Position Summary

Atticor is seeking an experienced Intake Attorney to provide legal guidance, case evaluation, and support to our intake team. This position plays an important role in evaluating potential cases that require attorney review, assisting with client escalations, and ensuring that intake decisions align with the criteria and expectations of the law firms we support.

The Intake Attorney will work closely with intake agents and management to provide guidance, answer legal questions, identify potential issues, and assist in the continued training and development of the intake team. The ideal candidate will have strong legal judgment, excellent communication skills, and the ability to make timely, informed decisions in a fast-paced environment.

This is a full-time remote position. Candidates must be wiling to work Monday – Friday from 9am – 6pm PST. Compensation for this position depends on experience and includes an annual base salary of $100,000 to $120,000 per year, a discretionary year-end performance-based bonus, and benefits.

Key Responsibilities

Case Evaluation and Legal Review

• Review potential cases escalated for attorney evaluation and determine whether they meet the applicable firm’s case acceptance criteria.
• Evaluate legal issues involving liability, comparative fault, insurance coverage, damages, jurisdiction, and other factors affecting case viability.
• Identify potential concerns involving disputed liability, insufficient coverage, minimal damages, statute of limitations, or other legal issues.
• Determine whether cases should be accepted, declined, referred, or returned for additional information.
• Review available intake notes, recorded calls, documents, and other relevant information to make informed decisions.
• Document attorney decisions and the reasoning behind them in the case management system.
• Identify recurring issues with case qualification and provide recommendations for improvement.

Client Communication and Escalations

• Handle escalated client concerns and situations requiring attorney involvement.
• Speak directly with prospective clients to answer legal questions, address concerns, and provide clarification regarding their potential claims.
• Assist with explaining legal processes, representation, and next steps when necessary.
• Communicate professionally and compassionately with prospective clients, including those whose cases do not meet acceptance criteria.
• Assist intake agents in navigating difficult client interactions or situations requiring additional legal guidance.

Intake Agent Support and Development

• Serve as a legal resource for intake agents by answering questions regarding liability, coverage, case types, and acceptance criteria.
• Provide real-time guidance on complex or borderline cases.
• Collaborate with agents to identify additional questions or information needed to properly evaluate potential claims.
• Assist with training and educating intake agents on legal concepts, case evaluation, and the identification of potential issues.
• Provide constructive feedback to improve agents’ understanding of case criteria and overall intake quality.
• Help ensure that agents recognize when attorney involvement is necessary and understand the boundaries of providing legal information versus legal advice.

Collaboration and Process Improvement

• Work closely with intake management to promote consistency and accuracy in case evaluation and decision-making.
• Identify trends in declined cases, case quality, and recurring intake issues.
• Assist management in developing and refining intake procedures, training materials, and case acceptance guidelines.
• Collaborate with management and intake agents to improve operational efficiency, client experience, and overall case quality.
• Support compliance with applicable legal, ethical, and firm-specific requirements.

Qualifications

Required

• Juris Doctor (J.D.) from an accredited law school.
• Active license to practice law in good standing.
• Minimum of 2 years of experience in personal injury law, including intake, pre-litigation, litigation, or case evaluation.
• Strong understanding of personal injury claims, including liability, comparative negligence, damages, and insurance coverage.
• Ability to independently evaluate potential claims and exercise sound legal judgment.
• Excellent written and verbal communication skills.
• Ability to explain complex legal concepts in a clear and understandable manner.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Ability to work collaboratively with intake agents, management, and other departments.

Preferred

• Prior personal injury litigation experience.
• Knowledge of workers’ compensation and Social Security Disability claims.
• Experience working in a high-volume intake environment.
• Experience training, mentoring, or supervising intake personnel.
• Familiarity with case management systems and CRM platforms.
• Bilingual in English and Spanish.

Skills and Competencies

• Sound Legal Judgment: Ability to evaluate potential cases efficiently while recognizing legal risks and issues requiring additional investigation.
• Communication: Strong interpersonal skills and the ability to communicate effectively with prospective clients, intake agents, and management.
• Leadership and Mentorship: Willingness to educate, support, and develop intake agents through constructive guidance and feedback.
• Problem-Solving: Ability to navigate complex case evaluations and client escalations while identifying practical solutions.
• Attention to Detail: Ability to recognize inconsistencies, missing information, and potential legal concerns.
• Team Collaboration: Ability to work closely with management and intake personnel to support shared goals and improve intake operations.
• Adaptability: Comfortable working in a fast-paced environment with changing priorities and firm-specific case criteria.

Work Environment and Schedule

• Collaborative, fast-paced intake environment.
• Regular interaction with intake agents, management, and prospective clients.
• Covers intake center hours, which may include some evenings or weekends.
• Works primarily at a computer and on the phone in a queue-driven setting.

Atticor is an equal opportunity employer.