legal intake specialist job description

Easy Apply 30d+ Detailed documentation of intake calls. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. 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. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. 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. She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. An intake specialist is the perfect entry-level administrative job. Your responsibilities will include conducting initial screenings to determine whether clients meet eligibility requirements for services and gathering all necessary information from them to complete the intake form. Good computer skills are important. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. What are your methods for managing your workload and prioritizing tasks? Well provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. Understanding your needs and ensuring the right candidate for the position is the key to our success. Companies That Hire For Medical Coding Jobs, Companies That Hire For Medical Billing Jobs, Robotics Engineer Job Description (2023 Updated), Sports Medicine Physician Job Description, Does Walmart Remove Watch Links? An intake specialist is the first person to greet customers or patients, directing them where they need to go. 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. New clients are usually not introduced to your law firm until after they have signed on. Displays the ability to communicate with others effectively, listen closely and convey points clearly. FILL OUT OUR SURVEY. 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. Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. The successful candidate should have strong written and oral communication skills and be able to establish and maintain effective professional relations with clients, co-workers, and other agencies. 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 A legal intake specialist receives and qualifies new and prospective clients for law firms. Though wages for this position may vary depending on their location and responsibilities, this particular salary amount is a standard figure that most in this profession can expect to receive as compensation. Tell us what *you* think of our resources and what youd like to see here in 2023. They will also need to be able to identify which solutions are best suited for each clients specific needs. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. 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. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. 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. 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. 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. Your role is crucial in ensuring that clients are matched . Intake Specialist Resume Sample 4.5 11 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Idella Donnelly 499 Augustine Passage, Philadelphia, PA +1 (555) 366 9858 Work Experience Intake Specialist 12/2016 - PRESENT Philadelphia, PA 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. have hired successfully with this template on WizeHire. They live on the outskirts of New York with their poodle, Princess. 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. 4 Corner Resources, LLC. There are many different types of law firms, each with its own culture and specialty areas. An intake specialist is a professional in the medical field that is the first point of contact with patients and or with their families to assess their service requirements. We match top professionals with great employers across the country. Legal and ethical compliance is an essential duty of each employee. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding ABC Company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We're committed to being your source for expert career guidance. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. *The names and logos of the companies referred to in this page are all trademarks of their respective holders. View the job description, responsibilities and qualifications for this position. This means that legal intake specialists will need to be able to handle difficult customers effectively and be able to provide excellent customer support through phone calls, emails, and social media channels. If you are an RN, you can expect a higher salary. Research salary, company info, career paths, and top skills for Legal Intake Specialist 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 - 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. Job Descriptions, Average Salary, Interview Questions. Legal Intake Specialist job opportunities 2023, Legal Intake Specialist Jobs 2023, Legal Intake Specialist job opening 2023, Legal Intake Specialist job vacancies 2023, Legal Intake Specialist job descriptions 2023, Legal Intake Specialist job listing 2023 Law Office of Deidra Haynes job opportunities 2023, Law Office of Deidra Haynes Jobs 2023 . 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. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . A legal intake specialist is a person who gathers information from new and prospective clients for law firms. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. Working for Legal Intake Professionals is unlike working for any other call center. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. Adapt and change my workflow in which fits the needs of each client individually. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. There are many widely used job sites out there that draw visits from qualified candidates. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. All leads are opt-in or inbound calls, and we work with some of the most well known attorneys in the nation. Do you have experience working with individuals from diverse backgrounds? Create medical time line of events based on case facts. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. 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. $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. Americas: +1 857 990 9675 What does a Legal Intake Specialist do? Applicants must be authorized to work in the United States. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ Legal Intake Specialist - Now Hiring Today Est. Find a job. 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. Skills Education In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. Here are three trends influencing how legal intake specialists work. Come to us in your pursuit of success. 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. 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. Many law firms encourage their employees to take night classes or pursue online degrees in law. Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant Legal intake specialists are responsible for gathering information from clients who have legal issues. LinkedIn is a social network for job seekers, professionals, and businesses. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. We look forward to hearing from you! Candidates who are applying in a medical field should have some sort of licensure within that field, whether in nursing or psychiatry. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. new offer (02/03/2023) job description. 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. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. Save my name, email, and website in this browser for the next time I comment. Training & Experience: Legal intake specialists typically receive on-the-job training from their new employers. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? 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. All rights reserved. Legal Intake Specialist. The lawyers at the law firm monitor the phones. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Do you want to focus on litigation, corporate law, or family law? Malone Law Office Atlanta , GA Intake Specialist Sep 2015Present Temporary contract position: Vet medical malpractice and personal injury calls from potential clients, attorneys, and physicians. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. Encourage your internal team to promote job openings to their network by offering cash and other incentives. The 4 Corner team is on standby to help you find the best option for your unique hiring need. 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A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. Provides clear and concise information based on creative and complex research findings. Browse zengigscomprehensive listof job openingsand apply online. We have included intake specialist job description templates that you can modify and use. Related: 25 Legal Intake Specialist Interview Questions and Answers. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. Europe & Rest of World: +44 203 826 8149. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. As an intake specialist, you will be responsible for conducting initial screenings, collecting necessary information from clients, assessing their needs, and referring them to appropriate programs or services. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Hire better with the best hiring how-to articles in the industry. Many legal intake specialists are promoted to paralegal or legal assistant positions. You can utilize your own website, social media, and employees to assist in your search for top candidates. Legal services are increasingly using artificial intelligence (AI) to automate tasks that were once done by lawyers. 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. Position: Legal Intake Specialist - DIRECT HIRE! From the Hiring Manager: The Client Relationship Specialist is an advocate for ARCHER. I am writing in regards to the open position for an Intake Specialist at your company. 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. They are the front line of client service, and they must exercise top-notch communication and organizational skills to do their job effectively. Please fill out the entire application to the best of your ability. Knowledge of data entry procedures*. Demonstrates the ability to use standard office equipment such as telephones, computers, copiers, fax machines and others. Montgomery Street, San Francisco, CA 94105 (555) 432-1000 resumesample@example.com Professional Summary Analytical Legal Intake Specialist adept in legal research and documentation. 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. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. Reconciling numerical data prior to entering it into Collective Fleet database system. The client intake process can be very time consuming for solo and small firm attorneys. Conduct initial client interviews. They must be able to convey information clearly and concisely to ensure everyone understands the message. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. 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. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. Developed a working relationship withvendors, MTA officials with confidentiality intact. The technical storage or access that is used exclusively for statistical purposes. Medical history, criminal history, event reports and investigation findings may be included. Apply for the Job in Legal Intake Specialist at Cary, NC. 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. Job Type: Full-time. As an intake specialist, you will play a vital role in helping clients access the services and resources they need. You will be the first point of contact for individuals seeking services or products from our organization. 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. Begin with the most recent employer. Position Description The Intake Specialist is usually the first to contact the patient. All rights reserved. This training may include shadowing a current legal intake specialist or learning the specific software and processes the company uses. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. 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. They record the client's history and why they are seeking legal services. A streamlined client intake is important for making a good first impression clients and keeping your practice running efficiently. Uses existing procedures to solve straightforward problems and perform tasks/activities. On average,an intake specialist takes home a wage of $43,800 per year. 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. Client intake in law firms is the process of getting personal information for new clients. 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. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. To be eligible forthe position of an intake specialist, you should meet certain qualifications. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? Do you have what it takes to Work 4 LIP? Carrying out re-merchandising, display, price markdowns duties. Job Description. Some may eventually become lawyers, although most do not. Your email address will not be published. Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. Would you be able to describe your experience working with individuals who may be in crisis or have complex needs?

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