Intake Specialist
Current- Interviewing prospective clients by phone and email to become familiar with their cases- Evaluating prospective clients’ claims to determine whether they’re in line with the areas of practice and experience of the firm- Entering client information and case facts into TrialWorks Case Management System- Communicating with firm attorneys and co-counsel attorneys on whether a case is to be accepted for or respectfully declined representation; Scheduling initial consultation appointments with attorneys for potential new clients as necessary- Onboarding new clients by filling out necessary paperwork and putting together intake case files