Legal Intake Specialist
CurrentResponsible for answering all calls with professional courtesy and empathy, documenting and resolving inquires. Provide excellent client services, Ability to pay very close attention to detail, retain and document the required information from clients and providers. Principal (Essential) Duties:1. Conduct consultations for potential cases from new clients who reach out through phone calls and online inquiries. Must be empathetic and efficient in the Intake process.2. Sign up new… Show more Responsible for answering all calls with professional courtesy and empathy, documenting and resolving inquires. Provide excellent client services, Ability to pay very close attention to detail, retain and document the required information from clients and providers. Principal (Essential) Duties:1. Conduct consultations for potential cases from new clients who reach out through phone calls and online inquiries. Must be empathetic and efficient in the Intake process.2. Sign up new clients electronically over the phone and be able to provide solutions and answers for clients who have questions or concerns. 3. Assist potential new client set initial clinic appointment for treatment. 4. Review new inquiry calls and emails from clients, Law Firms, Lead Companies and Clinics.5. Ensure all legal documents are processed, signed, and filed.6. Connect existing clients with their legal teams and quickly provide solutions for upset clients.7. Ensure that phone calls from insurance adjusters and medical providers are directed to the correct paralegals and attorneys all while protecting client information and privacy.Secondary Duties1. Collaborates with other departments to support client cases.2. Performs other related duties as assigned such as meeting with walk-in clients, processing legal documents, and communicate with other firms that we refer clients out to. Show less
