legal intake specialist job description

To explore salary ranges by local market, please visit our sister sitezengig.com. Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. Your email address will not be published. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. The legal intake specialist will be the first point of contact for our clients, and therefore must be professional, courteous, and knowledgeable about our firm and the services we provide. Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. Fortunately, great options exist for every scenario. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . Benefits: Employee discount; Flexible . Sign-on Bonus - $5,000 Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad . Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. Legal and ethical compliance is an essential duty of each employee. We guarantee 100% privacy. Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. Answers and screens inquiry calls and emails from prospective clients. Post this job for free Singleton Schreiber hiring Legal Intake Specialist in San Diego Handled general requests for information and data. Including the ability to learn new programs easily, Multitasking skills and the ability to work well under pressure, Self-motivated, self-disciplined, and able to work with little supervision, Ability to work in a fast-paced environment, Ability to work in a confidential environment always maintaining client confidentiality, Has a professional manner and high energy level, exhibits a positive attitude, Accepts new ideas and challenges and is highly motivated, Ability to work well with others as a team, Ability to work remotely from home as needed per business needs (see remote requirements), Provides general/routine administrative and office support that includes a broad range of duties, Focuses on completing work effectively, efficiently, and in a timely fashion, Understands how the assigned and/or routine tasks integrate with others in the team, Impacts the efficiency and accuracy of own work and begins to impact the work of others. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. The Intake & Relationships Manager plays a key role in assisting us to identify, facilitate, and Support the necessary processes for National Disability Insurance Scheme (NDIS) participants who May be eligible for Specialist Disability Accommodation (SDA) to achieve the opportunity to Transition into their new home. As AI becomes more prevalent in legal services, legal intake specialists will need to learn how to use it to their advantage. Source and more reading about legal intake specialist jobs: 2021 by Bromundlaw. Provides clear and concise information based on creative and complex research findings. Legal Assistant job description template | Workable You will be the first point of contact for individuals seeking services or products from our organization. The 4 Corner team is on standby to help you find the best option for your unique hiring need. If you have someone internally who can dedicate the time and energy to sort through applications and screen individuals effectively, this can be a great choice. Intake Specialist job description template | Workable Legal Intake Specialist Los Angeles, CA $20.00 - $25.00 Per Hour (Employer est.) If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! Jobs View All Jobs Intake & Relationships Manager | Jobtome If you are looking for a fulfilling career where you can make a difference in peoples lives, we encourage you to apply for this position. See our post on Loan Servicing Specialist career planning. Information is subject to verification. Are you a highly-organized professional that wants to work remotely? A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Legal Intake Specialist - Now Hiring Today Full-time, Part-time Dallas, TX 75263 Apply Now Similar jobs in Dallas, TX Legal Aid of NorthWest Texas Intake Specialist - Hybrid Remote Est. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. Intake specialist jobs in Atlanta, GA - jooble.org It is also important to consider how you will become a lawyer. All rights reserved. Adheres to the facility dress code and appears professional at all times. Intake specialist salaries vary by experience, industry, organization size, and geography. Also MUST know the difference between a qualified and non-qualified case relating to motor vehicle accidents. An intake specialist is the perfect entry-level administrative job. Build rapport and maintain relationships with represented merchandisers, Able to multi-task, prioritize and flexible with changing business requirements, Demonstrated professionalism in telephone and front-desk reception within a high- volume environment, Oversee client payments and respond to client inquiries on a daily basis. Strong written and verbal communication skills are also key to success; Intake Specialists must be prepared to discuss treatment plans and intake forms with clients clearly and concisely. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Find a job. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Intake Specialist Cover Letter Sample #1. If you are a natural at sales, have previous personal injury intake experience and are hungry to perform and grow, please apply below. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. The ideal candidate will have excellent customer service skills, strong written and verbal communication skills, and the ability to multitask and prioritize in a fast-paced environment. Making a high number of potential new client phone calls to warm (opt-in) leads*. Legal intake specialists need the following skills in order to be successful: Communication: Legal intake specialists communicate with a variety of people, including clients, other employees and supervisors. