legal intake specialist job description legal intake specialist job description

- Miami City. A legal intake specialist receives and qualifies new and prospective clients for law firms. Company Description Overview: The Education, Career and Enrichment department at CASES specializes in serving youth and young adults impacted by the criminal legal system. LEGAL INTAKE SPECIALIST FULL JOB DESCRIPTION We are a diverse and expanding plaintiff-side employment law firm specializing in wage and hour class and representative actions and. Medical history, criminal history, event reports and investigation findings may be included. If you arent sure which path is best,schedule a discoverycall today with our seasoned recruiting professionals. Shows proficiency with computer programs which may include Microsoft Word, Excel, PowerPoint, Outlook and others. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. 456 The intake specialist job description requires an individual who is able to pay very close attention to detail and get required information from clients and customers. Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. 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. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. The Intake Specialist must have the ability to turn. A consumer advocacy law firm in Santa Monica is looking for a Legal Intake Specialist to join its growing team. This role is expected to be in the courthouse in-person. If you are an RN, you can expect a higher salary. We're committed to being your source for expert career guidance. Rubenstein law, p. a. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. Travel: Applicants must be authorized to work in the United States. Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Support specialists work with end-users of software and systems to provide technical support and assistance for their software, hardware, or technical problems including connection, slow performance, inability to access data, or inefficient programs. The technical storage or access that is used exclusively for statistical purposes. Training & Experience: Legal intake specialists typically receive on-the-job training from their new employers. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. The Legal Intake Specialist is an entry level position and will serve as the compassionate voice of our law firm, fielding inbound. Legal intake specialists are responsible for gathering information from clients who have legal issues. Your email address will not be published. How have you collaborated with other professionals or agencies to assist a client? Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on. Adheres to the facility dress code and appears professional at all times. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Are you a highly-organized professional that wants to work remotely? They must also pay attention to detail since they enter patient information before their scheduled appointment. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . Strong time management and organizational skills, Constantly adapt to a rapid change of environment. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers' Compensation or other specific types of legal matters when they hear it. Related: 25 Legal Intake Specialist Interview Questions and Answers. In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. This requires active listening skills and the ability to ask questions to get more information. Kaiser - Davis. Those who work in this position can rest assured they will receive fair compensation for their efforts while also playing an important part in making sure customer and patient experience flows smoothly. Most commonly, they can be found in hospitals, clinics, and other medical offices; however, some can also work for health insurance companies, home healthcare organizations, and long-term care facilities. Adapt and change my workflow in which fits the needs of each client individually. We guarantee 100% privacy. Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. This job opportunity is great for those who want to get their foot in the administrative door since no prior experience is required for entry-level positions. A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. Company Summary Rubenstein law was founded in 1988 and is recognized as one of the premier injury firms in Florida. We look forward to connecting with you soon. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. What would you do if a client was upset or angry with you? This may include developing skills in data mining or programming. Americas: +1 857 990 9675 Europe & Rest of World: +44 203 826 8149. 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. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. We really are different, and thats something we dont mind bragging about! As an intake specialist, you will play a vital role in helping clients access the services and resources they need. 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. You will be the first point of contact for individuals seeking services or products from our organization. $13.88 - $19.09 Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. The position involves extensive contact with patients and the medical community. 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. support to our administrative staff and other projects on behalf of the agency. An intake specialist is the perfect entry-level administrative job. If yourelooking for an intake specialistbut dont have the resources to conduct a thorough hiring process, consider working with a professional recruiting firm specializing in social services. Legal intake specialists will need to stay up-to-date on these developments to keep their skills relevant and maintain a competitive advantage in the workplace. Please note: A conviction record will not necessarily bar individuals from employment. **Responsibilities include**: Or would you prefer to work in-house for a company or government agency? Direct and indirect patient contact is necessary, and the candidate may need to be able to walk, stand, sit or lift up to 50 pounds. We are seeking an individual with an acute attention to detail who thrives in a fast-paced, team and goal oriented environment, focused on exceptional client service. Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. However, it is important to consider all aspects of this career before embarking on it. Hire better with the best hiring how-to articles in the industry. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. They record the client's history and why they are seeking legal services. 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. We work hard, we play hard, and we only accept the best. The work can be stressful, as legal intake specialists must be able to handle a high volume of work while maintaining accuracy and attention to detail. View the job description, responsibilities and qualifications for this position. Review our staffing solutions, browse our award-winning Staffing Corner blog, or call today. