Legal Intake Specialist

Looking for a chance to join a well-respected, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now! This Position Is Onsite And Not Remote. Responsibilities: • Information Gathering: Taking initial phone calls to collect detailed information from potential clients, including relevant facts, injuries, medical treatment, and contact information to provide to attorneys for screening. • Potential Client Communication: Communicating with potential clients via phone, email, text, or in-person to gather information and documents about their claim and potential case. • Scheduling: Coordinating in-office consultations. • Initial Consultation: Preparing intake documents for an initial consultation; meeting with a potential client to explain the same, confirming identity through copying identification, and confirming that all intake documents are properly executed. • Remote Consultation: prepare for potential clients in office video conferencing sessions with attorney(s) working remotely. • Electronic Intake: responsible for verifying the potential client’s identity and getting the potential client’s email to forward the electronic intake package via DocuSign; follow up with execution of the same. • Opening New Matters: Create a client profile in the practice management database (PC Law) and create physical files. • Medical Record Retrieval: Request the client's medical records. • Lien Request and Resolution: Identify third-party liens (Medicaid, health insurers) and track them. • Liability Insurance Verification : Perform an insurance search to identify applicable policy limits. • Back Up and Overflow: for the Front Desk (receptionist)and Back Desk (mail clerk) as needed. Qualifications: • Sales or customer service experience highly valued • Background in the legal industry preferred • High school diploma or equivalent needed, while a Bachelor’s degree is desired • Firm knowledge of spreadsheet and data management, as well as computer skills • Overall, you must be articulate and have professional telephone skills. Compensation: $20 hourly

• Information Gathering: Taking initial phone calls to collect detailed information from potential clients, including relevant facts, injuries, medical treatment, and contact information to provide to attorneys for screening. • Potential Client Communication: Communicating with potential clients via phone, email, text, or in-person to gather information and documents about their claim and potential case. • Scheduling: Coordinating in-office consultations. • Initial Consultation: Preparing intake documents for an initial consultation; meeting with a potential client to explain the same, confirming identity through copying identification, and confirming that all intake documents are properly executed. • Remote Consultation: prepare for potential clients in office video conferencing sessions with attorney(s) working remotely. • Electronic Intake: responsible for verifying the potential client’s identity and getting the potential client’s email to forward the electronic intake package via DocuSign; follow up with execution of the same. • Opening New Matters: Create a client profile in the practice management database (PC Law) and create physical files. • Medical Record Retrieval: Request the client's medical records. • Lien Request and Resolution: Identify third-party liens (Medicaid, health insurers) and track them. • Liability Insurance Verification: Perform an insurance search to identify applicable policy limits. • Back Up and Overflow: for the Front Desk (receptionist)and Back Desk (mail clerk) as needed.