legal intake specialist job description

View the job description, responsibilities and qualifications for this position. Once you know this formula,, We use cookies to personalize your experience and better understand our visitors. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. 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. Legal Intake Specialist - Now Hiring Today Est. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. 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. They must also be able to deal with difficult clients and handle sensitive information with discretion. To explore salary ranges by local market, please visit our sister sitezengig.com. A legal intake specialist is hired by law firms to find new clients. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). POSITION: Receptionist/Intake Specialist (Full-Time Position) CLOSING DATE: Position Immediately Available and Closed When Filled LOCATION: Hybrid Remote - Amarillo, Texas OVERVIEW: Legal Aid of NorthWest Texas (LANWT) is a non-profit law firm that provides free civil legal aid to the low-income communities of North and West Texas. In a legal setting, specialists record the client's history and why they are seeking legal services. Conduct initial client interviews. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. Current employees are every organizations greatest asset. Your email address will not be published. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. All leads are opt-in or inbound calls, and we work with some of the most well known attorneys in the nation. Adapt and change my workflow in which fits the needs of each client individually. 130 S. Orange Ave, Suite 204Orlando, FL 32801 407.872.1521. Customer service is becoming a more important focus for many businesses, including those in the legal field. Your role is crucial in ensuring that clients are matched . They must be able to convey information clearly and concisely to ensure everyone understands the message. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. Do you have experience working in customer service? You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Tell us what *you* think of our resources and what youd like to see here in 2023. 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. 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. 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. 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. Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening. - Miami City. Job Title: Intake Specialist Example 1. Well provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. We look forward to hearing from you! They are primarily responsible for taking care of administrative duties for their organization. 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. The Intake Specialist is a developing professional role that integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates a good understanding of how the team and area integrate with others in accomplishing the objectives of the sub-function/job family. 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. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Handled general requests for information and data. This role is expected to be in the courthouse in-person. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. Many law firms encourage their employees to take night classes or pursue online degrees in law. Europe & Rest of World: +44 203 826 8149. 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. Source and more reading about legal intake specialist jobs: 2021 by Bromundlaw. Medical history, criminal history, event reports and investigation findings may be included. 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. They have asked us to help them find a new intake specialist to join the team. 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. 4 Corner Resources, LLC. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. This job requires a variety of skills and abilities, ranging from administrative tasks to dealing with customer inquiries. They record the client's history and why they are seeking legal services. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. Use this Intake Specialist job description to advertise your vacancies and find qualified candidates. They record the client's history and why they are seeking legal services. 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. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? 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. 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. 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. 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. 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. 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. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. They will also need to be able to identify which solutions are best suited for each clients specific 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. One of the most important things to think about is where you want to practice law. They can do an assessment and direct them to the right person to assist them. 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. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. As far as exposure is concerned, this option can be as good as some job boards when you have a large enough following across various platforms, like LinkedIn, Instagram, Facebook, TikTok, and Twitter. Medical intake specialists make an average of $32,054 per year. Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. The average intake specialist salary in the United States is about $38,000 per year, but this can fluctuate somewhat based upon the individuals experience, education and place of employment. The easiest way to waste time is to not know if a client is a good fit. 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. Legal intake specialists also need to be able to communicate with clients in a professional and friendly manner. Intake specialist salaries vary by experience, industry, organization size, and geography. 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). Find a job. We really are different, and thats something we dont mind bragging about! You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. LIPs culture is the result of an environment that welcomes open feedback, constant learning, and some pretty unconventional ways of having fun. With this approach, organizations can be confident they will hire someone capable of meeting the demands and expectations of both their clients and the organization. Legal Intake Specialist. 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. ABC Company is hiring a full-time Intake Specialist. to join our team and welcome patients to our medical facility while helping process them before their scheduled appointments. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. See our post on Loan Servicing Specialist career planning. Are you a person who helps people? They live on the outskirts of New York with their poodle, Princess. Source, attract and hire top talent with the worlds leading recruiting software. The technical storage or access that is used exclusively for statistical purposes. She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' We are seeking an experienced intake specialist to join our team. 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. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. Or would you prefer to work in-house for a company or government agency? Job Type: Full-time. Moderate but direct impact through close contact with the businesss core activities. Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. Hiring an intake specialistis a critical task for any organization that provides services to clients. Training & Experience: Legal intake specialists typically receive on-the-job training from their new employers. However, there are other ways to become a lawyer if you cannot meet these requirements. