Client Intake Specialist
- Field calls from existing and potential clients; obtain information to determine how to assist them.
- Conduct potential new client intake phone interviews; prepare internal forms relied upon by attorneys to evaluate claims.
- Ensure potential clients are properly documented in Insightly for Google contact management system.
- Schedule phone and in-person meetings for attorneys.
- Prepare, print and mail out letters of representation, medical records request, and client contact letters.