Intake Specialist

Overview:

Patrick, Harper & Dixon is seeking a Intake Specialist to work closely with the firm’s attorneys and staff to ensure smooth daily office operations. This position supports attorneys and staff by organizing complex schedules for client consultation. The right candidate is interested in being an integral part of the PHD team, working part-time in the firm’s downtown Hickory office, and handling a variety of responsibilities and competing priorities. The ideal candidate has impeccable attention to detail.

The role of the Intake Specialist is crucial for Patrick, Harper, & Dixon to streamline our intake process and improve client experiences. Your role will support the firm’s mission by enhancing client interaction efficiency and ensuring a seamless transition from initial contact to case handling.

Responsibilities can vary by day and may include:

- Field all calls pertaining to appointments for multiple departments’ matters

- Calendar Management – maintain and update complex calendars for multiple attorneys

- Gather all pertinent contact information, request a summary of the situation and the names of all parties involved, gather contact information for all parties involved

- Run a conflict of interest check based on the information provided

-Schedule the consultation based on attorney’s availability

-Complete the set-up sheets for the client matters

-Utilize referral listing for any matters the Firm cannot assist with

-Conduct deed searches

-Submitting Employment Claim Information Form through Jotform.

Experience:

The successful candidate has:

-Impeccable attention to detail

- Proven experience in or a similar role
- Strong organizational skills with the ability to prioritize tasks
- Ability to learn new software and assist others in learning
- Excellent communication skills for interacting with staff and clients
- Discretion, good judgment, and professionalism

- Performs additional duties as needed to support overall [department/firm] operations and meet the goals of the firm.

This position offers the opportunity to work in a dynamic law firm environment where your skills will be valued and developed. If you are a proactive individual with a passion for organization and teamwork, we encourage you to apply for this rewarding role.

Job Type: Part-time

• Law Office: 1 year (Required) in similar role

Ability to Commute:

• Hickory, NC 28601 (Required)

Expected hours: 27.5 per week

Work Location: In person