He or she will be responsible for answering incoming calls, conducting intakes with potential clients, and scheduling appointments. View the job description, responsibilities and qualifications for this position. Develop and maintain a working knowledge of all services and resources provided by the Company and available within the community. Tell us what *you* think of our resources and what youd like to see here in 2023. If you meet these qualifications and have a passion for helping others, this could be the perfect job opportunity for you! Additionally, you will need to provide information about available resources and address any questions or concerns that clients may have regarding the organizations offerings. The Role of Language in Legal Practice Core skills are required for most of the legal positions. In a legal setting, specialists record the client's history and why they are seeking legal services. Use this Intake Specialist job description to advertise your vacancies and find qualified candidates. Job postings on LinkedIn are also extremely streamlined and user-friendly, making it even easier for candidates to apply. Research salary, company info, career paths, and top skills for Legal Intake Specialist (Full Guide), Business Development Manager Job Description, Restaurant General Manager Job Description, Inside Sales Representative Job Description, Customer Service Representative Job Description, Call Center Representative Job Description. Social media can also be a powerful tool for spreading the word about your new opening. Our growing law firm needs a highly-organized legal administrative assistant to intake commercial collections and subrogation cases. An intake specialist is the perfect entry-level administrative job. After clients receive services, its essential to follow up with them to ensure their satisfaction with the level of care provided. Ensures that all admission forms are properly signed and filed. Hiring an intake specialistis a critical task for any organization that provides services to clients. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Information is subject to verification. Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. Hiring for this position is a critical task for any organization that provides services to clients. However, there are other ways to become a lawyer if you cannot meet these requirements. They must also pay attention to detail since they enter patient information before their scheduled appointment. An intake specialist works in a climate controlled facility, and they work nine-to-five hours five days per week in most cases. Legal intake specialists also need to be able to communicate with clients in a professional and friendly manner. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. An Intake Coordinator is a professional who serves as the first point of contact for all patients at a medical facility. - Miami City. Below, we share the top 20 interview questions that will help you prepare for your next interview. 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. Rubenstein law, p. a. 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. Do you have experience working in customer service? Legal intake specialists commonly use a variety of techniques to obtain this information, including interviews, questionnaires, surveys, and other methods. 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. Working with a professional recruitment agency can also be a fantastic way to access more talent and save time and money in the hiring process. Legal intake specialists need the following skills in order to be successful: Communication: Legal intake specialists communicate with a variety of people, including clients, other employees and supervisors. Oakmont Legal is working with a Los Angeles law firm who is looking for a well-spoken and diligent worker to fill an immediate need for an Intake Specialist. The Intake Specialist's main goal is to place calls to new and existing patients. Organization can also help you prioritize your work and ensure you complete tasks in a timely manner. 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. Ultimately, you will work directly with patients to gather their information and process them before they meet with a Doctor or medical professional in our facility. Legal Intake Specialist Job Opportunities | Legal Intake Professionals If you're interested in becoming a legal intake receptionist, please fill out this job application to become a legal intake specialist and join the LIP team. Understanding your needs and ensuring the right candidate for the position is the key to our success. The process of getting new clients to fill out an intake form is only part of the process of getting new clients. Update computer based records and create new data on excel spreadsheets daily; utilizing Microsoft suite 2011. The position involves extensive contact with patients and the medical community. New clients are usually not introduced to your law firm until after they have signed on. This requires active listening skills and the ability to ask questions to get more information. Find out what a legal intake specialist does, how to get this job, and what it takes to succeed as a legal intake specialist. Organizations should take their time when considering applicants and thoroughly evaluate each candidates qualifications and experience against their organizations needs. The candidate should also be able to tolerate unsightly, odorous conditions depending upon the facility and situation. Utilizing Medical Litigation and Sales force database to add new clients and input accurate information received from clients. If referring a potential client to a different law firm, warm patch the call to the attorneys office while the client is still on the line. 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. 