Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. 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. As an . If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. Find a job. All rights reserved. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. Company Description Overview: The Education, Career and Enrichment department at CASES specializes in serving youth and young adults impacted by the criminal legal system. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. 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. Job Description. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. 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. All rights reserved. A legal secretary performs administrative tasks, such as transcribing Job Description Indeed.com . Adapt and change my workflow in which fits the needs of each client individually. List three (3) references who have worked with you, and who are well acquainted with your qualifications. POSITION ANNOUNCEMENT. Jobs View All Jobs Client intake in law firms is the process of getting personal information for new clients. Intake Specialist Job Responsibilities and Duties: Having conversations with people to learn about their personal histories and to assess their physical and emotional health Directing them to the appropriate service, institution, or office using the data gathered Getting essential contact details Arranging meetings and timetables (Full Guide), Business Development Manager Job Description, Restaurant General Manager Job Description, Inside Sales Representative Job Description, Customer Service Representative Job Description, Call Center Representative Job Description. 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. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Potential clients should not fall through the cracks. A law firm is looking for a legal intake specialist. 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. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. 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. The Intake Specialist must have the ability to turn. Have you ever worked with a client who refused to accept assistance or services? Legal Intake Specialist - Spanish Llano, TX $11.50 - $16.00 Per Hour (Employer est.) Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. 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. 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. Identify and Include Relevant Keywords. From the Hiring Manager: The Client Relationship Specialist is an advocate for ARCHER. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. What does a Legal Intake Specialist do? 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. The client intake process can be very time consuming for solo and small firm attorneys. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. There are many career sites out there. Hiring for this position is a critical task for any organization that provides services to clients. Some may eventually become lawyers, although most do not. Licensed Masters Mental Health Professional Adult Intake Specialist. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. 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. Legal Intake Specialist Job Opportunities | Legal Intake Professionals If you're interested in becoming a legal intake receptionist, please fill out this job application to become a legal intake specialist and join the LIP team. Hiring an intake specialistis a critical task for any organization that provides services to clients. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. 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). Medical history, criminal history, event reports and investigation findings may be included. Happy Recruiting, and good luck with getting the perfect person for the job! Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. 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. Come to us in your pursuit of success. Being able to explain the protocols of Weitz & Luxenberg and answering all questions and inquiries. Americas: +1 857 990 9675 In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. If you have worked at a firm, that practices in those areas, you will be given priority as a candidate. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. $13.88 - $19.09 Our Intake Specialists are the face and voice of Kaufman & Lynd. They must also pay attention to detail since they enter patient information before their scheduled appointment. This template has been written for the ideal 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. Provide administrative support to higher authorities, meeting deadlines and regular procedures. The technical storage or access that is used exclusively for anonymous statistical purposes. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Provides clear and concise information based on creative and complex research findings. Apply for the Job in Legal Intake Specialist at Cary, NC. Ready to be part of a fast-growing community. Your role is crucial in ensuring that clients are matched . Medical intake specialists make an average of $32,054 per year. Are you a person who helps people? Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. Analytical Legal Intake Specialist adept in legal research and documentation. They also organize legal documents, prepare and write contracts, and help legal professionals with collecting information for their cases. Legal Intake Specialist - Now Hiring Today Est. Position SummaryUnder supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under stress of legal action; elicit factual . Legal intake specialists are responsible for gathering information from clients who have legal issues. FILL OUT OUR SURVEY. What would you do if a client was upset or angry with you? By leveraging the expertise of a professional recruitment agency, organizations can save time, money, and energy in their search for an intake specialist who matches their needs. They must be able to convey information clearly and concisely to ensure everyone understands the message. How have you collaborated with other professionals or agencies to assist a client? When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. Montgomery Street, San Francisco, CA 94105 (555) 432-1000 resumesample@example.com Professional Summary Analytical Legal Intake Specialist adept in legal research and documentation. They are primarily responsible for taking care of administrative duties for their organization. Your role is crucial in ensuring that clients are matched with appropriate resources and that their needs are met in a timely and effective manner. 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. Source, attract and hire top talent with the worlds leading recruiting software. 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. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. 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. Feel free to modify responsibilities and requirements based on your needs. Do you have experience enforcing intake rules or policies with clients. Sample Letters For Your Important Situations. You'll 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 . 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. Start a free Workable trial and post your ad on the most popular We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. They can do an assessment and direct them to the right person to assist them. Pay: $46,009.74 - $70,366.57 per year. Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. We really are different, and thats something we dont mind bragging about! Save my name, email, and website in this browser for the next time I comment. An intake specialist is the first person to greet customers or patients, directing them where they need to go. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. 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. The Intake Specialist's main goal is to place calls to new and existing patients. Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. Hire faster with 1,000+ templates like job descriptions, interview questions and more. 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. 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. The lawyers at the law firm monitor the phones. Job Description Our law office is growing fast and we're searching for a full-time Legal Intake Specialist to help us succeed! Here is an example Job description for an Intake Specialist: Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. 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. 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. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. View the job description, responsibilities and qualifications for this position. The work can be stressful, as legal intake specialists must be able to handle a high volume of work while maintaining accuracy and attention to detail. All rights reserved. Communicates with other team members constructively in order to reduce conflict and enhance the resolution of issues. These are our recommendations: The heavy lifting is done for you when working with a top-tier staffing company like 4 Corner Resources. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. 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. Here are three trends influencing how legal intake specialists work. Kaiser - Davis. Wendy runs an employment agency with her husband, Ian, in Rochester, New York. It offers the opportunity to work with a variety of people and cases, to develop your skills as a lawyer, and to make a difference in peoples lives. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. Legal Intake Specialist Tort Intake Professionals - Henderson, NV | Mon, 27 Feb 2023 19:52:00 GMT. The candidate should also be able to tolerate unsightly, odorous conditions depending upon the facility and situation. 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. Besides greeting customers and patients, they will also manage paperwork, coordinate schedules, collect patient histories and emergency contact information, and check in patients. 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. Collects data to help with the admission process if working in a health or mental care facility. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks.