Legal Intake Specialist Your mission would be to establish the firm's relationship with qualified potential clients by conducting interviews via telephone. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. Analytical Legal Intake Specialist adept in legal research and documentation. 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. Provides clear and concise information based on creative and complex research findings. Intake Specialists are valuable members of the healthcare industrywho work in a wide range of settings. Encourage your internal team to promote job openings to their network by offering cash and other incentives. Strong time management and organizational skills, Constantly adapt to a rapid change of environment. You will be responsible for evaluating client needs and directing them to relevant programs or services based on their unique circumstances. Virtual Assistant/customer service representative - Qualified Candidate.<br>Dear Hiring Professional,<br>Upon learning about the Virtual Assistant posting, I was eager to<br>contact you with my interest. What are some characteristics that our Client Intake and Sales Specialist should have? Weve put together an extensive selection of job descriptions, starting with ourHealthcare Administrator Job Description, followed by our in-depth guide to theMolina Healthcare Applicationand theUnitedHealthcare Insurance Applicationin 2023. We are seeking an experienced intake specialist to join our team. Evaluate each intakeworkflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness. 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. Intake Specialist responsibilities include greeting patients, recording personal details and gathering medical histories before the patients appointment. Customer service is becoming a more important focus for many businesses, including those in the legal field. You can also use customer service skills to help clients understand the legal process and make informed decisions about their cases. 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. new offer (02/03/2023) job description. legal intake specialist's personality type. Excellent communication skills are essential, both written and verbal, as you will need to interact with clients regularly. 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. They will also need to be able to identify which solutions are best suited for each clients specific needs. The lawyers at the law firm monitor the phones. Legal Intake Specialist - Now Hiring Today Est. Moderate but direct impact through close contact with the businesss core activities. Find a job. ABC Company is hiring a full-time Intake Specialist. Applies analytical thinking and knowledge of data analysis tools and methodologies. You should also consider what type of work you want to do. All rights reserved. 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 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. 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. When you apply for a legal intake specialist role, your resume will likely be scanned by an applicant tracking system (ATS) for certain keywords. 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. Jobs View All Jobs Daily activities of an Intake Coordinator are managing intake processes, adhering to legal requirements, completing reports, maintaining databases, reporting to supervisors, liaising with patient families, collecting patient information, answering to patient inquiries, taking part to team meetings, and collaborating with internal staff. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with LiveCareer. 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. Company Description Our team will get to know you and connect you with jobs that match your skills, experience and preferences. 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. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs. 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. If you are an RN, you can expect a higher salary. 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. 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. You should also possess basic computer skills, including proficiency in Microsoft Office, and familiarity with database management systems would be an advantage. Legal Intake Specialist Los Angeles, CA $20.00 - $25.00 Per Hour (Employer est.) Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. Reconciling numerical data prior to entering it into Collective Fleet database system. Position Description JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. Legal intake specialists should have strong computer skills, including typing skills, to be successful in this role. In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . Through CareerBuilder, you can engage candidates and drive them into your sourcing pipeline. Possesses the ability to adjust to constantly changing workloads. Europe & Rest of World: +44 203 826 8149. If you have prior customer service experience, great communication skills, and a passion for helping others, apply today! Are you a person who helps people? 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. All rights reserved. The work can be stressful, as legal intake specialists must be able to handle a high volume of work while maintaining accuracy and attention to detail. Related: 25 Legal Intake Specialist Interview Questions and Answers. Many legal intake specialists are promoted to paralegal or legal assistant positions. Job Description: As an intake specialist, you will be responsible for facilitating the intake process of new clients, patients, or customers. Youll 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 appointments. This can include keeping files and paperwork in order, keeping track of case information and maintaining a clean desk. Making a high number of potential new client phone calls to warm (opt-in) leads*. This requires active listening skills and the ability to ask questions to get more information. Our recruiter will reach out to you within 72 hours if it looks like there may be a great fit. Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. Medical history, criminal history, event reports and investigation findings may be included. Post this job for free Tell us what *you* think of our resources and what youd like to see here in 2023. They must be able to convey information clearly and concisely to ensure everyone understands the message. 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. 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. That may include medical history, criminal history, event reports and investigation findings. Ready to be part of a fast-growing community. Uses existing procedures to solve straightforward problems and perform tasks/activities. Licensed Masters Mental Health Professional Adult Intake Specialist. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Below is more information about the requirements, qualifications and job descriptions associated with the Legal Intake Specialists job opening. Kaiser - Davis. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. 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 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. Once you know this formula,, We use cookies to personalize your experience and better understand our visitors. Shows the ability to calm frustrated clients quickly and make decisions based upon anticipated outcomes. 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. 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. Conversely, entry-level intake specialists may earn as little as $24,000 per year. You should also have at least two years of experience working in customer service or social services. Some employers may require an associate or bachelors degree in legal or paralegal studies. Documents policy and procedure within regulatory requirements in addition to Information Security policies and procedures, Works with businesses to coordinate deliverables required for internal and external audits, Updates project tasks regularly and accurately, Prioritizes and completes deliverables timely. Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. They must be able to effectively communicate with people from all walks of life, regardless of their background or education level. We recommend using CareerBuilder for hiring when you have the internal resources and processes to review, screen, and reply to all applicants. A company website posting should be the first step in notifying prospective candidates that you are hiring. Collects data to help with the admission process if working in a health or mental care facility. 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. Legal services are increasingly using artificial intelligence (AI) to automate tasks that were once done by lawyers. Medical history, criminal history, event reports and investigation findings may be included. Build a Legal Intake Specialist Job Description What does a legal intake specialist do? We really are different, and thats something we dont mind bragging about! Well provide the training and resources to help you flourish in your role on a tight-knit, supportive, and passionate legal team. Job Description Legal Intake Specialist Job Overview A legal intake specialist receives and qualifies new and prospective clients for law firms. Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. 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. 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. 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. From<br>reading your company's website, I feel . The technical storage or access that is used exclusively for anonymous statistical purposes. 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. A high school diploma or equivalent and at least 6 months of experience from which comparable knowledge and skills can be acquired are necessary. 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. With this popular job site, you can enhance your brand and advertise your open position to a wide audience of motivated, qualified candidates. We look forward to connecting with you soon. In some cases, the degree can be substituted for adequate experience working in an intake setting. Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. A legal intake specialist receives and qualifies new and prospective clients for law firms. LinkedIn is a social network for job seekers, professionals, and businesses. Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. They may also use computers to communicate with clients and other professionals. We match top professionals with great employers across the country. 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. The ability to multitask in a demanding environment is crucial for this role. Utilizing Medical Litigation and Sales force database to add new clients and input accurate information received from clients. Tell us what *you* think of our resources and what youd like to see here in 2023. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Montgomery Street, San Francisco, CA 94105 (555) 432-1000 resumesample@example.com Professional Summary Analytical Legal Intake Specialist adept in legal research and documentation. Do you have what it takes to Work 4 LIP? They are responsible for managing the processes of new clients and evaluating incoming claims and potential clients both on the phone and in person. This is a grant funded position. 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. A consumer advocacy law firm in Santa Monica is looking for a Legal Intake Specialist to join its growing team. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. Maintaining precise records of all client interactions is also crucial, as you will need to update databases regularly to ensure the accuracy and accessibility of information. One of the most important things to think about is where you want to practice law. This role is expected to be in the courthouse in-person. 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. Provides clear and concise information based on creative and complex research findings. 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. Your email address will not be published. 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. A legal secretary performs administrative tasks, such as transcribing Job Description Indeed.com . Come to us in your pursuit of success. 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. We are seeking a legal intake specialist to join our team and provide support to our attorneys and staff. 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. 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. 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. 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 . Provide administrative support to higher authorities, meeting deadlines and regular procedures. Intake Specialists serve as the first point of contact for people seeking legal . 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. How have you collaborated with other professionals or agencies to assist a client? What would you do if a client was upset or angry with you? With all that going on, it's amazing that she gets any time to write about her thoughts on securing the dream job. Are you a highly-organized professional that wants to work remotely? Position: Legal Intake Specialist - DIRECT HIRE! The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. 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. Investigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases. 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. Job Title: Intake Specialist Example 1. Medical intake specialists make an average of $32,054 per year. They may work directly with clients or they may interact with other professionals in the legal system to gather information about cases and individuals. Information is subject to verification. new offer (21/02/2023) job description. 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. Lastly, having experience in the human service field may be seen as beneficial by potential employers when considering applicants who have applied. 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. The 4 Corner team is on standby to help you find the best option for your unique hiring need. Your email address will not be published. Microsoft Suite 2011 (Word, Excel, powerpoint, and outlook). There are many career sites out there. Company Summary Rubenstein law was founded in 1988 and is recognized as one of the premier injury firms in Florida. The intake specialist in this position is also expected to: Maintain the highest ethical and professional standards; embrace and support TLSC's overall mission; and comply with all grant requirements, regulations, standards, policies, and confidentiality requirements. Most states require that you graduate from an accredited law school and pass the bar exam. Travel: 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. 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 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. 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. Wendy runs an employment agency with her husband, Ian, in Rochester, New York. 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.
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