Post-Retention Intake Specialist

West Coast Trial Lawyers is a top-ranked personal injury firm known for its aggressive litigation approach and proven trial results. With over $2 billion recovered for clients, we handle complex, high-stakes cases against major corporations.

Position Overview

West Coast Trial Lawyers is seeking a detail-oriented and highly organized Post-Retention Intake Specialist to support the transition of newly retained clients into the firm. This role is responsible for gathering and verifying client and case information, completing required documentation, maintaining accurate records in Filevine, and ensuring each matter is properly prepared for handoff to the appropriate legal team.

Responsibilities

• Communicate with newly retained clients to gather and verify case information
• Collect required documentation, records, and supporting information
• Accurately enter and maintain client and case information in Filevine
• Review new matters for completeness and follow up on missing information
• Maintain detailed and accurate notes regarding client communications
• Ensure required forms and documentation are completed and properly organized
• Coordinate the transition of new matters to the appropriate case management or legal team
• Provide clients with a professional, responsive, and empathetic experience
• Follow established firm procedures, workflows, and intake protocols
• Manage a high volume of matters while maintaining accuracy and attention to detail