Posted 6 days ago
Intake Specialist
AI Summary
Evaluates prospective personal injury clients by gathering incident details, conducts initial consultations, and schedules appointments. Maintains client records in Litify, sends e-signature documents, collects supporting materials, and follows up on pending items.
About this role
About the role
The Intake Coordinator is the empathetic first point of contact for prospective personal injury clients. This role evaluates case viability by gathering detailed incident information, conducts initial consultations, and schedules appointments. Responsibilities includeaccuratedata entry inLitify, preparing and sending e-signature documents, collecting supporting materials, following up on pending items, and obtaining crash reports as needed. The coordinator alsorefersnon-qualifying inquiries appropriately andparticipatesin rotating after-hours and weekend on-call coverage. Success requiresstrong communication, emotional intelligence, attention to detail, and the ability to thrive in a fast-paced, client-focused environment.
What you'll do
- Receive/outbound calls and create intakes, create that great first impression with a potential client.
- Screen callers for viable cases by gathering information from potential client.
- Scheduling client appointments.
- Take detailed notes during client calls and meetings.
- Create and maintain information in our Litify system.
- Merge and send documents via our E-signature platform.
- Obtain photos of vehicles/injuries, driver’s license, insurance information, vehicle location, and claim number if available at the time of intake.
- Follow up with crash reports as needed, follow up with pending items from clients, make calls to SAPD or other police agencies to verify report.
- Learning about our firm’s services and referring clients who are not a fit for us.
- After hours and weekends on call for potential clients – rotating schedule with other intake coordinator.
Qualifications
- High school diploma or equivalent. Bachelor degree preferred.
- Minimum 1 year of Personal Injuryexperience.
George Salinas Injury Lawyers is a premier personal injury law firm headquartered in San Antonio, Texas, serving clients across South Texas and beyond. Founded by trial attorney George Salinas, we specialize in advocating for individuals injured in accidents, ensuring their voices are heard and lives restored. With over 110 years of combined team experience, we've recovered hundreds of millions of dollars for clients through relentless, compassionate representation. We hold insurance companies and corporations accountable, offering full-service support from consultation to resolution—with no out-of-pocket expenses or legal fees. Operating 24/7, we provide free consultations and direct attorney access, blending strength, knowledge, and empathy to make complex legal processes supportive and accessible.
Skills
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