Legal Intake Specialist

Summary

Chisholm Chisholm & Kilpatrick (CCK) is a private, public-interest law firm focused on assisting disabled military veterans and their families. They are seeking Legal Intake Specialists to establish relationships with potential clients and manage the intake process for Veterans’ Benefits and ERISA & Insurance matters through high volume phone work and administrative duties.

Responsibilities

• Serve as point of contact for potential clients throughout the intake process
• Manage large amounts of inbound and outbound calls in a timely manner
• Clear, concise, and accurate written and verbal communication
• Following communication “scripts” when handling different topics
• Learn about CCK’s practice areas and become conversant with the legal issues facing our clients
• Demonstrate empathy to potential clients and put them at ease during their difficult time
• Provide detailed written summaries about potential clients’ needs to attorneys
• Request and review all necessary documents from potential clients

Skills

• High School Degree required; Bachelor's degree preferred
• Minimum one year of customer service experience with a high call volume
• Minimum one year of high-volume phone/customer service experience
• Ability to make or receive calls for a minimum of 6-8 hours per day
• Excellent verbal communication skills and professional telephone etiquette
• Capability to make sound judgments and decisions
• Proficient in Microsoft Office Suite
• Strong multitasking skills
• Ability to work in a fast-paced, constantly changing, and challenging call center environment
• Spanish speaking is a plus

Qualifications

Must Haves

• High School Degree required; Bachelor's degree preferred
• Minimum one year of customer service experience with a high call volume
• Minimum one year of high-volume phone/customer service experience
• Ability to make or receive calls for a minimum of 6-8 hours per day
• Excellent verbal communication skills and professional telephone etiquette
• Capability to make sound judgments and decisions
• Proficient in Microsoft Office Suite
• Strong multitasking skills
• Ability to work in a fast-paced, constantly changing, and challenging call center environment

Nice to Haves

• Spanish speaking is a plus

Benefits

• CCK offers options for medical, dental, and vision insurance (including options for employer-paid medical insurance for the employee!) and other wellness benefits.
• Gym membership reimbursement
• 15 days of PTO (increasing over time) and 12 paid company holidays in 2026
• 401k matching
• Paid Parental Leave