible for gathering and verifying client and case information, completing required documentation, maintaining accurate records in Filevine, and ensuring each matter is properly prepared for handoff to the appropriate legal team. Responsibilities Communicate with newly retained clients to gather and verify case informationCollect required documentation, records, and supporting informationAccurately enter and maintain client and case information in FilevineReview new matters for completeness and follow up on missing informationMaintain detailed and accurate notes regarding client communicationsEnsure required forms and documentation are completed and properly organizedCoordinate the transition of new matters to the appropriate case management or legal teamProvide clients with a professional, responsive, and empathetic experienceFollow established firm procedures, workflows, and intake protocolsManage a high volume of matters while maintaining accuracy and attention to detail Requirements Bilingual fluency in English and Spanish requiredPrevious experience in legal intake, post-retention intake, case management, client relations, or a similar legal support rolePersonal injury or law firm experience highly preferredStrong data-entry, documentation, and organizational skillsExcellent verbal communication and client service skillsAbility to manage multiple matters and follow-ups in a fast-paced environmentStrong attention to detail and ability to identify missing or incomplete informationFilevine or other legal case management software experience preferredProfessional, dependable, and comfortable handling confidential client information West Coast Trial Lawyers offers a comprehensive benefits package that includes medical, dental, and vision insurance, a 401(k) with employer contributions, paid time off, sick leave, along with firm-sponsored team lunches.