Intake Specialist

DK Law - Injury, Accident, and MoreCosta Mesa, CA
10hOnsite

About The Position

DK Law is a top-rated Personal Injury Law Firm in California representing plaintiffs in cases involving car, truck, motorcycle, and rideshare accidents. We are seeking a talented Intake Specialist to serve as the first point of contact for potential clients and play a critical role in converting inquiries into retained cases. This role requires excellent communication skills, empathy, and strong judgment. The ideal candidate is organized, detail-oriented, and comfortable working in a fast-paced, high-volume legal environment while maintaining professionalism and compassion.

Requirements

  • Bachelor’s degree highly preferred
  • 1–2 years of customer service experience in an office environment
  • Strong attention to detail and documentation accuracy
  • Proficiency in Microsoft Outlook, Excel, and Word
  • Familiarity with standard office administrative practices and procedures
  • Excellent phone etiquette and interpersonal communication skills
  • Ability to multitask, prioritize, and meet deadlines in a fast-paced setting
  • Comfort working with productivity monitoring tools
  • Positive, upbeat, and professional attitude

Nice To Haves

  • Prior experience in legal intake, personal injury, customer service, or sales strongly preferred
  • Familiarity with legal terminology and case management systems is a plus
  • Bilingual skills such as Spanish, Korean, or Chinese are highly preferred

Responsibilities

  • Serve as the first point of contact for the firm by answering incoming calls, emails, and online inquiries
  • Conduct initial consultations and assess case viability based on firm criteria
  • Gather, document, and verify essential client and accident information accurately
  • Enter and maintain detailed client data in the firm’s case management system
  • Communicate clearly and compassionately with prospective clients during stressful situations
  • Address general questions regarding the firm’s services and intake process
  • Maintain strict confidentiality and adhere to ethical and legal guidelines
  • Assist with marketing follow-ups and lead tracking
  • Work efficiently in a monitored, performance-driven environment
  • Role may include other relevant duties as assigned

Benefits

  • Firm-paid medical, dental, vision, and life insurance after 60 days
  • 401(k) with 3% company match after 1 year
  • 2 weeks of PTO accrued after 90 days
  • Access to our state-of-the-art on-site gym
  • Career pathing and development opportunities
  • A passionate, driven team that actually enjoys working together
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