legal intake specialist job description

The legal industry is changing rapidly as more and more businesses turn to legal tech solutions to help them manage their legal needs. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. 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) Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. Customer service: Customer service skills can help you interact with clients and customers in a professional and friendly manner. Rubenstein law, p. a. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. The technical storage or access that is used exclusively for anonymous statistical purposes. Here are the two we recommend for an intake specialist opening: CareerBuilder has been a trusted source for hiring since 1995. 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. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. Processes paperwork for new clients efficiently and in accordance with protocols. Job Descriptions, Average Salary, Interview Questions. We guarantee 100% privacy. From the Hiring Manager: The Client Relationship Specialist is an advocate for ARCHER. As legal tech becomes more popular, legal intake specialists will need to be well-versed in the different products on the market and how they work. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. Attention to detail: Legal intake specialists must have excellent attention to detail to ensure they gather all the necessary information from clients. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. Medical history, criminal history, event reports and investigation findings may be included. So, you want tobecome an Intake Specialist? Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. 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. If you are an RN, you can expect a higher salary. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. Sample Letters For Your Important Situations. Applicants must be authorized to work in the United States. 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. Do you have experience enforcing intake rules or policies with clients. Come to us in your pursuit of success. We look forward to hearing from you! 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. Job description. Begin with this template and post your job to 60+ job boards with help from one of our expert coaches. We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. The Intake Specialist will speak to the clients and potential clients to assess their needs and see where the call should be directed. Legal and ethical compliance is an essential duty of each employee. This is a grant funded position. Legal intake specialists monitor the phones at the office at a law firm. Handled general requests for information and data. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Do you have what it takes to Work 4 LIP? They should also be able to organize and file paperwork correctly to ensure its accessible when needed. Also MUST know the difference between a qualified and non-qualified case relating to motor vehicle accidents. *The names and logos of the companies referred to in this page are all trademarks of their respective holders. Find a job. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. The intake specialist job description requires an individual who is able to pay very close attention to detail and get required information from clients and customers. Breaks down information in a systematic and communicable manner. 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. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. If you are interested in joining the LIP team, please apply directly on the job posting or fill out this application form. Organization: Legal intake specialists often work in fast-paced environments, so its important for them to maintain organization in their work spaces. Legal Intake Specialist. We are looking for an Intake Specialist to join our team and welcome patients to our medical facility while helping process them before their scheduled appointments. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. 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. This template has been written for the ideal Conversely, entry-level intake specialists may earn as little as $24,000 per year. Do you want to focus on litigation, corporate law, or family law? This requires active listening skills and the ability to ask questions to get more information. Medical history, criminal history, event reports and investigation findings may be included. A high school diploma or equivalent is required, but a bachelors degree in social work or a related field is preferred. Job Title: Intake Specialist Example 1. 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. 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. Provides clear and concise information based on creative and complex research findings. If you have someone internally who can dedicate the time and energy to sort through applications and screen individuals effectively, this can be a great choice. He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. Do you have experience working with individuals from diverse backgrounds? FILL OUT OUR SURVEY. Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. Lawyer-client relationships are important, so it is important to start them off right. Intake Specialist Resume Sample 4.5 11 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Idella Donnelly 499 Augustine Passage, Philadelphia, PA +1 (555) 366 9858 Work Experience Intake Specialist 12/2016 - PRESENT Philadelphia, PA Its about working every day to project confidence, choose optimism, embrace growth, and respect everyone. Read our. Jobs View All Jobs Create your own professional looking resume for free using our resume builder! Have you ever worked with a client who refused to accept assistance or services? Reliable, organized, driven, and personable. Please fill out the entire application to the best of your ability. Americas: +1 857 990 9675 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. Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. 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. One of the most important things to think about is where you want to practice law. They will also need to be able to identify which solutions are best suited for each clients specific needs. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. 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. That may include medical history, criminal history, event reports and investigation findings. An intake specialist is the first person to greet customers or patients, directing them where they need to go. new offer (02/03/2023) job description. