intake specialist

USA Employment Lawyers

USA Employment Lawyers, a dynamic, boutique law firm specializing in class-action cases across the country, is searching for an experienced, organized, and charismatic Legal Intake Specialist to join our Fort Lauderdale team in a full-time position. We are a law firm that focuses on handling claims for employees who have not been properly paid. We are looking for someone who excels in, and enjoys, customer relations and understands the pivotal role they play as the first point of contact with our clients and other members in the legal community.The Legal Intake Specialist will answer all incoming calls and conduct intake interviews for potential clients. They will also respond to email leads that are generated from online marketing. After the initial interview, the Intake Specialist will be responsible for following up with potential clients to obtain documentation that support their claims.It should be the mission of the intake specialist to make potential clients feel immediately comfortable and initiate a positive experience with our law firm.Qualifications...REQUIRED:<ul><li>Associates Degree (or comparable) is required; Bachelor's Degree preferred</li><li>Strong organizational and grammar skills, with the ability to multitask effectively</li><li>Proficient in using computer software programs, including Microsoft Office Suite, Dropbox, Adobe and others</li><li>Extremely detail-oriented with a high level of accuracy in data entry and record keeping</li><li>Ability to keep confidentiality of sensitive information</li><li>Capable of maintaining accurate and up-to-date client records</li><li>Able to handle a large volume of calls and tasks simultaneously</li><li>Self-Motivated with an upbeat, &quot;can-do&quot; attitude</li><li>Convey empathy when talking with clients and potential clients, yet strong enough to control the conversation</li><li>Follow S.O.P.'s (Standard Operating Procedures) to maintain consistency in the role</li><li>Able to work efficiently in a quiet, professional environment</li><li>Team player who's ready to pitch in wherever needed</li><li>Lives within a 40 minute commute or less</li></ul>PREFERRED:<ul><li>Bilingual in English and Spanish with excellent communication skills, both written and verbal,is a huge plus</li><li>Previous experience in a similar role, particularly at a law firm is desired</li><li>Experience with CLIO legal software is a plus</li><li>Familiarity with legal terminology and procedures is helpful</li><li>Experience using Apple computers</li></ul>Key Responsibilities...Client and Attorney Interaction: Handle all incoming calls with professionalism and kindness. Receive introductory calls from potential clients and gather necessary information to understand the client&rsquo;s potential legal issues. Return calls and conduct intakes of potential clients who have reached out.Evidence Gathering: Request that potential clients provide evidence such as payroll stubs, photographs, work schedules, company handbooks, text messages, and more. Organize this information for the legal team&rsquo;s use. Under the guidance of an attorney, send retainer agreements to accepted clients.Data Entry: Complete client intake sheets during phone calls, and open files and claims on behalf of clients to initiate the legal process by using the law firm&rsquo;s legal software, Clio. Accurately record and maintain detailed client information and case details to ensure that all client data is up-to-date and properly organized.Follow-Up: Initiate follow-up processes to ensure the law firm&rsquo;s clients are regularly kept informed of the status of their cases. Facilitate direct communication with the client, sending necessary e-mails, phone calls, and/or text messages as needed. Coordinate meetings and phone calls between clients and attorneys when necessary.Team Collaboration: Collaborate with attorneys, paralegals, and other staff members to provide a smooth transition of cases from intake to representation and conclusion. Communicate client needs and expectations effectively to members of the law firm and provide case updates to the clients. Field calls from opposing counsel (other attorneys) and direct them to the appropriate team member or take messages. Make calls or send emails as directed by the attorneys or supervisors.Closing Statements: Send to clients via mail, UPS or Fedex their closing statement along with their settlement checks. Conduct necessary follow-ups with clients and use tracking as necessary to ensure that they receive their settlement checks.Office Equipment: Use photocopier, scanner, printer and other office equipment as needed. Organize and report low levels of office supplies to team members. Maintain a clean work environment.The above job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change or be assigned at any time.Please note this is an FLSA, non-exempt position (overtime eligible). Wages are shown as estimated annual pay... actual hourly rate to be agreed upon at hiring.We are an equal opportunity employer committed to hiring a diverse workforce.Job Type: Full-timeBase Pay: $52,000.00 - $66,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Disability insurance</li><li>Free parking</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>Law office: 2 years (Preferred)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Ability to Commute:<ul><li>Fort Lauderdale, FL 33316 (Required)</li></ul>Work Location: In person

