I am a Legal Intake Specialist with 5+ years of experience supporting U.S.-based law firms in personal injury, family law, estate planning, and probate, backed by 12 years in customer service and sales. I specialize in high-volume client intake, case screening, lead qualification, and intake-to-case conversion.
I have hands-on experience conducting plaintiff interviews, assessing case viability, managing intake pipelines, coordinating medical records, and ensuring accurate documentation and compliance. My background allows me to handle sensitive client communications professionally while maintaining strong conversion and retention rates.
I am proficient in industry tools and systems including Clio, Lawmatics, Salesforce, HubSpot, Zoho, Zendesk, -----------, Bitrix, AppFolio, Slack, Microsoft Office, and Google Workspace. I am comfortable working in fast-paced, high-volume environments and supporting multiple attorneys and departments simultaneously.
My focus is on:
• High-quality client intake
• Accurate case screening
• Lead qualification and conversion
• Client follow-up and retention
• Intake process optimization
• Compliance and documentation
• Professional client communication
I bring reliability, consistency, and process-driven execution to every role. I am looking for a long-term opportunity where I can contribute to operational efficiency, client experience, and firm growth.
Thank you for your time and consideration. I would welcome the opportunity to discuss how I can support your team.
