Job Overview:
We are seeking a highly skilled and detail-oriented Intake Specialist to join our firm's intake team. The ideal candidate will be responsible for managing the intake process for all our practice groups, ensuring that all potential clients receive a timely response. You will ensure that clients receive excellent customer service and that the information attorneys need to open a case is obtained, compiled, and provided in accordance with an established, uniform series of procedures.
Responsibilities
- Respond to all potential client inquiries in a timely manner via email and calls
- Determine if there is a potentially viable case and obtain copies of relevant documents for attorney review
- Review and “pre-screen” documents to determine if there is a potentially viable matter for attorney review
- Initiate the closing process on potential clients with whom we do not make contact
- Send courtesy call or close letters to potential clients who have spoken to an attorney but we cannot assist.
- Regularly follow up for additional information that attorneys request from potential clients
- Schedule calls with attorneys
- Draft all contracts and addendum contracts
- Draft notice of appeals and notice of appearances when needed
Customer Service (External and Internal)
The ability to respond promptly to client and attorney needs for service and assistance; to learn and understand client matters and work proactively; to respond appropriately to client concerns; to meet deadlines and commitments; to regularly solicit and apply customer feedback to continually improve service.
Diligence
The ability to take ownership of one's work product for accuracy in content and attention to detail; to perform independently with little supervision; to monitor work and apply organizing strategies to ensure projects are prioritized according to business needs; resources are used effectively and efficiently; work needs are anticipated during periods of emergent circumstances, periods of pressure, increased work volume, and numerous deadlines
Effective Communication (Verbal and Written)
The capability to communicate clearly and concisely verbally and in writing; to adapt communication style to specific circumstances and audiences; to thoroughly read and comprehend written information; to draft correspondence, pleadings, and reports concisely and informatively; to present numerical data accurately; to proofread and edit all work for precise spelling and grammar; to speak distinctly and persuasively in both positive and negative situations; to listen carefully and ask questions to gain clarification; to respond accurately to questions; to speak up in meetings
Interpersonal Skills and Temperament
The ability to work in collaboration within a group to ensure that internal and external clients are satisfied and deadlines are met; to effectively communicate with all team members; to actively participate in and contribute to team meetings; to recognize and adapt to different work styles; to treat colleagues, supervisors, and clients with respect at all times; to participate in a proactive dialog to minimize misunderstanding, miscommunication, and conflict
Technology Skills
Technical proficiency in the use of Microsoft Suite products; Orion/CMP software; word-processing software, and spreadsheet software; the ability to apply technical knowledge to learn, retain processes, and utilize practice-specific internal software; advanced internet research skills; experience operating office equipment and technology, including imaging and scanning applications
Resiliency
The ability to nimbly adapt to change, both planned and unplanned; to balance competing demands in a fast-paced environment; skill in working with veteran clients with a wide range of medical and psychiatric conditions and temperaments
Preferred Education and Experience
· Law firm experience or experience in a legal environment
Pay: From $45,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