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. So, you want tobecome an Intake Specialist? The easiest way to waste time is to not know if a client is a good fit. A legal intake specialist is hired by law firms to find new clients. The average intake specialist salary in the United States is about $38,000 per year, but this can fluctuate somewhat based upon the individuals experience, education and place of employment. Please fill out the entire application to the best of your ability. You will be the first point of contact for individuals seeking services or products from our organization. Most commonly, they can be found in hospitals, clinics, and other medical offices; however, some can also work for health insurance companies, home healthcare organizations, and long-term care facilities. Reach 80+ million unique, diverse U.S. job seekers annually by posting your jobs through their talent acquisition channels. They will also need to be able to identify which solutions are best suited for each clients specific needs. Respects client or patient dignity and confidentiality. To ensure efficient service delivery, you will be responsible for scheduling appointments for clients with appropriate staff members promptly. The Intake Specialist is usually the first to contact the patient. Have you ever worked with a client who refused to accept assistance or services? All rights reserved. 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. 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. Most intake specialist positions require only a high school diploma or GED, but a Bachelors degree in behavioral science, data management or a similar field is often preferred. Calendaring of appointments, meetings, and phone calls with prospective clients. Work with the DMDL team to assure the highest level of client service is being provided Handle high volume of daily calls with clients, prospective clients and Attorney's. We are seeking an experienced intake specialist to join our team. They assist with registration and admissions, record patient information and provide administrative support for other medical professionals. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. Legal Intake SpecialistFreeman Mathis & Gary, LLPAtlanta, GAThe Legal IntakeSpecialistcommunicates frequently with attorneys, either in writing or in-person. Many legal intake specialists are promoted to paralegal or legal assistant positions. This template has been written for the ideal Completing all admissions paperwork and entering it digitally, Verifying medical insurance coverage and benefits for each patient. 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. Conducting in-person/hands-on assessments and reassessments of applicants and enrollees. The successful applicant should be organized, outgoing and comfortable working with the public. Medical history, criminal history, event reports and investigation findings may be included. *The names and logos of the companies referred to in this page are all trademarks of their respective holders. Our goal is to assist you in finding that perfect fit based on your skills and experience, so we may present you with the right career opportunity. Conversely, entry-level intake specialists may earn as little as $24,000 per year. Easy Apply 15d Work directly with new clients in various ways: new client intakes, processing documents, writing letters, calling witnesses, cataloging incoming documents and 3.4 Children's Home Association of IL Outreach & Intake Specialist Peoria, IL The Legal Intake Specialist is the initial point of contact for all potential new clients seeking assistance with Veterans' Benefits and ERISA & Insurance matters. Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on. Start a free Workable trial and post your ad on the most popular Legal specialists are the clients' first point-of-contact, especially on scheduling appointments and responding to legal services inquiries and concerns. 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. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. Licensed Masters Mental Health Professional Adult Intake Specialist. Drafts communications, including content for alerts, emails, collaborations, newsletters, etc. The lawyers at the law firm monitor the phones. 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. This has led to an increased demand for legal intake specialists who can help these businesses find the right solution for their needs. They record the client's history and why they are seeking legal services. We are looking for a Client Intake and Sales Specialist to provide our clients and people that contact us with the ultimate customer service experience. Recruiting firms can provide access to a larger talent pool and will do all the work of identifying qualified candidates, performing background checks, and evaluating resumes so you can focus on making the best hire for your organization. As an Intake Specialist in our Intake department, you provide the first impression of our firm by being the first point of contact for all potential clients. Intake specialist salaries vary by experience, industry, organization size, and geography. These programs typically include courses in legal research, legal writing, ethics, courtroom procedures and civil and criminal law. Developed a working relationship withvendors, MTA officials with confidentiality intact. Analytical Legal Intake Specialist adept in legal research and documentation. They can do an assessment and direct them to the right person to assist them. Do you have experience enforcing intake rules or policies with clients. Professional recruiters also have industry experience and know-how that makes them well-equipped to find the right candidate for any position. Ready to be part of a fast-growing community. Some firms will even pay for their employees to attend law school. have hired successfully with this template on WizeHire. They may also use computers to communicate with clients and other professionals. There are several requirements for becoming a legal intake specialist, which may include: Education: Legal intake specialists are typically required to have a high school diploma or GED. Mailing