Legal Intake Specialist

Accountabilities:

• • Serve as a welcoming and professional first point of contact for prospective clients seeking information about Social Security Disability benefits.

  • Conduct detailed intake interviews to collect accurate medical, employment, personal, and case-related information.

  • Screen prospective cases against applicable Social Security Disability eligibility guidelines.

  • Explain the disability benefits application and appeals process clearly, accurately, and compassionately.

  • Answer incoming calls and respond to online inquiries while maintaining a high standard of professionalism and service.

  • Schedule consultations and conduct appropriate follow-up with prospective clients throughout the intake process.

  • Enter, update, and maintain accurate client information in CRM or case management systems.

  • Complete administrative tasks related to client onboarding and case intake.

  • Maintain strict confidentiality when handling sensitive personal, medical, and legal information, following HIPAA requirements and applicable policies.

  • Communicate effectively with clients, attorneys, and internal team members to support a smooth intake and onboarding process.

  • Manage a high volume of inquiries while remaining organized, attentive, and composed.

  • Collaborate with internal stakeholders to ensure prospective clients receive timely and consistent support.

  Requirements:

  • High school diploma or equivalent required.

  • Bachelor’s degree preferred but not required.

  • Previous experience in a law firm, legal intake environment, client services, or call center is preferred.

  • Knowledge of Social Security Disability programs, including SSDI and SSI, is preferred but not required; training will be provided.

  • Strong verbal and written communication skills, with the ability to explain information clearly and compassionately.

  • Excellent listening and interpersonal skills, particularly when interacting with individuals sharing sensitive or personal information.

  • Strong attention to detail and commitment to maintaining accurate records and data.

  • Ability to handle high call volumes and multiple priorities while maintaining professionalism and service quality.

  • Comfortable working independently in a remote environment while collaborating effectively with attorneys and internal teams.

  • Proficiency with computers, data entry, CRM platforms, or case management systems.

  • Ability to maintain confidentiality and follow HIPAA requirements and organizational policies.

  • Fluency in English and Spanish.

  • Availability to work 8:00 AM–5:00 PM EST/EDT.

  Benefits:

  • Compensation range of $1,142–$1,220 USD.

  • 100% remote, home-based position.

  • Full-time, long-term career opportunity.

  • Paid time off.

  • Bonuses.

  • Parental leave.

  • Professional development and training.

  • Dedicated team support.

  • Opportunity to work in a culturally diverse and collaborative environment.

  • Training provided on Social Security Disability matters.