We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist serves as the first point of contact for potential and existing clients and plays a critical role in creating a positive client experience from the very beginning.
The ideal candidate understands that first impressions matter, communicates with empathy and professionalism, and has a strong commitment to accuracy and follow-through. This role requires someone who thrives in a fast-paced environment, enjoys helping people, and takes pride in providing exceptional service while maintaining attention to detail.
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Serve as the first point of contact for prospective clients by answering inbound calls, responding to inquiries, and providing a welcoming and professional experience.
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Gather detailed and accurate information from potential clients to determine case eligibility and ensure proper intake documentation.
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Conduct client intake interviews while demonstrating compassion, active listening, and professionalism.
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Accurately enter and maintain client information within the firm’s case management system.
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Coordinate follow-up communication with potential clients and ensure timely responses.
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Process incoming mail, faxes, and electronic documents while ensuring documents are accurately scanned, organized, and properly filed.
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Maintain accurate client records and follow established procedures for document management and case opening processes.
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Communicate effectively with attorneys, paralegals, and administrative team members to ensure a smooth transition from intake to case handling.
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Assist with administrative tasks and special projects as needed.
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Identify opportunities for process improvement and contribute to a positive, team-oriented environment.
