We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. 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. The lawyers at the law firm monitor the phones. New clients are usually not introduced to your law firm until after they have signed on. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. That may include medical history, criminal history, event reports and investigation findings. It is also important to consider how you will become a lawyer. The client intake process can be very time consuming for solo and small firm attorneys. Sign-on Bonus - $5,000 Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad . The legal industry is changing rapidly as more and more businesses turn to legal tech solutions to help them manage their legal needs. 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). 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. Job Title: Intake Specialist Example 1. 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. They are the front line of client service, and they must exercise top-notch communication and organizational skills to do their job effectively. In addition, legal intake specialists will need to be able to communicate with clients about the benefits and risks of using AI in their cases. Medical history, criminal history, event reports and investigation findings may be included. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . Meet with pre-screened sales prospects to inform them how we can solve their problems and to determine if they are a good fit for us. Feel free to modify responsibilities and requirements based on your needs. Tell us what *you* think of our resources and what youd like to see here in 2023. This template has been written for the ideal An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. All rights reserved. Some employers may require an associate or bachelors degree in legal or paralegal studies. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. Identify and Include Relevant Keywords. From<br>reading your company's website, I feel . 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. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. 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. However, there are other ways to become a lawyer if you cannot meet these requirements. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. Companies That Hire For Medical Coding Jobs, Companies That Hire For Medical Billing Jobs, Robotics Engineer Job Description (2023 Updated), Sports Medicine Physician Job Description, Does Walmart Remove Watch Links? Knowledge of data entry procedures*. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Jobs View All Jobs In addition, demand for legal intake specialists is projected to increase as law firms expand their operations and hire more support staff. Conduct initial client interviews. We match top professionals with great employers across the country. Kaiser - Davis. The ability to multitask in a demanding environment is crucial for this role. Intake Specialists serve as the first point of contact for people seeking legal representation and play a critical role in driving revenue for the firm. Position: Legal Intake Specialist - DIRECT HIRE! We really are different, and thats something we dont mind bragging about! If yourelooking for an intake specialistbut dont have the resources to conduct a thorough hiring process, consider working with a professional recruiting firm specializing in social services. Lawyer-client relationships are important, so it is important to start them off right. Intake Specialist Job in Farmers Branch, TX at Legal Aid of NorthWest Texas Intake Specialist Legal Aid of NorthWest Texas Farmers Branch, TX Posted: 16 days ago $27,000 Yearly Full-Time Benefits: 401k, dental, life insurance, medical, Job Description POSITION ANNOUNCEMENT POSITION: Intake Specialist (Full-Time Position) Understanding your needs and ensuring the right candidate for the position is the key to our success. Handled general requests for information and data. Applicants must be authorized to work in the United States. Required fields are marked *. A legal intake specialist, also known as a "claims intake specialist," gathers information from new and prospective clients for law firms. Update computer based records and create new data on excel spreadsheets daily; utilizing Microsoft suite 2011. They must also pay attention to detail since they enter patient information before their scheduled appointment. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Tell us what *you* think of our resources and what youd like to see here in 2023. We work hard, we play hard, and we only accept the best. A legal intake specialist is hired by law firms to find new clients. In addition, they will need to be able to understand what customers want and be able to meet their needs. Some may eventually become lawyers, although most do not. The Intake Specialist will speak to the clients and potential clients to assess their needs and see where the call should be directed. The lawyers at the law firm monitor the phones. 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. Potential clients should not fall through the cracks. As an intake specialist, you will play a vital role in helping clients access the services and resources they need. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. have hired successfully with this template on WizeHire. They also organize legal documents, prepare and write contracts, and help legal professionals with collecting information for their cases. 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. If you arent sure which path is best,schedule a discoverycall today with our seasoned recruiting professionals. Work with the DMDL team to assure the highest level of client service is being provided Handle high volume of daily calls with clients, prospective clients and Attorney's. 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. Legal Intake Specialist Los Angeles, CA $20.00 - $25.00 Per Hour (Employer est.) Performance is about more than just metrics at LIPits about expressing legendary empathy for our clients callers. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. Provides clear and concise information based on creative and complex research findings. For an even more streamlined process, look for an end-to-end solution like the Clio Suite, which allows you to use the two softwares together, and where the law practice management is handled by the same company. To be eligible forthe position of an intake specialist, you should meet certain qualifications. $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! Your best option may be to advertise your opening on a proven job board. On average,an intake specialist takes home a wage of $43,800 per year. $13.77 - $24.45 Full-time, Part-time Indianapolis, IN 46253 Apply Now Similar jobs in Indianapolis, IN GEICO Insurance Claims Specialist- Indianapolis, IN Est. All rights reserved. They must be able to convey information clearly and concisely to ensure everyone understands the message. So, lets learn more about the Intake Specialist Job Description and what it entails. Legal Intake Specialist - Now Hiring Today Full-time, Part-time Dallas, TX 75263 Apply Now Similar jobs in Dallas, TX Legal Aid of NorthWest Texas Intake Specialist - Hybrid Remote Est. Overall, these specialized professionals conduct detailed interviews with patients or their family members to gain insight into their needs and create a plan for medically related services. Hire faster with 1,000+ templates like job descriptions, interview questions and more. The technical storage or access that is used exclusively for statistical purposes. The Housing Intake Specialist will be based out of Legal Aid's main NW office but may also work in its community office in SE Washington, D.C. Legal Aid has a hybrid work schedule. Intake specialists are usually found working in health clinics, legal offices, and social services agencies. 