Legal Intake Specialist

At Chad Jones Law, we are committed to providing superior legal service and fighting for justice for our clients. Our service-focused, results-driven team routinely reviews medical evidence, investigates accident scenes, works with outside experts, and negotiates with insurance companies to help our clients obtain the compensation they deserve.

We’re a growing Plaintiff's firm that handles a wide range of injury and wrongful death cases, including car, motorcycle, and big truck wrecks.

Responsible for talking with new and potential clients to assess their needs, empathize with them regarding the details of their situation, manage their onboarding with the firm, and help them solve problems.

Serve as the lead and first point of contact for prospective clients and contribute to their first impression of the firm.

Strong performers prioritize, work well under pressure, and switch between tasks quickly. This person serves as a positive brand ambassador and drives the conversion of potential clients.

Strong performers feel comfortable speaking on the phone and using technology as much of the time is spent in our case management system (CMS) and other software.

These opportunities can be based out of College Station, Midland or Lubbock, TX.

Client Communication :

• Identify needs and expedite resolutions quickly and efficiently
• Manage high call volume from potential new clients, partners, providers, etc.
• Interviewing potential clients on the phone, moving through a series of questions, and recording the circumstances around the wreck or incident in our CMS to become familiar with their case
• Conduct basic research to investigate whether prospective clients’ claims meet the criteria

Client Support :

• Listen to clients with compassion and sympathy and respond to questions to guide them through the sign-up experience so we can represent them
• Educate new clients on the client sign-up process and the advantages of signing with our firm

Case Management :

• Review all potential new client intakes, disposition to sign, decline, further evaluate, and escalate serious cases for review
• Open new cases in the system by entering detailed notes
• Set up cases for initial stages without errors
• Issue and execute new client contracts via DocuSign
• Reach out to clients who are interested in our services via multiple channels, including phone, text, web chat, and other systems, and respond to inquiries and follow-up
• Refer cases that are not in our area of expertise to other firms and document the referral in our CRM

Data Management :

• Enter detailed client information into the case management system
• Enter data and maintain company calendars
• Comfortable in speaking with law enforcement offices to obtain crash reports to enter into CMS

Scheduling and Coordination :

• Set appointments for potential clients that meet the criteria of the firm to assist in the growth of our caseload
• Onboard new clients by filling out the necessary paperwork and putting together case files
• Schedule initial consultations with attorneys for potential new clients
• Draft and prepare new client paperwork for meeting with attorneys

Minimum Qualifications :

• High school diploma or equivalent with at least 2 years experience in customer service, sales, or similar role
• High-level listening skills to gain a thorough understanding of claims
• Excellent verbal communication skills, with strong attention to detail to explain next steps
• Experience with case management software
• Proficient in Microsoft Office
• Solid data entry and computer skills
• Ability to work on multiple projects simultaneously and adapt quickly to changing priorities in a fast-paced environment and meet all deadlines
• Positive attitude and self-starter
• Punctual and reliable

What Makes You Stand Out :

• Previous legal experience
• Interviewing experience
• Bilingual in Spanish
• Bachelor’s degree in legal studies, communication, or related field
• Salesforce experience

Benefits :

• Medical, dental, vision, and life insurance are available
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Taco Tuesday
• Continuous professional development
• Work-life balance

For 25 years, Chad Jones, a board-certified trial attorney, and his team have been fighting big insurance companies to protect the rights of individuals in our communities in the great state of Texas.

The firm is built on a solid foundation of core values and a culture of high achievers. We are a group of caring and compassionate people on the same mission to serve others.

Chad Jones law provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.