This may include developing skills in data mining or programming. So, lets learn more about the Intake Specialist Job Description and what it entails. A legal intake specialist receives and qualifies new and prospective clients for law firms. Those working for emergency departments or psychiatric units may work any shift, and they may also be called upon to work nights, weekends or holidays. Related: 25 Legal Intake Specialist Interview Questions and Answers. Lawyers love to help, but not every problem or person is a match for your practice area, workload, or firm size, and it's ok to say no to those who would better served elsewhere. The ideal candidate is goal-oriented and persuasive, all while maintaining empathy . The legal intake specialist will be the first point of contact for our clients, and therefore must be professional, courteous, and knowledgeable about our firm and the services we provide. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. 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. As AI becomes more prevalent in legal services, legal intake specialists will need to learn how to use it to their advantage. Your responsibilities will include conducting initial screenings to determine whether clients meet eligibility requirements for services and gathering all necessary information from them to complete the intake form. We look forward to connecting with you soon. Ultimately, you will work directly with patients to gather their information and process them before they meet with a Doctor or medical professional in our facility. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. Identify and Include Relevant Keywords. 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. Adheres to the facility dress code and appears professional at all times. An intake specialist is the first person to greet customers or patients, directing them where they need to go. Uses existing procedures to solve straightforward problems and perform tasks/activities. 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. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. An intake specialist is the perfect entry-level administrative job. Working for Legal Intake Professionals is unlike working for any other call center. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. Information is subject to verification. Possesses the ability to adjust to constantly changing workloads. Sample Letters For Your Important Situations. 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. Americas: +1 857 990 9675 Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. We work directly with mass tort law firms all over the country. Demonstrates excellent customer service skills and the ability to calm patients or clients who may be distraught. Skills Education JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. FILL OUT OUR SURVEY. An intake specialist is the perfect entry-level administrative job. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Benefits: Employee discount; Flexible . Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. We offer competitive salaries, comprehensive benefits packages, and opportunities for growth within the organization. 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. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. 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. Position SummaryUnder supervision of an attorney supervisor and/or other managers, the Intake Specialist may perform any or all of the following duties: Greet clients; answer telephone calls from applicants for service, client and/or the general public; helpfully and respectfully interview potential applicants for legal services who may be under stress of legal action; elicit factual . It is important for intake specialists to have strong communication and organizational skills to succeed in this position. Required fields are marked *. It is also important to consider how you will become a lawyer. Legal Intake Specialist Cannon & Associates Spencer, OK They have asked us to help them find a new intake specialist to join the team Client Intake Specialist GPAC Staffing Chicago, IL Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Lawyer-client relationships are important, so it is important to start them off right. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. Social media can also be a powerful tool for spreading the word about your new opening. Made with in California 2023. As customers become more demanding, legal intake specialists will need to be able to provide excellent customer service in order to keep them happy. They must also be able to deal with difficult clients and handle sensitive information with discretion. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. Use this Intake Specialist job description to advertise your vacancies and find qualified candidates. Intake specialist salaries vary by experience, industry, organization size, and geography. Please note: A conviction record will not necessarily bar individuals from employment. Encourage your internal team to promote job openings to their network by offering cash and other incentives. 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. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. This is a grant funded position. Tell us what *you* think of our resources and what youd like to see here in 2023. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. If referring a potential client to a different law firm, warm patch the call to the attorneys office while the client is still on the line. Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Direct and indirect patient contact is necessary, and the candidate may need to be able to walk, stand, sit or lift up to 50 pounds. Ensures that all admission forms are properly signed and filed. Legal Intake Specialist Tort Intake Professionals - Henderson, NV | Mon, 27 Feb 2023 19:52:00 GMT. Europe & Rest of World: +44 203 826 8149. In a legal setting, specialists record the client's history and why they are seeking legal services. 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. 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. Apply for the Job in Intake Specialist/Legal Assistant at Princeton, NJ. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. Calendaring of appointments, meetings, and phone calls with prospective clients. In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . Many factors go into creating a strong resume. The 4 Corner team is on standby to help you find the best option for your unique hiring need. This candidate is great on the phone, naturally cheerful, and a compassionate and empathetic listener. Some may eventually become lawyers, although most do not. Our Intake Specialists are the face and voice of Kaufman & Lynd. Your email address will not be published. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Breaks down information in a systematic and communicable manner. They live on the outskirts of New York with their poodle, Princess. Medical history, criminal history, event reports and investigation findings may be included. Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. 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. Job description. If nursing is more your passion, then take a look at ourCRNA Job Description, ourMedical-Surgical Nurse Job Description, and ourOperating Room Nurse Job Description, along with ourICU Nurse Job Descriptionand ourNICU Nurse Job Description. That may include medical history, criminal history, event reports and investigation findings. Hire better with the best hiring how-to articles in the industry. 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 Research salary, company info, career paths, and top skills for Legal Intake Specialist Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Here are three trends influencing how legal intake specialists work. Applicants must be authorized to work in the United States. 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. Company Description Overview: The Education, Career and Enrichment department at CASES specializes in serving youth and young adults impacted by the criminal legal system. Are you a person who helps people? ensuring that training and communications are meaningful and easy to understand. Good computer skills are important. Legal Intake Specialist - Now Hiring Today Est. Post this job for free Complete all admissions paperwork and enter it digitally, Verify medical insurance coverage and benefits for each patient, Schedule appointments for consultations, tests and procedures, Address any patient complaints or concerns, Perform clerical work such as filing, copying and faxing. Conduct initial client interviews. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. To be eligible forthe position of an intake specialist, you should meet certain qualifications. 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. The lawyers at the law firm monitor the phones. Our law firm is expanding and needs the help of a legal intake specialist to take our client relations to the next level and manage our growing caseload. 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Adapt and change my workflow in which fits the needs of each client individually. 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) An Intake Specialist will work directly with Doctors to ensure patient records and medical histories are accurate before the scheduled appointment. $14.86 - $21.81 Full-time, Part-time Indianapolis, IN 46201 Urgently Hiring Apply Now Liberty Mutual Insurance The Laws of Incorporation: How to Make Your Business a Legal Billing Specialist We really are different, and thats something we dont mind bragging about! Our core values not only act as our North Star for providing great service, but these values also enable us to create a positive work environment that boosts every member of our team. 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. 4 Corner Resources, LLC. Including the ability to learn new programs easily, Multitasking skills and the ability to work well under pressure, Self-motivated, self-disciplined, and able to work with little supervision, Ability to work in a fast-paced environment, Ability to work in a confidential environment always maintaining client confidentiality, Has a professional manner and high energy level, exhibits a positive attitude, Accepts new ideas and challenges and is highly motivated, Ability to work well with others as a team, Ability to work remotely from home as needed per business needs (see remote requirements), Provides general/routine administrative and office support that includes a broad range of duties, Focuses on completing work effectively, efficiently, and in a timely fashion, Understands how the assigned and/or routine tasks integrate with others in the team, Impacts the efficiency and accuracy of own work and begins to impact the work of others.