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Intake Specialist

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Intake Specialist

Sneed & Mitchell LLP - The Injury Team

Intake Specialist

Skills

CRM

21 days ago

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Important information


Contract type:

Permanent

Salary:

From $31,200 / year

Location:

California, USA

Work mode:

Remote

Published on:

2 October 2026

What they need


We at Sneed & Mitchell LLP are seeking an Intake Specialist for a weekend contract opportunity within the legal services industry. We are a nationwide personal injury firm aiding those hurt in major accidents in Texas and throughout the United States. This role supports intake operations for concurrent intake, calls, and related support services, helping ensure new clients are cared for, appreciated, and onboarded as new clients for our firm.

This is an ongoing opportunity for someone that enjoys helping people in need, structuring data, document management, and communication with internal teams as needed. The selected candidates will receive training across multiple case types and will work in a team-focused environment that values accuracy, reliability, confidentiality, and service excellence.

Key Responsibilities

  • Help in the client-facing intake process from initial contact through signed representation, handling calls, texts, web forms, and scheduled consultations to ensure clear next steps, persistent follow-up, and successful conversion.
  • Handle screening and qualifying prospective clients against firm criteria, ensuring that case details are properly captured and transitioned to the legal team.
  • Confidently communicate the firm’s value proposition, address objections, and secure engagements that meet practice criteria, while coaching intake staff on scripts, bilingual communication, and empathetic tone.
  • Success Metrics: Maintain accountability for personal intake metrics such as response speed, contact rates, follow-ups, and signed cases, adjusting approach as needed to improve results.
  • Develop and maintain intake scripts, qualification checklists, and call frameworks aligned with personal injury standards including liability, damages, venue, and medical pathways, while ensuring conflict checks, insurance details, police reports, and medical information are captured and handed off accurately.
  • Ensure CRM hygiene, accurate source attribution, and pipeline integrity, recommending improvements based on trends observed in blogs, FAQs, and client results content.
  • Partner with attorneys, pre-litigation teams, and marketing to absorb volume spikes during campaigns, align on case readiness, and support continuous improvement initiatives.

Compensation and Benefits

  • Pay rate: $15 per hour.
  • Job type: Contract/Temporary.
  • Schedule: Full-time, 10-20 hours per week.
  • Shift availability: Weekends between 7:00 AM and 7:00 PM CST (with other options possible available in the future during the week)
  • Location: San Juan, Puerto Rico.

Job Type: Full-time

Pay: From $15.00 per hour

Expected hours: 10.0 – 20.0 per week

Benefits:

  • Work from home

Work Location: Remote

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