Client Intake Specialist
CurrentI have been a client intake specialist for 8 1/2 years. I run conflicts for new clients and matters for 3 offices and 100+ attorneys, prepare conflict reports for attorney review, and open files for new matters. I also maintain our client and conflicts database. Prior to client intake, I handled collections for the firm for 10 years including generating AR reports for the attorneys, sending reminder statements, applying cash receipts and handling write offs of A/R. I maintained and updated the ARCS database and created reminder statements, collection letters and notes.