Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. Here are three trends influencing how legal intake specialists work. They record the client's history and why they are seeking legal services. Potential clients should not fall through the cracks. Hiring for this position is a critical task for any organization that provides services to clients. Requirements Essential Functions 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. A law firm is looking for a legal intake specialist. From filling urgent job openings to developing long-term hiring strategies, our team is here to help. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard, Set appointments for potential clients that meet our criteria to keep our lawyers schedules organized and grow our caseload, Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently, Work with marketing to collaborate on outbound sales tactics and partnerships with other law firms in order to help bring in new cases, Perform miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency, High school diploma or equivalent required; Bachelors degree preferred, Previous customer service or sales experience preferred, Possesses outstanding communication skills and sense of empathy, CRM and case management software experience a plus, Proficiency with Microsoft Office products, especially Microsoft Excel, Solid data entry, spreadsheet management, and computer skills, Expert advice on your job ad, screening questions, and compensation plan, Prime visibility on job boards including Indeed, ZipRecruiter, and Monster, Automated DISC assessment and screening questions. 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. 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. Begin with the most recent employer. 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. Hire better with the best hiring how-to articles in the industry. **Responsibilities include**: Find a job. Your role is crucial in ensuring that clients are matched . The Legal Intake Specialist is an entry level position and will serve as the compassionate voice of our law firm, fielding inbound. Are you a person who helps people? 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. Responsible for supporting teams with compliance and control; partners with operations, risk, compliance, legal, and other entities to ensure the accuracy and validity of published procedures. This means that legal intake specialists will need to be able to handle difficult customers effectively and be able to provide excellent customer support through phone calls, emails, and social media channels. There are many widely used job sites out there that draw visits from qualified candidates. 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. For example, some states allow students who have already graduated from law school to take the bar exam if they want to practice law in that state. This site is protected by reCAPTCHA and the Google, Law Office of Polly Tatum / Mediation Advantage Services, Legal / Administrative Assistant Needed Immediately for Growing Law Firm. ensuring that training and communications are meaningful and easy to understand. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. Ready to be part of a fast-growing community. 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. An intake specialist is an important figure in many organizations. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. 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. They must also be able to deal with difficult clients and handle sensitive information with discretion. The employment of legal intake specialists is expected to grow faster than average over the next decade. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Start a free Workable trial and post your ad on the most popular The Role of Language in Legal Practice Core skills are required for most of the legal positions. Company Description Overview: The Education, Career and Enrichment department at CASES specializes in serving youth and young adults impacted by the criminal legal system. Housing Unit employees are required to work in the office three days a week, at minimum, and may be required to work in the office more than three days a week depending on job responsibilities. Medical history, criminal history, event reports and investigation findings may be included. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Overall, they're responsible for supporting lawyers and making their job easier by handling administrative tasks. The easiest way to waste time is to not know if a client is a good fit. We really are different, and thats something we dont mind bragging about! Related: 25 Legal Intake Specialist Interview Questions and Answers. Applies analytical thinking and knowledge of data analysis tools and methodologies. The ideal person for the job. We look forward to hearing from you! Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Legal intake specialists are responsible for gathering information from clients who have legal issues. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. Please note: A conviction record will not necessarily bar individuals from employment. Collects data to help with the admission process if working in a health or mental care facility. We are seeking an experienced intake specialist to join our team. 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 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. Organization, attention to detail, and the ability to stay on top of deadlines are all important traits to possess, and you need to remain compliant with any relevant organization policies or legal requirements. Legal Intake Specialist Job Duties Legal intake specialists have a wide range of responsibilities, which can include: Interviewing clients to determine their legal needs, collecting pertinent information about their cases, and establishing rapport with them Adheres to the facility dress code and appears professional at all times. 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. No matter which approach is used, having an experienced and qualified intake specialist on board will help ensure the organizations clients receive quality services and that its goals are met. What does a Legal Intake Specialist do? Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. A legal career can be rewarding in many ways. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. We guarantee 100% privacy. 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. Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. A legal intake specialist, also known as a "claims intake specialist," gathers information from new and prospective clients for law firms. They may work with sensitive information, so they should be able to handle it with care. Do you have experience working with individuals from diverse backgrounds? You can utilize your own website, social media, and employees to assist in your search for top candidates. Licensed Masters Mental Health Professional Adult Intake Specialist. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Below, we share the top 20 interview questions that will help you prepare for your next interview. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. 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. We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! She often uses these to introduce clients to potential employers in a relaxed, informal fashion. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. 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. Easy Apply 15d Work directly with new clients in various ways: new client intakes, processing documents, writing letters, calling witnesses, cataloging incoming documents and 3.4 Children's Home Association of IL Outreach & Intake Specialist Peoria, IL You will be the first point of contact for individuals seeking services or products from our organization. *The names and logos of the companies referred to in this page are all trademarks of their respective holders. Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening. Legal Intake Specialist Los Angeles, CA $20.00 - $25.00 Per Hour (Employer est.)