legal intake specialist job description

As an intake specialist, you will play a vital role in connecting our organizations services with those who need them most. A legal intake specialist is hired by law firms to find new clients. This template has been written for the ideal Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. This includes checking patients in, obtaining their personal history and emergency contact information, coordinating schedules, and processing paperwork. 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. $13.88 - $19.09 Customer service is becoming a more important focus for many businesses, including those in the legal field. Find a job. 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. Read our. 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. Customer Service Skills for Medical Intake Specialists, The Client Intake Specialist for a California Law Firm. A legal career can be rewarding in many ways. Obtains pertinent information from new clients by asking them to complete surveys or interviews courteously and professionally. Legal Intake Specialist. If you have a passion for helping people and possess excellent organizational skills, we encourage you to apply for this position. Have you ever worked with a client who refused to accept assistance or services? 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. A high school diploma or equivalent is required, but a bachelors degree in social work or a related field is preferred. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. Your role is crucial in ensuring that clients are matched . View the job description, responsibilities and qualifications for this position. 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. 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. Hire faster with 1,000+ templates like job descriptions, interview questions and more. Feel free to modify responsibilities and requirements based on your needs. 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. Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity. Possesses the ability to adjust to constantly changing workloads. 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. They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. The process of getting new clients to fill out an intake form is only part of the process of getting new clients. Tell us what *you* think of our resources and what youd like to see here in 2023. LinkedIn is a social network for job seekers, professionals, and businesses. As an Intake Specialist in our Intake department, you provide the first impression of our firm by being the first point of contact for all potential clients. Legal intake specialists have a wide range of responsibilities, which can include: Legal salaries vary depending on their level of education, years of experience, and the type of law they specialize in. Provides clear and concise information based on creative and complex research findings. Here are a few tweaks that could improve the score of this resume: 2023, Bold Limited. 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. It is also important to consider how you will become a lawyer. All rights reserved. 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. A company website posting should be the first step in notifying prospective candidates that you are hiring. An intake specialist is a professional in the medical field that is the first point of contact with patients and or with their families to assess their service requirements. Please note: A conviction record will not necessarily bar individuals from employment. Intake Specialist Cover Letter Sample #1. An intake specialist is an important figure in many organizations. Intake Specialists serve as the first point of contact for people seeking legal . The ideal person for the job. This template attracts 30% more quality candidates at 1/10 of the average cost per hire. As experts in patient advocacy, intake specialists assist individuals through every step of the healthcare process while making sure they get the care they need. Do you have experience enforcing intake rules or policies with clients. Demand for legal services will continue to increase as more people seek legal help with issues such as family law, bankruptcy, and estate planning. That may include medical history, criminal history, event reports and investigation findings. Information is subject to verification. 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. ABC Company is hiring a full-time Intake Specialist. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. have hired successfully with this template on WizeHire. 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. 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 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 Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. Additionally, applicants can use their LinkedIn profile instead of a resume to expedite the process. 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. Find a job. Analytical Legal Intake Specialist adept in legal research and documentation. Training & Experience: Legal intake specialists typically receive on-the-job training from their new employers. This position requires a mature, flexible individual who can work as a member of our administrative team. All rights reserved. They are the front line of client service, and they must exercise top-notch communication and organizational skills to do their job effectively. Your email address will not be published. Do you want to focus on litigation, corporate law, or family law? An Intake Specialist welcomes and processes patients before their scheduled appointment at a healthcare facility. Knowledge of data entry procedures*. Most states require that you graduate from an accredited law school and pass the bar exam. In a legal setting, specialists record the client's history and why they are seeking legal services. They can do an assessment and direct them to the right person to assist them. As an . You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their . Malone Law Office Atlanta , GA Intake Specialist Sep 2015Present Temporary contract position: Vet medical malpractice and personal injury calls from potential clients, attorneys, and physicians. 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. The following steps can help ensure you find the right candidate for the job: By following these steps carefully and thoroughly evaluating each candidates skills and experience against your organizations specific needs, you will be able torecruit an intake specialistwho will help ensure your clients receive quality services while supporting organizational goals. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Carrying out re-merchandising, display, price markdowns duties. Fortunately, great options exist for every scenario. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! Its about working every day to project confidence, choose optimism, embrace growth, and respect everyone. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. In your cover letter, which will accompany your resume, let us know what you think it takes to be a Client Intake Specialist at our firm. In addition, they will need to be able to understand what customers want and be able to meet their needs. The technical storage or access that is used exclusively for anonymous statistical purposes. These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 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. Rubenstein law, p. a. Kaiser - Davis. 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. You should also have at least two years of experience working in customer service or social services. Many legal intake specialists are promoted to paralegal or legal assistant positions. Some may eventually become lawyers, although most do not. Creating a friendly environment for staff and employees will help intake specialists to advance into other administrative positions, such as administrative coordinators or managers. By leveraging the expertise of a professional recruitment agency, organizations can save time, money, and energy in their search for an intake specialist who matches their needs. Strong written and verbal communication skills are required for an intake specialist to interact with patients and their families. Ensures that all admission forms are properly signed and filed. 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. Sample Letters For Your Important Situations. See our post on Loan Servicing Specialist career planning. **Responsibilities include**: 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. Legal intake specialists are responsible for gathering information from clients who have legal issues. Pay: $46,009.74 - $70,366.57 per year. 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. Some firms will even pay for their employees to attend law school. Americas: +1 857 990 9675 Prepare a cover letter that explains what you believe are the three (3) most important qualities needed to be successful in this role and submit your resume. Legal Intake Specialist Tort Intake Professionals - Henderson, NV | Mon, 27 Feb 2023 19:52:00 GMT. An intake specialist is the first person to greet customers or patients, directing them where they need to go. We're committed to being your source for expert career guidance. 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. Did you know there's a 3-Factor Formula for Success for hiring a real estate salesperson? Calendaring of appointments, meetings, and phone calls with prospective clients. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. However, there are other ways to become a lawyer if you cannot meet these requirements. LEGAL INTAKE SPECIALIST FULL JOB DESCRIPTION We are a diverse and expanding plaintiff-side employment law firm specializing in wage and hour class and representative actions and. If youre looking for an exciting, fast-paced, and challenging role, then this could be the perfect job for you. However, it is important to consider all aspects of this career before embarking on it. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. Intake specialist salaries vary by experience, industry, organization size, and geography. 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 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.

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