Description:

About the role:
The Intake Attorney plays a critical role in the initial client intake process by providing timely legal guidance, compassionate consultations, and direct support to the Intake Team throughout the retention process. This position also supports the firm's referral operations, working closely with the Referral Specialists and Co -Counsel relationships to facilitate efficient case evaluations, transfers, and ongoing partnerships. Success requires strong legal judgment, a results-driven mindset, adaptability, and the ability to build trust while delivering an exceptional client experience.

Responsibilities:

Case Evaluation and Legal Support: Serve as a first-line legal resource to the Intake Manager and Intake Specialists, providing assistance with complex inquiries, legal research, and support in converting qualified leads into retained clients.
Client Consultations & Retention: Conduct phone and in-person consultations, during and after business hours when necessary, to evaluate potential cases, answer legal questions, address concerns, explain legal documents, and confidently guide prospective clients through the retention process.
Referral Operations & Co-Counsel Coordination: Support Referral Specialists with inbound and outbound case referrals, facilitate timely case evaluations and transfers, monitor co-counsel performance, and ensure effective communication and adherence to referral agreements.
Referral Partner Development: nurture and strengthen relationships with existing and prospective co-counsel firms, provide insight and support to identify partnership opportunities, and support initiatives that expand the firm's referral network.
Operational Excellence & Client Experience: Collaborate across departments to improve workflows, ensure legal and ethical compliance, and deliver compassionate, responsive, client-centered service consistent with the firm's core values.

Requirements:

Education & Licensure: Juris Doctor (JD) from an accredited law school and active membership in good standing with the state Bar.
Legal Experience: Minimum 4 years of practicing law, preferably in personal injury and/or mass tort litigation.
Legal Judgment & Case Evaluation: Experience in case evaluations and legal research, with sound judgment in assessing case viability, value, risk, and disposition.
Sales & Client Conversion: Results-driven with strong persuasion and communication skills to build trust, address concerns, and retain prospective clients.
Client Centered Mindset: Empathetic, adaptable, and responsive, with the ability to connect with diverse clients and deliver compassionate service.
Analytical & Data-Driven Decisions: Strong analytical skills to interpret data, identify trends, solve problems, and improve performance. Ability to analyze information and make decisions confidently and quickly.
Risk Management & Compliance: Knowledge of legal ethics, professional responsibilities, and statutes of limitations, with the ability to identify and escalate risks.
Communication & Collaboration: Excellent written and verbal communication skills, with the ability to explain legal matters clearly and collaborate effectively.
Adaptability & Growth Mindset: Commitment to continuous learning, process improvement, and adoption of new systems and workflows.
Organization & Time Management: Strong time management and multitasking skills, with the ability to simultaneously manage multiple cases and projects in a busy, fast-paced environment. High attention to detail, superior organizational skills, and effective prioritization of competing demands.
Technology Proficiency: Proficient in legal research software, case management systems, Microsoft Office, and adapting to new technologies.
Professionalism & Teamwork: Accountable, collaborative, and committed to high professional standards, compassion, and integrity.