Legal Intake Specialist

📋 Description

• • As a Legal Intake Specialist at Finch Legal, you will be the crucial first point of contact for individuals seeking legal assistance, embodying the company's mission to make justice accessible to every American household. This role is foundational to our client experience, requiring a unique blend of empathy, efficiency, and a deep commitment to building trust from the very first interaction.
• • You will be responsible for managing inbound calls from potential clients, acting as a compassionate listener and a clear guide through what can often be a stressful and uncertain time. Your primary objective is to understand their situation, confirm their eligibility for our services based on established criteria, and seamlessly guide them through the intake and retainer process.
• • A significant part of your role involves accurately assessing and qualifying cases. This requires a keen ability to listen attentively, ask pertinent questions, and meticulously document information to ensure that every eligible client receives the support they need without delay.
• • You will play a vital part in securing retainers, explaining the process clearly and confidently to ensure clients feel comfortable and informed as they move forward with their legal journey.
• • A key responsibility is the accurate and comprehensive handover of qualified cases to our team of attorneys and lead paralegals. This involves ensuring all necessary documentation and client information is complete, precise, and readily available, facilitating a smooth transition and enabling our legal professionals to act swiftly and effectively.
• • Collaboration with your teammates is essential. As part of a 24/7 operation, maintaining high levels of responsiveness and teamwork is paramount. You will contribute to building and sustaining trust not only with clients but also with our law firm partners, reinforcing Finch Legal's reputation for excellence and reliability.
• • The Legal Operations team at Finch is dedicated to delivering exceptional outcomes for both our law firm partners and their injured clients. This is achieved through a combination of precision, speed, and genuine care. We are assembling a team of top-tier legal operators, drawing experience from law firms across the nation, and empowering them with cutting-edge technology.
• • This technology enables us to serve a greater number of clients with enhanced humanity, ensuring that while we leverage innovation, the personal touch and empathetic support remain at the forefront of our service.
• • Your work directly contributes to Finch's innovative approach to consumer law, which automates administrative burdens and prioritizes the client experience, starting with personal injury cases.
• • Since our launch, we have experienced significant growth, and you will be instrumental in powering pre-litigation services for leading law firms nationwide.
• • By combining expert operational skills with purpose-built AI, Finch handles the entire spectrum of pre-litigation tasks, including intake, claim opening, medical record collection, police report acquisition, lien management, and demand preparation.
• • Your role as an Intake Specialist is the critical starting point of this comprehensive process, setting the tone for the client's entire experience with Finch Legal.
• • You will be expected to answer inbound calls with a high degree of empathy and professionalism, making each caller feel heard and valued.
• • Developing a strong understanding of our case qualification criteria and applying them consistently will be key to your success.
• • You will guide clients through the sign-up process, ensuring they understand the terms and feel confident in their decision to proceed.
• • Meticulous attention to detail is required when handing off cases, ensuring that attorneys and paralegals have all the information they need to represent the client effectively.
• • Contributing to a responsive and supportive team environment is crucial, as collective effort builds trust and ensures operational efficiency.
• • This role offers a unique opportunity to be at the forefront of a company that is fundamentally rebuilding how the legal system serves everyday Americans, leveraging technology and a client-centric approach to achieve greater accessibility and fairness.
• • You will be part of a dynamic and fast-growing startup environment, backed by prominent investors, and contributing to a mission-driven organization.
• • Your ability to remain calm and focused under pressure will be essential, as you navigate diverse client situations and manage multiple inquiries.
• • Embracing flexible scheduling, including evenings and weekends, is a requirement for this 24/7 operational team, ensuring continuous support for our clients.
• • This position is ideal for individuals who are passionate about making a tangible difference in people's lives and are eager to contribute to a company that is revolutionizing the legal industry.