Atticor - Intake Attorney
Requirements
• 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. • 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.
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.
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