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. LinkedIn is a social network for job seekers, professionals, and businesses. Europe & Rest of World: +44 203 826 8149. Legal Intake Specialist | Jobtome Your role is crucial in ensuring that clients are matched . Adapt and change my workflow in which fits the needs of each client individually. Required fields are marked *. 25 Legal Intake Specialist Interview Questions and Answers, Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them, Drafting legal documents such as summonses, complaints, motions, and briefs using computer software such as Microsoft Word or Adobe Acrobat, Preparing court filings by obtaining information from clients about their case and researching applicable laws, Reviewing legal documents such as wills, trusts, contracts, deeds, and other agreements to ensure they are legally valid, Organizing and maintaining files of legal documents and other case materials such as photographs or recordings of interviews with witnesses, Preparing legal documents for signature by clients, attorneys, or judges, Researching legal issues in order to prepare cases for trial or settlement negotiations, Scheduling meetings with attorneys, clients, witnesses, and other parties involved in a case, Communicating with clients to keep them informed about the progress of their case, Answer all inbound calls and emails from potential clients seeking legal assistance, Conduct a thorough needs assessment with each caller/emailer to determine if they qualify for our services, Gather all relevant information and documentation from the potential client, including but not limited to contact information, case details, and any supporting evidence, Enter all data collected into our case management system in a timely and accurate manner, Follow up with potential clients as needed to obtain additional information or clarification, Keep abreast of updates to intake procedures and requirements, and ensure that all team members are properly trained on new procedures, Assist with special projects or other duties as assigned by supervisor, Maintain a high level of professionalism and confidentiality at all times, Adhere to all applicable laws, rules, and regulations, Meet or exceed departmental performance metrics, Provide excellent customer service at all times, Handle all inquiries and requests in a prompt, courteous, and efficient manner, Bachelors degree in paralegal studies, legal assistant studies, or related field, Minimum 3 years professional experience as a legal assistant or paralegal, Strong written and verbal communication skills, Excellent organizational skills and attention to detail, Proficiency in Microsoft Office Suite and Adobe Acrobat Pro, Experience working in a law firm or other legal setting, Working knowledge of case management software programs, such as Legal Files or Worldox, Familiarity with court rules and procedures in multiple jurisdictions, Ability to speak more than one language fluently. Europe & Rest of World: +44 203 826 8149 As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. Our core values not only act as our North Star for providing great service, but these values also enable us to create a positive work environment that boosts every member of our team. In addition, they will need to be able to understand what customers want and be able to meet their needs. You can utilize your own website, social media, and employees to assist in your search for top candidates. They must also pay attention to detail since they enter patient information before their scheduled appointment. Some employers may require an associate or bachelors degree in legal or paralegal studies. A good Intake Specialist must have excellent customer service skills, as they work with many patients throughout the day as they enter the medical facility. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. All rights reserved. support to our administrative staff and other projects on behalf of the agency. An intake specialist is the perfect entry-level administrative job. Begin with the most recent employer. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. The successful applicant should be organized, outgoing and comfortable working with the public. Performance is about more than just metrics at LIPits about expressing legendary empathy for our clients callers. We match top professionals with great employers across the country. Intake Specialist Job Description - What Is It? and How to Become One? List the three (3) most recent jobs and activities, which indicate your qualifications including military service, schooling, part-time employment while in school, employment and periods of unemployment for the past seven (7) years. 130 S. Orange Ave, Suite 204Orlando, FL 32801 407.872.1521. If referring a potential client to a different law firm, warm patch the call to the attorneys office while the client is still on the line. Prepare a cover letter that explains what you believe are the three (3) most important qualities needed to be successful in this role and submit your resume. Source, attract and hire top talent with the worlds leading recruiting software. Court Intake Specialist - New York, NY - Cases , Inc. - beBee In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . The Housing Intake Specialist will be based out of Legal Aid's main NW office but may also work in its community office in SE Washington, D.C. Legal Aid has a hybrid work schedule. legal intake specialist's personality type. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening, and surveying for potential cases, and helping our lawyers manage their meetings. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. Job Description. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. Katie L. Lewis, P.C. Family Law Legal Intake Specialist in Dallas, TX It is important for intake specialists to have strong communication and organizational skills to succeed in this position. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. Licensed Masters Mental Health Professional Adult Intake Specialist The client intake process can be very time consuming for solo and small firm attorneys. Update computer based records and create new data on excel spreadsheets daily; utilizing Microsoft suite 2011. On average,an intake specialist takes home a wage of $43,800 per year. In some cases, the degree can be substituted for adequate experience working in an intake setting. Legal Intake Specialist Job Opening in Cary, NC at Triangle Smart Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. Intake Specialist Job in Austin, TX at TEXAS LEGAL SERVICES CENTER Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. Legal Coordinator Job Description, Duties and Legal Coordinator Career To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. Law Office of Deidra Haynes Legal Intake Specialist in Indianapolis, IN The lawyers at the law firm monitor the phones. This position requires a mature, flexible individual who can work as a member of our administrative team. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. Many factors go into creating a strong resume. What does a Legal Intake Specialist do? Role & Responsibilities What does a Legal Intake Specialist do? Medical history, criminal history, event reports and investigation findings may be included. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Find a job. Those working for emergency departments or psychiatric units may work any shift, and they may also be called upon to work nights, weekends or holidays. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. Weve put together an extensive selection of job descriptions, starting with ourHealthcare Administrator Job Description, followed by our in-depth guide to theMolina Healthcare Applicationand theUnitedHealthcare Insurance Applicationin 2023. Our law firm is expanding and needs the help of a legal intake specialist to take our client relations to the next level and manage our growing caseload. Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard, Set appointments for potential clients that meet our criteria to keep our lawyers schedules organized and grow our caseload, Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently, Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases, Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency, High school diploma or equivalent required; Bachelors degree preferred, Previous customer service or sales experience preferred, Possesses outstanding communication skills and sense of empathy, CRM and case management software experience a plus, Proficiency with Microsoft Office products, especially Microsoft Excel, Solid data entry, spreadsheet management, and computer skills, Expert advice on your job ad, screening questions, and compensation plan, Prime visibility on job boards including Indeed, ZipRecruiter, and Monster, Automated DISC assessment and screening questions. Work with the DMDL team to assure the highest level of client service is being provided Handle high volume of daily calls with clients, prospective clients and Attorney's. Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook and others. Ensures that all admission forms are properly signed and filed. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. POSITION ANNOUNCEMENT. The job is typically full time, and overtime may be required during busy periods. Medical history, criminal history, event reports and investigation findings may be included. The employment of legal intake specialists is expected to grow faster than average over the next decade. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. This role is expected to be in the courthouse in-person. A legal career can be rewarding in many ways. Operate office machines' including uploading documents to the scanner server and maintain all current paper copies, Coordinate inventory orders and Processing invoices into work order reports. You should also consider what type of work you want to do. Travel: Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ Moderate but direct impact through close contact with the businesss core activities. Lawyer-client relationships are important, so it is important to start them off right. Complete all admissions paperwork and enter it digitally, Verify medical insurance coverage and benefits for each patient, Schedule appointments for consultations, tests and procedures, Address any patient complaints or concerns, Perform clerical work such as filing, copying and faxing. LIPs culture is the result of an environment that welcomes open feedback, constant learning, and some pretty unconventional ways of having fun. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. Organization, attention to detail, and the ability to stay on top of deadlines are all important traits to possess, and you need to remain compliant with any relevant organization policies or legal requirements. In your cover letter, which will accompany your resume, let us know what you think it takes to be a Client Intake Specialist at our firm. There are several requirements for becoming a legal intake specialist, which may include: Education: Legal intake specialists are typically required to have a high school diploma or GED. Bachelors/University degree or equivalent experience, You want access to a vast talent pool of high-quality, prescreened candidates, You arent familiar with current salary rates, market trends, and available skill sets, Your internal recruiting team has the knowledge and experience to assess candidate qualifications, You are hiring a direct employee and have time to manage the entire recruiting effort, You have a process for receiving, screening, and tracking all resumes and applications, You are prepared to respond to all applicants, You can consistently monitor and respond to candidate activity through your website and social media accounts, You have a process in place to quickly and broadly communicate job openings and requirements, You have an effective employee referral program in place.

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legal intake specialist job description