of legal and confidential documents to clients via FEDEX and USPS ensuring safety measures are performed. In summary, as an intake specialist, your goal is to make sure that clients receive the best possible care by providing guidance, support, and access to critical resources. Excellent customer service skills are essential, Stay on top of deadlines and legal requirements, Additional Medical And Healthcare Career Guides. Next, weve got ourMedical Coder Job Description, ourMedical Biller Job Description, ourMedical Director Job Description, and the most commonMedical Receptionist Interview Questions, including the BestCompanies That Hire For Medical Coding Jobsand the BestCompanies That Hire For Medical Billing Jobs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding ABC Company, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Handled general requests for information and data. Create medical time line of events based on case facts. Training & Experience: Legal intake specialists typically receive on-the-job training from their new employers. Skills Education On average,an intake specialist takes home a wage of $43,800 per year. Computer skills: Legal intake specialists use computers to enter data, create reports and access information. To be eligible forthe position of an intake specialist, you should meet certain qualifications. Moderate but direct impact through close contact with the businesss core activities. The Intake Specialist is an integral part of generating new business for the Firm and must recognize a qualified Personal Injury, Employment Law, Workers' Compensation or other specific types of legal matters when they hear it. In working this position a candidate will expand their skills and experience by supporting customers and performing simple bookkeeping tasks. In this role, you will be in charge of intaking incoming cases, distributing incoming mail, answering phones, assisting . To apply for this position, please submit your resume and cover letter detailing your experience working as an intake specialist. The ideal candidate is someone who is enthusiastic about helping people and has exceptional communication skills. JOB DESCRIPTION: Singleton Schreiber, LLP is seeking an Intake Specialist to work on our fast-growing team. Additionally, strong people skills are necessary to build rapport with clients from diverse backgrounds. Intake specialists possess strong analytical skills and an expansive knowledge base on both the administrative side of patient management as well as the nuances of specific health conditions. List three (3) references who have worked with you, and who are well acquainted with your qualifications. Overall, these specialized professionals conduct detailed interviews with patients or their family members to gain insight into their needs and create a plan for medically related services. The ideal candidate will have excellent customer service skills, strong written and verbal communication skills, and the ability to multitask and prioritize in a fast-paced environment. Benefits: Employee discount; Flexible . An intake specialist is the first person to greet customers or patients, directing them where they need to go. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. You can utilize your own website, social media, and employees to assist in your search for top candidates. Feel free to modify responsibilities and requirements based on your needs. Additionally, if you have Plaintiff Personal Injury experience, and are looking for that next step in your career, this position is perfect for you! Knowledge and experience with principles, policies, practice concepts and regulations of mental health prevention and treatment programs. By doing so, you can help identify areas where improvements can be made and take corrective action if needed. When reviewing the job description, I was excited to see how<br>well my experience aligns with your company's needs and position requirements. Legal intake specialists will need to stay up-to-date on these developments to keep their skills relevant and maintain a competitive advantage in the workplace. 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. Kaiser - Davis. Please note: A conviction record will not necessarily bar individuals from employment. Are you a highly-organized professional that wants to work remotely? new offer (02/03/2023) job description. Intake specialists are usually found working in health clinics, legal offices, and social services agencies. We're committed to being your source for expert career guidance. If you have someone internally who can dedicate the time and energy to sort through applications and screen individuals effectively, this can be a great choice. In your cover letter, which will accompany your resume, let us know what you think it takes to be a Client Intake Specialist at our firm. 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. Would you be able to describe your experience working with individuals who may be in crisis or have complex needs? Europe & Rest of World: +44 203 826 8149 legal intake specialist's personality type. Begin with this template and post your job to 60+ job boards with help from one of our expert coaches. new offer (21/02/2023) job description. You should also consider what type of work you want to do. Legal intake specialists monitor the phones at the office at a law firm. I am writing in regards to the open position for an Intake Specialist at your company. Adapt and change my workflow in which fits the needs of each client individually. Many factors go into creating a strong resume. 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. See our post about Business Development Specialist career planning. She often uses these to introduce clients to potential employers in a relaxed, informal fashion. You will be the first point of contact for individuals seeking services or products from our organization. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration.

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