Intake Specialist

About J&Y Law Firm

Working Hours: This position requires availability for a night shift schedule of 9:00 PM to 9:00 AM. Candidates must be able to reliably work these hours as part of their regular work schedule.

We are a rapidly growing Plaintiff's Elder Abuse & Personal Injury practice located in Los Angeles, CA. We are currently seeking an experienced Personal Injury Intake Specialist to join our dynamic team.

We are proud of our commitment to and vision of providing clients with the highest level of service. The ideal candidate will be someone who wants the chance to make a difference for our clients and contribute to our firm as a whole.

What we provide:

-A team environment guided by respect and care

-An investment in technology and processes for our team

-A challenging, fast paced, and interesting case load

-A very competitive salary

-Growth opportunity and a collaborative team environment, in addition to a competitive benefits package, including medical, dental and vision options and paid parking.

General Statement of Responsibilities

The Personal Injury Intake Specialist is the first point of contact for potential clients seeking representation for personal injury cases at Javaheri & Yahoudai, A Professional Law Corporation. This includes, but is not limited to, cases involving:

• Auto accidents (car, motorcycle, rideshare)
• Slip and falls & premises liability
• Dog bites
• Elder abuse & neglect

The Intake Specialist plays a critical role in assessing case viability, gathering accurate client and incident details, and providing a compassionate and professional experience that reflects the firm’s commitment to exceptional client service. This position requires attention to detail, strong listening skills, and the ability to work under time-sensitive conditions.

Essential Responsibilities

Client Intake & Screening

• Answer inbound calls, online form submissions, and direct referrals within established timeframes.
• Use approved intake scripts to guide initial conversations and ensure all relevant facts are collected.
• Conduct preliminary case evaluation for auto accidents, slip and fall, dog bites, and elder abuse cases, documenting:
• Date, time, and location of incident
• Injuries sustained
• Medical treatment received
• Liability details
• Insurance coverage (if applicable)
• Accurately document all information in the case management system (Litfy, or equivalent).
• Flag potential high-value cases for manager review.

Client Communication & Follow-Up

• Build trust and rapport with potential clients by demonstrating empathy and understanding their needs.
• Follow up on pending leads to secure additional information or determine status.
• Provide timely status updates to prospective clients and explain next steps.
• Follow firm escalation procedures for complex cases or clients requiring urgent attention.

Documentation & Data Management

• Ensure all intake records, call logs, and case notes are properly completed and filed in the case management system.
• Track and document all follow-up attempts and client communications.
• Verify data accuracy, including correct spelling of names, dates, and incident descriptions.

Collaboration & Coordination

• Work closely with Case Managers, Investigators, and Attorneys to ensure seamless handoff of qualified cases.
• Flag any incomplete, conflicting, or unclear case information for internal review.
• Participate in weekly intake team huddles to review process updates and case trends.

Compliance & Confidentiality

• Maintain 100% confidentiality of all client and case information.
• Comply with HIPAA, California privacy laws, and internal firm protocols on data handling and security.
• Adhere to all scripts, disclosures, and intake guidelines established by the firm.

Qualifications

• 1-3 years experience in personal injury intake, legal intake, call center intake, or client services role in a law firm or healthcare setting.
• Strong working knowledge of personal injury case types, including auto accidents, slip and fall, dog bites, and elder abuse.
• Excellent verbal communication skills – able to gather facts while building rapport with potential clients.
• Demonstrated ability to multi-task in high-volume environments.
• High level of attention to detail in data entry and documentation.
• Ability to follow scripts and procedures while adapting to different client personalities.
• Experience with Litify, Filevine, PracticePanther, or similar legal case management software preferred.
• Bilingual (Spanish) is required.