Client Intake Specialist

About the Role

This opportunity is for a Client Intake Specialist to work remotely based in Saudi Arabia, representing a partner company focused on legal support. You will act as the initial point of contact for individuals seeking legal assistance related to accidents or injuries, especially personal injury cases such as vehicle accidents, slip and falls, and medical malpractice. The role demands empathetic communication, structured interviewing, precise case qualification, and meticulous documentation in a remote setting.

Key Responsibilities

• Serve as the primary contact for prospective clients pursuing legal help for personal injury issues.
• Manage a large volume of inbound and outbound calls with professionalism, quickly building trust and rapport.
• Conduct structured interviews to gather comprehensive case information naturally and respectfully.
• Accurately document case details and client information in real-time using CRM and case management systems.
• Evaluate whether prospective clients meet predefined qualification criteria for legal services.
• Employ active listening, empathy, and de-escalation strategies to support distressed or emotional callers.
• Safeguard sensitive legal, medical, and personal data with strict confidentiality.
• Develop proficiency in legal CRM and case management tools, such as Salesforce, Litify, HubSpot, or similar platforms.
• Take full ownership of the complete intake process, ensuring all information is precise and well-organized.
• Collaborate internally when additional details or escalations are necessary.
• Help maintain a consistent, client-focused, and professional intake experience.

Qualifications and Experience

• Previous professional experience in legal intake, ideally within a personal injury law firm or a closely related legal area.
• Preferred experience in training or mentoring intake specialists, indicating leadership and accountability at a senior level.
• Confident and engaging telephone presence capable of handling high call volumes while remaining composed.
• Advanced English proficiency with excellent spoken and written communication skills suited for U.S.-based clients.
• Strong skills in active listening, empathy, and conflict de-escalation, especially with emotional callers.
• Experience with legal CRM or case management software such as Salesforce, Litify, HubSpot, or equivalents.
• Ability to document detailed, accurate notes in real time while maintaining natural conversations.
• Deep understanding of confidentiality and secure information handling, including maintaining a private remote workspace.
• Highly organized, attentive to detail, dependable, and capable of managing multiple conversations and priorities simultaneously.
• Good judgment and accuracy in evaluating prospective clients against qualification requirements.
• Self-motivated and able to work independently with consistent performance in a fully remote setting.
• Availability to work full-time according to U.S. business hours.

Benefits

• Competitive salary paid in USD.
• Fully remote position providing the flexibility to work from home anywhere in Saudi Arabia.
• Full-time schedule aligned with U.S. business hours.
• Opportunity to gain experience in a U.S.-focused legal services environment and specialize in personal injury intake.
• A role centered on meaningful client engagement and assisting individuals through challenging times.
• Potential to develop skills in legal intake processes, client qualification, CRM technologies, and case management.
• Supportive and collaborative remote work environment.

Additional Information

This position is offered through an AI-enhanced application process that ensures fair and objective candidate evaluation based on core skills. Final hiring decisions and arrangements including interviews and assessments are managed directly by the partner company. Data privacy and protection principles are upheld, and AI tools assist recruitment but do not replace human judgment. Applicants must be comfortable working remotely with required confidentiality and scheduling during U.S. time zones.