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. A legal career can be rewarding in many ways. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. POSITION: Receptionist/Intake Specialist (Full-Time Position) CLOSING DATE: Position Immediately Available and Closed When Filled LOCATION: Hybrid Remote - Amarillo, Texas OVERVIEW: Legal Aid of NorthWest Texas (LANWT) is a non-profit law firm that provides free civil legal aid to the low-income communities of North and West Texas. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. 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. Hire better with the best hiring how-to articles in the industry. Or would you prefer to work in-house for a company or government agency? Legal Specialist Resume Objective : Intelligent mental health student with exceptional people skills, quick aptitude for learning, and highly motivated. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. Wendy runs an employment agency with her husband, Ian, in Rochester, New York. A company website posting should be the first step in notifying prospective candidates that you are hiring. The technical storage or access that is used exclusively for statistical purposes. 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. Ready to be part of a fast-growing community. Legal Assistant job description A Legal Assistant is a professional who conducts legal research, drafts documents, emails, and signatures for lawyers when they're unable to. This position requires a mature, flexible individual who can work as a member of our administrative team. Applies analytical thinking and knowledge of data analysis tools and methodologies. 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. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. Kaiser - Davis. Follow-ups with prospective clients. Hamilton Law Firm LLC Intake Specialist/Legal Assistant Princeton, NJ Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. Job Description Our law office is growing fast and we're searching for a full-time Legal Intake Specialist to help us succeed! Fortunately, great options exist for every scenario. Analytical Legal Intake Specialist adept in legal research and documentation. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. 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. Legal intake specialists often work with clients over the phone or in person, so customer service skills can help you communicate with clients and answer their questions. Research salary, company info, career paths, and top skills for Legal Intake Specialist Related: 25 Legal Intake Specialist Interview Questions and Answers. The lawyers at the law firm monitor the phones. These are our recommendations: The heavy lifting is done for you when working with a top-tier staffing company like 4 Corner Resources. They have asked us to help them find a new intake specialist to join the team. 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. Tell us what *you* think of our resources and what youd like to see here in 2023. They record the client's history and why they are seeking legal services. Please note: A conviction record will not necessarily bar individuals from employment. Intake Specialist Job Description An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. 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. We match top professionals with great employers across the country. 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. Over the years, Rubenstein law has grown from a leading auto and slip fall accident firm in Miami to being recognized . Intake specialists are usually found working in health clinics, legal offices, and social services agencies. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. The Legal Intake Specialist is an entry level position and will serve as the compassionate voice of our law firm, fielding inbound. To explore salary ranges by local market, please visit our sister sitezengig.com. By clicking Customize This Resume, you agree to ourTerms of UseandPrivacy Policy. All rights reserved. All rights reserved. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. An intake specialist is the first person a new patient, client or family will meet. 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. Certifications & Licenses: Though legal legalization specialist certifications are not necessary, they can be useful for legal legalization specialists who want to increase their chances of getting a job in their preferred field. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Most commonly, they can be found in hospitals, clinics, and other medical offices; however, some can also work for health insurance companies, home healthcare organizations, and long-term care facilities. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it. What would you do if a client was upset or angry with you? What measures do you take to ensure the privacy and confidentiality of client information? Job Description. They must also be able to deal with difficult clients and handle sensitive information with discretion. An intake specialist is the perfect entry-level administrative job. Potential clients should not fall through the cracks. Your email address will not be published. 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. Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. At [CompanyX], we provide high-quality legal services to individuals and businesses in a wide range of practice areas. 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 Some employers may require an associate or bachelors degree in legal or paralegal studies. Happy Recruiting, and good luck with getting the perfect person for the job! Licensed Masters Mental Health Professional Adult Intake Specialist. Some may eventually become lawyers, although most do not. Hiring an intake specialistis a critical task for any organization that provides services to clients. As such, it is not owned by us, and it is the user who retains ownership over such content. Americas: +1 857 990 9675 Medical history, criminal history, event reports and investigation findings may be included. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on. What does a Legal Intake Specialist do? 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. ensuring that training and communications are meaningful and easy to understand. Position: Legal Intake Specialist - DIRECT HIRE! They record the client's history and why they are seeking legal services.

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