legal intake specialist job description

Understanding your needs and ensuring the right candidate for the position is the key to our success. Create your own professional looking resume for free using our resume builder! If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. Benefits: Employee discount; Flexible . A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys, and collect paperwork, and may also work with marketing to support outbound lead generation initiatives. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. An Intake Specialist will have a variety of duties depending on where they work, but they typically focus on greeting patients, answering phone calls and completing administrative tasks throughout the day. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. Update computer based records and create new data on excel spreadsheets daily; utilizing Microsoft suite 2011. new offer (21/02/2023) job description. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. All leads are opt-in or inbound calls, and we work with some of the most well known attorneys in the nation. They may also use computers to communicate with clients and other professionals. Additionally, if you have Plaintiff Personal Injury experience, and are looking for that next step in your career, this position is perfect for you! Position Description In addition, they will need to be able to understand what customers want and be able to meet their needs. Respects client or patient dignity and confidentiality. 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. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. 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. List three (3) references who have worked with you, and who are well acquainted with your qualifications. The Legal Intake Specialist is an entry level position and will serve as the compassionate voice of our law firm, fielding inbound. 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. Legal intake specialists have a wide range of responsibilities, which can include: Legal salaries vary depending on their level of education, years of experience, and the type of law they specialize in. In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. 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. $13.88 - $19.09 Full-time, Part-time Dallas, TX 75215 Urgently Hiring Apply Now Legal Aid of NorthWest Texas Intake Supervisor - Hybrid Remote Est. Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. All rights reserved. This is a grant funded position. LinkedIn is a social network for job seekers, professionals, and businesses. Mailing of legal and confidential documents to clients via FEDEX and USPS ensuring safety measures are performed. Below, we share the top 20 interview questions that will help you prepare for your next interview. 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. legal intake specialist's personality type. They live on the outskirts of New York with their poodle, Princess. ensuring that training and communications are meaningful and easy to understand. We are seeking an experienced intake specialist to join our team. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. So, lets learn more about the Intake Specialist Job Description and what it entails. 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. 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. These are our recommendations: The heavy lifting is done for you when working with a top-tier staffing company like 4 Corner Resources. There are many widely used job sites out there that draw visits from qualified candidates. Social media can also be a powerful tool for spreading the word about your new opening. Adapt and change my workflow in which fits the needs of each client individually. Calendaring of appointments, meetings, and phone calls with prospective clients. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. Carrying out re-merchandising, display, price markdowns duties. Uses existing procedures to solve straightforward problems and perform tasks/activities. To be eligible forthe position of an intake specialist, you should meet certain qualifications. As AI becomes more prevalent in legal services, legal intake specialists will need to learn how to use it to their advantage. Collects data to help with the admission process if working in a health or mental care facility. 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. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. We are looking for a Client Intake and Sales Specialist to provide our clients and people that contact us with the ultimate customer service experience. 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. This site is protected by reCAPTCHA and the Google, Law Office of Polly Tatum / Mediation Advantage Services, Legal / Administrative Assistant Needed Immediately for Growing Law Firm. 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. 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. However, there are other ways to become a lawyer if you cannot meet these requirements. new offer (02/03/2023) job description. Housing Unit employees are required to work in the office three days a week, at minimum, and may be required to work in the office more than three days a week depending on job responsibilities. Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity. A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. Many factors go into creating a strong resume. You will be the first point of contact for individuals seeking services or products from our organization. Reach 80+ million unique, diverse U.S. job seekers annually by posting your jobs through their talent acquisition channels. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. The position involves extensive contact with patients and the medical community. Here are three trends influencing how legal intake specialists work. We guarantee 100% privacy. New clients are usually not introduced to your law firm until after they have signed on. They can do an assessment and direct them to the right person to assist them. They must also pay attention to detail since they enter patient information before their scheduled appointment. Intake Specialist Cover Letter Sample #1. So, you want tobecome an Intake Specialist? View the job description, responsibilities and qualifications for this position. If you arent sure which path is best,schedule a discoverycall today with our seasoned recruiting professionals. Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. Americas: +1 857 990 9675 A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. In addition, legal intake specialists will need to be able to communicate with clients about the benefits and risks of using AI in their cases. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. The technical storage or access that is used exclusively for statistical purposes. Intake Specialists serve as the first point of contact for people seeking legal representation and play a critical role in driving revenue for the firm. Youll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. Legal Intake Specialist. Moderate but direct impact through close contact with the businesss core activities. You should also have at least two years of experience working in customer service or social services. A legal intake specialist is hired by law firms to find new clients. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. All rights reserved. Do you have experience working in customer service? Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. That may include medical history, criminal history, event reports and investigation findings. Company Summary Rubenstein law was founded in 1988 and is recognized as one of the premier injury firms in Florida. Potential clients should not fall through the cracks. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. Do you want to focus on litigation, corporate law, or family law? All rights reserved. Build the initial client relationship and confidence in our firm with every prospective client interaction, Take 150 200 calls per day in a professional inbound/outbound call center environment, Be expected to meet occupancy and adherence goals, Be expected to maintain a minimum call quality score of 90%, Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained, Solve problems and maintain confidentiality, Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system, Use good judgment to discern what issues may be urgent and need a managers or directors attention immediately, High School Diploma; Degree preferred; or equivalent combination, Call center and customer service experience, Excellent telephone, communication, and active listening skills, Ability to meet performance standards whether in the office or working remotely from home, Knowledge of computer technology and the Internet (MS Office, Outlook). The average U.S. salary for an Intake Specialist is: As the Intake Specialist, you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. Duties and responsibilities include performing telephone and walk-in intakes with prospective clients, attending staff meetings, preparing correspondence, and providing backup support to our administrative staff and other projects on behalf of the agency. Legal intake specialists are responsible for gathering information from clients who have legal issues. See our post on Loan Servicing Specialist career planning. Displays the ability to communicate with others effectively, listen closely and convey points clearly. 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. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? Computer skills: Legal intake specialists use computers to enter data, create reports and access information. Applies analytical thinking and knowledge of data analysis tools and methodologies. Intake Specialist Job in Farmers Branch, TX at Legal Aid of NorthWest Texas Intake Specialist Legal Aid of NorthWest Texas Farmers Branch, TX Posted: 16 days ago $27,000 Yearly Full-Time Benefits: 401k, dental, life insurance, medical, Job Description POSITION ANNOUNCEMENT POSITION: Intake Specialist (Full-Time Position) This program looks for specific terms related to the job, like "document review" or "evidence" in order to determine whether your skills are a match. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. As legal tech becomes more popular, legal intake specialists will need to be well-versed in the different products on the market and how they work. There are many career sites out there. Feel free to modify responsibilities and requirements based on your needs. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Handled general requests for information and data. We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. This role is expected to be in the courthouse in-person. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. This position requires a mature, flexible individual who can work as a member of our administrative team. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. 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. Job Type: Full-time. 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 Intake Specialists are the face and voice of Kaufman & Lynd. This may include developing skills in data mining or programming. Also MUST know the difference between a qualified and non-qualified case relating to motor vehicle accidents. 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. Travel: FILL OUT OUR SURVEY. 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. 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.

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