Our partner is looking for a Client Intake Specialist based in Canada.

The Client Intake

Specialist will serve as the first point of contact for prospective clients seeking legal support following accidents or injuries. You will also maintain sensitive legal, medical, and personal information with a high level of confidentiality and attention to detail. Working independently in a fully remote environment, you will take ownership of each intake conversation from the initial interaction through accurate case documentation.

Serve as the primary point of contact for prospective clients, particularly individuals seeking assistance with personal injury matters such as vehicle accidents, slip and falls, and medical malpractice. Ask detailed case-related questions naturally and respectfully, ensuring callers feel heard and supported throughout the conversation. Accurately record case details, contact information, and relevant documentation in CRM and case management systems in real time.

Assess prospective clients against established qualification criteria and determine whether their circumstances align with available legal services. Use active listening, empathy, and de-escalation techniques when communicating with upset, distressed, or emotional callers. Maintain strict confidentiality when handling sensitive legal, medical, and personal information.

Learn and use legal CRM and case management platforms efficiently, including systems such as Salesforce, Litify, HubSpot, or comparable tools. Direct professional experience in legal intake,



preferably within a personal injury law firm or a closely related legal environment.

Experience training, mentoring, or supporting other intake specialists is strongly preferred and demonstrates the ability to take ownership and operate at a senior level. Confident, natural, and professional phone presence, with the ability to remain engaging and composed during high-volume call periods.

Advanced

English proficiency, with strong spoken and written communication skills suitable for working with U.Experience working with legal CRM or case management platforms such as Salesforce, Litify, HubSpot, or similar systems. Strong understanding of confidentiality and secure information-handling practices, including the ability to maintain a private and secure remote workspace. Ability to work independently, take ownership of responsibilities, and maintain consistent performance in a fully remote environment.

Availability to work full‑time according to U.Competitive salary paid in USD. ~100% remote work arrangement with the flexibility to work from home. ~ Full time schedule aligned with U.focused legal services environment and gain further experience in personal injury intake. ~ People‑first role centered on meaningful client interactions and helping individuals navigate challenging circumstances. ~ Opportunity to develop expertise in legal intake, client qualification, CRM systems, and case management. ~ Collaborative and supportive remote working environment.

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