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. As an Intake Specialist in our Intake department, you provide the first impression of our firm by being the first point of contact for all potential clients. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. 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. Come to us in your pursuit of success. Feel free to modify responsibilities and requirements based on your needs. There are many career sites out there. Legal Intake Specialist. 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. Some firms will even pay for their employees to attend law school. Manage the signing of Intake Packets by new clients, and work with attorneys to sign up potential clients who need more of a sales pitch. 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. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. They live on the outskirts of New York with their poodle, Princess. Respects client or patient dignity and confidentiality. Overall, these specialized professionals conduct detailed interviews with patients or their family members to gain insight into their needs and create a plan for medically related services. A high school diploma or equivalent is required, but a bachelors degree in social work or a related field is preferred. Answers and screens inquiry calls and emails from prospective clients. Sample Letters For Your Important Situations. Participants in IMPACT will be referrals from probation or the courts. Legal Intake Specialist Job Opportunities | Legal Intake Professionals If you're interested in becoming a legal intake receptionist, please fill out this job application to become a legal intake specialist and join the LIP team. They will also need to be able to identify which solutions are best suited for each clients specific needs. Source, attract and hire top talent with the worlds leading recruiting software. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. The lawyers at the law firm monitor the phones. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. There are many widely used job sites out there that draw visits from qualified candidates. legal intake specialist's personality type. Legal intake specialists monitor the phones at the office at a law firm. Intake Specialist Job Responsibilities and Duties: Having conversations with people to learn about their personal histories and to assess their physical and emotional health Directing them to the appropriate service, institution, or office using the data gathered Getting essential contact details Arranging meetings and timetables (Full Guide), Business Development Manager Job Description, Restaurant General Manager Job Description, Inside Sales Representative Job Description, Customer Service Representative Job Description, Call Center Representative Job Description. Here is an example Job description for an Intake Specialist: Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. Legal Assistant job description A Legal Assistant is a professional who conducts legal research, drafts documents, emails, and signatures for lawyers when they're unable to. The lawyers at the law firm monitor the phones. 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. A legal career can be rewarding in many ways. They also organize legal documents, prepare and write contracts, and help legal professionals with collecting information for their cases. Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. For an even more streamlined process, look for an end-to-end solution like the Clio Suite, which allows you to use the two softwares together, and where the law practice management is handled by the same company. What are your methods for managing your workload and prioritizing tasks? Hire faster with 1,000+ templates like job descriptions, interview questions and more. Begin with the most recent employer. have hired successfully with this template on WizeHire. Medical intake specialists make an average of $32,054 per year. As AI becomes more prevalent in legal services, legal intake specialists will need to learn how to use it to their advantage. New clients are usually not introduced to your law firm until after they have signed on. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. Developed a working relationship withvendors, MTA officials with confidentiality intact. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ Job Descriptions, Average Salary, Interview Questions. 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. Current employees are every organizations greatest asset. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. Do you want to focus on litigation, corporate law, or family law? 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. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. The Intake Specialist will speak to the clients and potential clients to assess their needs and see where the call should be directed. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others. They must be able to convey information clearly and concisely to ensure everyone understands the message. However, a bachelors degree in a field such as health or social services helps understand the needs of diverse client populations and having a working knowledge of any applicable healthcare regulations. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. Please fill out the entire application to the best of your ability. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. Calendaring of appointments, meetings, and phone calls with prospective clients. Working for Legal Intake Professionals is unlike working for any other call center. 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. Certifications & Licenses: Though legal legalization specialist certifications are not necessary, they can be useful for legal legalization specialists who want to increase their chances of getting a job in their preferred field. We work directly with mass tort law firms all over the country. Oakmont Legal is working with a Los Angeles law firm who is looking for a well-spoken and diligent worker to fill an immediate need for an Intake Specialist. It offers the opportunity to work with a variety of people and cases, to develop your skills as a lawyer, and to make a difference in peoples lives. They are primarily responsible for taking care of administrative duties for their organization. Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. A streamlined client intake is important for making a good first impression clients and keeping your practice running efficiently. Position Description Would you be able to describe your experience working with individuals who may be in crisis or have complex needs? Are you a person who helps people? Wendy runs an employment agency with her husband, Ian, in Rochester, New York. 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. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. The intake specialist job description requires an individual who is able to pay very close attention to detail and get required information from clients and customers. If you are a natural at sales, have previous personal injury intake experience and are hungry to perform and grow, please apply below. Some may eventually become lawyers, although most do not.