Client Intake Coordinator
Client Services Sherman Oaks, CA (Hybrid) Full-time $45,000 - $60,000
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About This Role
As the first point of contact for prospective clients, the Client Intake Coordinator plays a vital role in our firm's mission to help injured Californians. You will conduct initial case screenings, gather critical information, and ensure every potential client feels heard and supported from their very first interaction with Hillguard. This role combines empathy with efficiency in a fast-paced legal environment.
Responsibilities
- Answer incoming calls, web inquiries, and chat messages from prospective clients
- Conduct thorough initial case screenings using established criteria and intake protocols
- Gather detailed information about accidents, injuries, and potential liability
- Enter all prospect data accurately into the case management system
- Schedule consultations with attorneys and manage the intake calendar
- Follow up with leads who have not yet retained the firm
- Track intake metrics and report on lead sources and conversion rates
- Maintain confidentiality and handle sensitive information with discretion
Requirements
- 1+ years of experience in legal intake, customer service, or a similar client-facing role
- Excellent phone manner with a warm, professional, and empathetic approach
- Strong active listening skills and ability to ask effective follow-up questions
- Comfortable working in a fast-paced environment with high call volume
- Basic understanding of personal injury law concepts (training provided)
- Proficiency with CRM or case management systems
- Reliable, punctual, and able to work a consistent schedule
Preferred Qualifications
- Previous experience in a personal injury law firm
- Bilingual English/Spanish highly valued
- Experience with lead tracking and CRM reporting
- Knowledge of common personal injury case types (auto accidents, slip-and-fall, etc.)
WHAT WE OFFER
Benefits & Perks
Competitive hourly rate or salary based on experience
Health and dental insurance
Hybrid work schedule (3 days in-office, 2 remote)
Paid training and ongoing professional development
Paid time off and holidays
Supportive team culture with room to grow
Modern office with free parking in Sherman Oaks
Performance bonuses based on intake metrics
READY TO APPLY?
Interested in This Position?
Send your resume and cover letter to [email protected] with the subject line: "Client Intake Coordinator Application"