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. To explore salary ranges by local market, please visit our sister sitezengig.com. Job Descriptions, Average Salary, Interview Questions. 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. 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. There are many widely used job sites out there that draw visits from qualified candidates. 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. 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. 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. The food must be delicious, the cocktails and wine must be a perfect match, and the decor needs to impress without being over the top. 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. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. Research salary, company info, career paths, and top skills for Legal Intake Specialist Information is subject to verification. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. 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. View the job description, responsibilities and qualifications for this position. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. Montgomery Street, San Francisco, CA 94105 (555) 432-1000 [email protected] Professional Summary Analytical Legal Intake Specialist adept in legal research and documentation. She loves nothing more than hosting a good dinner party and spends weeks intricately planning her next 'event.' Fortunately, great options exist for every scenario. 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. Current employees are every organizations greatest asset. I have over five years of experience working in customer service and administrative roles, and I believe that I would be the perfect candidate for this job. legal intake specialist's personality type. Once you know this formula,, We use cookies to personalize your experience and better understand our visitors. 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. job boards today. Displays the ability to communicate with others effectively, listen closely and convey points clearly. They will also need to be able to identify which solutions are best suited for each clients specific needs. If you are interested in joining the LIP team, please apply directly on the job posting or fill out this application form. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. 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. What does a Legal Intake Specialist do? The Intake & Relationships Manager plays a key role in assisting us to identify, facilitate, and Support the necessary processes for National Disability Insurance Scheme (NDIS) participants who May be eligible for Specialist Disability Accommodation (SDA) to achieve the opportunity to Transition into their new home. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. Research salary, company info, career paths, and top skills for Intake Specialist/Legal Assistant The easiest way to waste time is to not know if a client is a good fit. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Provides clear and concise information based on creative and complex research findings. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. Europe & Rest of World: +44 203 826 8149. Conversely, entry-level intake specialists may earn as little as $24,000 per year. We look forward to hearing from you! You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. Position Description We have included intake specialist job description templates that you can modify and use. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. Candidates who are applying in a medical field should have some sort of licensure within that field, whether in nursing or psychiatry. Medical history, criminal history, event reports and investigation findings may be included. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers' Compensation or other specific types of legal matters when they hear it. 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. We source, screen, recruit, and deliver only the most qualified candidate(s), saving you significant time and effort throughout the hiring process while you remain focused on your core business. View the job description, responsibilities and qualifications for this position. 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. Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. What measures do you take to ensure the privacy and confidentiality of client information? Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. 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. The position involves extensive contact with patients and the medical community. 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. An intake specialist is the perfect entry-level administrative job. Oakmont Legal is working with a Los Angeles law firm who is looking for a well-spoken and diligent worker to fill an immediate need for an Intake Specialist. Ready to be part of a fast-growing community. This training may include shadowing a current legal intake specialist or learning the specific software and processes the company uses. Many factors go into creating a strong resume. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. Sample Letters For Your Important Situations. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. This includes tasks such as document review, contract analysis, and case management. Processes paperwork for new clients efficiently and in accordance with protocols. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. Reliable, organized, driven, and personable. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. Company Description Our team will get to know you and connect you with jobs that match your skills, experience and preferences. These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. 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! Making a high number of potential new client phone calls to warm (opt-in) leads*. Legal intake specialists should have strong computer skills, including typing skills, to be successful in this role. Most states require that you graduate from an accredited law school and pass the bar exam. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Benefits: Employee discount; Flexible . From the Hiring Manager: The Client Relationship Specialist is an advocate for ARCHER. Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. Salary: Legal Intake Specialist Job Summary: Our rapidly-growing law practice is seeking a full-time legal intake specialist to join our team! Please note: A conviction record will not necessarily bar individuals from employment. Possesses the ability to adjust to constantly changing workloads. Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. 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. Legal Intake SpecialistFreeman Mathis & Gary, LLPAtlanta, GAThe Legal IntakeSpecialistcommunicates frequently with attorneys, either in writing or in-person. A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases.
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