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. Ensures that all admission forms are properly signed and filed. new offer (21/02/2023) job description. In addition, they will need to be able to understand what customers want and be able to meet their needs. What does a Legal Intake Specialist do? Strong time management and organizational skills, Constantly adapt to a rapid change of environment. Participants in IMPACT will be referrals from probation or the courts. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. Encourage your internal team to promote job openings to their network by offering cash and other incentives. Applies analytical thinking and knowledge of data analysis tools and methodologies. This is a grant funded position. Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. Travel: Potential clients should not fall through the cracks. Carrying out re-merchandising, display, price markdowns duties. 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. Processes paperwork for new clients efficiently and in accordance with protocols. 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. Sample Letters For Your Important Situations. Legal and ethical compliance is an essential duty of each employee. A legal intake specialist serves as the first point of contact for prospective clients and contributes greatly to their first impressions of your firm. 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. Conversely, entry-level intake specialists may earn as little as $24,000 per year. Below, we share the top 20 interview questions that will help you prepare for your next interview. Those who have earned at least Bachelors degrees and who have several years experience can earn up to $60,000 per year. Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. support to our administrative staff and other projects on behalf of the agency. Job Description The Intake Specialist will work directly within the Firm's call center and out in the field for in-person interviews and investigations. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. The candidate should also be able to tolerate unsightly, odorous conditions depending upon the facility and situation. Legal intake specialists need the following skills in order to be successful: Communication: Legal intake specialists communicate with a variety of people, including clients, other employees and supervisors. They must also pay attention to detail since they enter patient information before their scheduled appointment. 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. About back Testimonials Employment FAQ Services Integrations Contact Client LoginRequest A Quote Sales(800) 538-7460 Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. 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. The ability to multitask in a demanding environment is crucial for this role. They often work in healthcare facilities, mental health institutions and law firms as well as other institutions in which new clients are a regular occurrence. 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. 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 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. Browse zengigscomprehensive listof job openingsand apply online. Possesses the ability to adjust to constantly changing workloads. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . Many legal intake specialists are promoted to paralegal or legal assistant positions. 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. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. Legal Intake Specialist - Spanish Llano, TX $11.50 - $16.00 Per Hour (Employer est.) Legal Intake Specialist Job Duties Legal intake specialists have a wide range of responsibilities, which can include: Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them What are your methods for managing your workload and prioritizing tasks? The work environment for a legal intake specialist is usually in an office setting, although some travel may be required for court appearances or to meet with clients. The Intake Specialist must have the ability to turn. What measures do you take to ensure the privacy and confidentiality of client information? 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. Customer Service Skills for Medical Intake Specialists, The Client Intake Specialist for a California Law Firm. The ideal person for the job. Your email address will not be published. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Position: Legal Intake Specialist - DIRECT HIRE! We are looking for an Intake Specialist to join our team and welcome patients to our medical facility while helping process them before their scheduled appointments. Computer skills: Legal intake specialists use computers to enter data, create reports and access information. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Benefits: Employee discount; Flexible . This requires active listening skills and the ability to ask questions to get more information. The Role of Language in Legal Practice Core skills are required for most of the legal positions. A streamlined client intake is important for making a good first impression clients and keeping your practice running efficiently. Job Descriptions, Average Salary, Interview Questions. There are many different types of law firms, each with its own culture and specialty areas. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. It is also an unbillable one. The Intake Specialist is usually the first to contact the patient. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. So, you want tobecome an Intake Specialist? Start a free Workable trial and post your ad on the most popular Pay: $46,009.74 - $70,366.57 per year. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Strong written and verbal communication skills are required for an intake specialist to interact with patients and their families. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. To ensure efficient service delivery, you will be responsible for scheduling appointments for clients with appropriate staff members promptly. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Also MUST know the difference between a qualified and non-qualified case relating to motor vehicle accidents. An intake specialist is the perfect entry-level administrative job. Related: 25 Legal Intake Specialist Interview Questions and Answers. Do you have experience enforcing intake rules or policies with clients. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. job boards today. 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 Our Intake Specialists are the face and voice of Kaufman & Lynd. Requirements Essential Functions 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. The 4 Corner team is on standby to help you find the best option for your unique hiring need. Its about working every day to project confidence, choose optimism, embrace growth, and respect everyone. Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! We offer competitive salaries, comprehensive benefits packages, and opportunities for growth within the organization. A legal secretary performs administrative tasks, such as transcribing Job Description Indeed.com . A legal intake specialist is a person who gathers information from new and prospective clients for law firms. Some firms will even pay for their employees to attend law school. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! From<br>reading your company's website, I feel . This may include developing skills in data mining or programming. The intake specialist meets with new or prospective clients, asks a series of questions for the purpose of compiling data, and then uses this data to determine the best next course of action for that client. Medical history, criminal history, event reports and investigation findings may be included. Job Description. The following steps can help ensure you find the right candidate for the job: By following these steps carefully and thoroughly evaluating each candidates skills and experience against your organizations specific needs, you will be able torecruit an intake specialistwho will help ensure your clients receive quality services while supporting organizational goals.

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