legal intake specialist job description

Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. If you are interested in joining the LIP team, please apply directly on the job posting or fill out this application form. When hiring an intake specialist, first consider the following: Answering these questions will help determine the best course of action for your current hiring need. 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. Kaiser - Davis. Multiple-office law firm has a direct-hire opportunity for an Intake Specialist who will conduct in-depth consultations with potential clients either over the phone or in person to determine legal needs and and initiate the case process. 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. Provide administrative support to higher authorities, meeting deadlines and regular procedures. Made with in California 2023. Knowledge of data entry procedures*. Elfego Emmanuel Arce Aguirre - Intake Specialist - Cueto Law Group The process of getting new clients to fill out an intake form is only part of the process of getting new clients. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. Related: 25 Legal Intake Specialist Interview Questions and Answers. 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. Hire better with the best hiring how-to articles in the industry. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. 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. A legal secretary performs administrative tasks, such as transcribing Job Description Indeed.com . Are you a person who helps people? Legal Intake Specialist | CCK Law 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. LinkedIn is a social network for job seekers, professionals, and businesses. Read our. What would you do if a client was upset or angry with you? Your role is crucial in ensuring that clients are matched . The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. There are many widely used job sites out there that draw visits from qualified candidates. 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. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. Maintaining precise records of all client interactions is also crucial, as you will need to update databases regularly to ensure the accuracy and accessibility of information. Lawyers love to help, but not every problem or person is a match for your practice area, workload, or firm size, and it's ok to say no to those who would better served elsewhere. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Reach 80+ million unique, diverse U.S. job seekers annually by posting your jobs through their talent acquisition channels. Required fields are marked *. What Does A Legal Specialist Do - Zippia An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. 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. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. Intake Specialists serve as the first point of contact for people seeking legal . Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. This is a grant funded position. A high school diploma or equivalent is required, but a bachelors degree in social work or a related field is preferred. Respects client or patient dignity and confidentiality. He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them. If you are a natural at sales, have previous personal injury intake experience and are hungry to perform and grow, please apply below. Below, we share the top 20 interview questions that will help you prepare for your next interview. 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. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. Have you ever worked with a client who refused to accept assistance or services? 4 Corner Resources, LLC. Legal Aid Society Of DC Housing Intake Specialist in Washington, DC Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance support to our administrative staff and other projects on behalf of the agency. Job Title: Intake Specialist Example 1. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. $13.77 - $24.45 Full-time, Part-time Indianapolis, IN 46253 Apply Now Similar jobs in Indianapolis, IN GEICO Insurance Claims Specialist- Indianapolis, IN Est. They have asked us to help them find a new intake specialist to join the team. The job is typically full time, and overtime may be required during busy periods. What are some characteristics that our Client Intake and Sales Specialist should have? Intake Specialist Job in Austin, TX at TEXAS LEGAL SERVICES CENTER This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. have hired successfully with this template on WizeHire. Daily activities of an Intake Coordinator are managing intake processes, adhering to legal requirements, completing reports, maintaining databases, reporting to supervisors, liaising with patient families, collecting patient information, answering to patient inquiries, taking part to team meetings, and collaborating with internal staff. The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. 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 lawyers at the law firm monitor the phones. Identify and Include Relevant Keywords. Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. Legal Intake Specialist Cannon & Associates Spencer, OK They have asked us to help them find a new intake specialist to join the team Client Intake Specialist GPAC Staffing Chicago, IL Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Legal Intake Specialist Job Opportunities | Legal Intake Professionals Europe & Rest of World: +44 203 826 8149 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. A legal intake specialist, also known as a "claims intake specialist," gathers information from new and prospective clients for law firms. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. The client intake process can be very time consuming for solo and small firm attorneys. - Miami City. 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. Processes paperwork for new clients efficiently and in accordance with protocols. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Legal intake specialist Jobs | Glassdoor Intake Specialist Cover Letter | 20 Guides & Examples! The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. Legal Intake Specialist Resume Example - livecareer The lawyers at the law firm monitor the phones. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. Please note: A conviction record will not necessarily bar individuals from employment. This includes tasks such as document review, contract analysis, and case management. Collects data to help with the admission process if working in a health or mental care facility. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. 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. Documents policy and procedure within regulatory requirements in addition to Information Security policies and procedures, Works with businesses to coordinate deliverables required for internal and external audits, Updates project tasks regularly and accurately, Prioritizes and completes deliverables timely. Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others. From<br>reading your company's website, I feel . 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. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. Legal Intake Specialist Resume Example & Writing Guide Legal Intake Specialist Job Description - Bromundlaw She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' This template has been written for the ideal The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements. See our post about Business Development Specialist career planning. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. 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. Here are three trends influencing how legal intake specialists work. 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. 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). PROTECTION LAW GROUP, LLP hiring Legal Intake Specialist in Los Angeles We're committed to being your source for expert career guidance. Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. 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. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. 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 . All leads are opt-in or inbound calls, and we work with some of the most well known attorneys in the nation. We work hard, we play hard, and we only accept the best. 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. Easy Apply 30d+ Detailed documentation of intake calls. Intake Specialist Job Description - Great Sample Resume Job Type: Full-time. You will be the first point of contact for individuals seeking services or products from our organization. Skills Education Legal Intake Specialist Job Description | Job\Searcher 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. Making a high number of potential new client phone calls to warm (opt-in) leads*. 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. A legal career can be rewarding in many ways. Medical history, criminal history, event reports and investigation findings may be included. However, there are other ways to become a lawyer if you cannot meet these requirements. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Legal Intake Specialist - Law Office of Deidra Haynes - Job Vacancies Job description. Do you want to focus on litigation, corporate law, or family law? 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. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. 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. The technical storage or access that is used exclusively for statistical purposes. The employment of legal intake specialists is expected to grow faster than average over the next decade. View the job description, responsibilities and qualifications for this position. Position Description A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. These are our recommendations: The heavy lifting is done for you when working with a top-tier staffing company like 4 Corner Resources. Performance is about more than just metrics at LIPits about expressing legendary empathy for our clients callers. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. 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) 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. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant New clients are usually not introduced to your law firm until after they have signed on. To explore salary ranges by local market, please visit our sister sitezengig.com. In addition, they will need to be able to understand what customers want and be able to meet their needs. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. What measures do you take to ensure the privacy and confidentiality of client information? We guarantee 100% privacy. 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. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. 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. Many factors go into creating a strong resume. Good computer skills are important. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Customer service is becoming a more important focus for many businesses, including those in the legal field. Please fill out the entire application to the best of your ability. Your email address will not be published. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. Carrying out re-merchandising, display, price markdowns duties. Lawyer-client relationships are important, so it is important to start them off right. The easiest way to waste time is to not know if a client is a good fit. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Legal Intake Specialist Job in San Diego, CA at Singleton Schreiber, LLP A legal intake specialist receives and qualifies new and prospective clients for law firms. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ 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. We have included intake specialist job description templates that you can modify and use. Legal Aid of NorthWest Texas Receptionist/Intake Specialist - Hybrid How have you collaborated with other professionals or agencies to assist a client? $13.88 - $19.09 Intake Specialist Job Description - What Is It? and How to Become One?

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