Legal Intake Specialist

Ventura Law

About Ventura LawFounded in 1957, Ventura Law is an established and growing law firm dedicated to providing exceptional legal support, compassionate client service, and a collaborative team environment. We are seeking a Client Intake Specialist to join our team in our Danbury, CT office. This position plays a vital role in welcoming new clients, supporting them through challenging times, and ensuring they receive the care and attention they deserve from their first interaction with our firm.About the RoleAre you bilingual (Spanish or Portuguese) and passionate about helping people? Do you have a knack for connecting with others over the phone, listening carefully, and gathering important details? Do you take pride in giving clients a positive experience and making them feel understood and supported? If so, this may be the perfect opportunity for you.As a Client Intake Specialist, you will be the first point of contact for potential clients. You&rsquo;ll speak with individuals facing difficult situations, help assess their needs, and ensure they receive timely and accurate support. This position requires empathy, attention to detail, and strong organizational skills in a fast-paced environment.Key Responsibilities<ul><li>Conduct intake screenings for potential clients.</li><li>Gather, document, and input client information into the firm&rsquo;s case management system.</li><li>Prepare and send letters to potential clients for cases that will not be retained.</li><li>Assist with Personal Injury Case Intake follow-up, including requesting and tracking police reports and Freedom of Information Act (FOIA) requests.</li><li>Communicate professionally and compassionately with clients, attorneys, and other staff.</li><li>Manage multiple priorities and deadlines with accuracy and efficiency.</li><li>Maintain confidentiality and uphold Ventura Law&rsquo;s standards of service and professionalism.</li></ul>Qualifications<ul><li>Bilingual required: Portuguese or Spanish</li><li>Excellent verbal and written communication skills.</li><li>Strong attention to detail, organization, and follow-through.</li><li>Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).</li><li>Ability to identify, analyze, and solve problems within scope of responsibilities.</li><li>Ability to adapt to changing work environments, priorities, and management styles.</li><li>Team-oriented mindset with a positive and professional attitude.</li></ul>Equal Employment OpportunityVentura Law is proud to be an equal opportunity employer. We recruit, hire, train, and promote without regard to race, color, religion, sex (including pregnancy and gender identity), sexual orientation, national origin, age, disability, genetic information, marital status, or any other protected class under federal, state, or local law.Job Type: Full-timePay: From $19.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>Continuing education credits</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish (Required)</li><li>Portuguese (Preferred)</li></ul>Ability to Commute:<ul><li>Danbury, CT 06810 (Required)</li></ul>Work Location: In person

Client Intake Specialist

Wagner Reese

Job Overview We are seeking a dedicated and detail-oriented Bilingual (Spanish&ndash;English) Legal Intake Specialist to join our team full-time in our Carmel, Indiana office. The ideal candidate will play a crucial role in managing incoming inquiries and documents, ensuring that all information is accurately recorded and processed. This position requires fluency in both Spanish and English, as daily communication with clients will take place in both languages.Key Responsibilities<ul><li>Respond to inquiries from potential clients via phone, email, and online platforms with professionalism and courtesy.</li><li>Conduct thorough intake interviews in both English and Spanish to gather essential case details and determine eligibility.</li><li>Accurately document client information in the firm&rsquo;s case management system.</li><li>Schedule consultations and coordinate follow-ups to support client retention.</li><li>Provide general information about the firm&rsquo;s services while maintaining professionalism and confidentiality.</li><li>Collaborate with attorneys and staff to ensure a smooth transition from intake to case management.</li><li>Maintain confidentiality of sensitive information while adhering to legal protocols.</li><li>Provide administrative support as needed, including scheduling appointments and coordinating meetings.</li></ul>Qualifications and Skills<ul><li>Fluency in both Spanish and English is mandatory (written and verbal).</li><li>Excellent attention to detail and strong organizational skills.</li><li>Professional phone etiquette and client-centered communication.</li><li>Ability to multitask and stay organized in a fast-paced environment.</li><li>Proficiency in Microsoft Office, case management software, and CRM tools.</li><li>Experience in client intake, customer service, or a legal support role preferred.</li><li>Familiarity with legal and/or medical terminology is a plus.</li></ul>Why Join Us<ul><li>Full-time, in-office position located in Carmel, Indiana.</li><li>Competitive pay and benefits package.</li><li>Opportunities for professional growth and development.</li><li>Meaningful work that makes a difference in clients&rsquo; lives.</li><li>Supportive, collaborative law firm environment.</li></ul>Job Type: Full-timePay: $40,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish (Required)</li></ul>Ability to Commute:<ul><li>Carmel, IN 46032 (Required)</li></ul>Ability to Relocate:<ul><li>Carmel, IN 46032: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Bilingual Intake Specialist

Jones Law Firm PC

About UsJones Law Firm, P.C. is one of Colorado&rsquo;s premier family law firms, known for excellence, integrity, and a client-first approach. For more than 25 years, we&rsquo;ve helped families navigate life&rsquo;s most challenging transitions with clarity and compassion. Our team of attorneys, paralegals, and client service professionals work together in a collaborative, fast-paced environment that values precision, professionalism, and heart.We&rsquo;re growing quickly and are looking for an Intake Specialist who embodies warmth, empathy, and attention to detail. You&rsquo;ll play an important role in helping prospective clients take their first step toward resolving their legal matters.The OpportunityWe are seeking a professional and detail-oriented Intake Specialist to be the first point of contact for individuals reaching out to our firm. This position plays a key role in identifying potential new clients (PNCs) who are a good fit for our legal services and ensuring a smooth, efficient intake process from first contact through consultation scheduling.What You&rsquo;ll Do<ul><li>Screen and Pre-Qualify Leads</li><li>Explain the Firm&rsquo;s Process for Intake and Engagement</li><li>Initiate the Pre-Engagement Glidepath</li><li>Capture information in the Contact Relationship Management (CRM) System and Lead Tracker spreadsheet</li><li>Follow up with PNCs the do not schedule or attend an initial consultation</li><li>Prepare New Client Welcome Packets for PNCs who engage the Firm</li></ul>You&rsquo;ll Excel in This Role If You Are<ul><li>Professional, polished, and empathetic.</li><li>An excellent communicator who enjoys helping people and solving problems.</li><li>Detail-oriented with strong organizational skills.</li><li>Comfortable with technology and quick to learn new tools.</li><li>Energized by a fast-paced, mission-driven environment.</li></ul>Qualifications<ul><li>Associate&rsquo;s Degree, or equivalent work experience, required</li><li>Customer Service experience, required.</li><li>Experience working in a law firm is an asset.</li><li>Real life experience and a few &ldquo;battle scars&rdquo; to give you empathy and understanding is an asset.</li></ul>Why Join Jones Law Firm<ul><li>Collaborative, high-performing team culture.</li><li>Meaningful work that directly impacts families in our community.</li><li>Opportunity to grow within a respected and expanding firm.</li><li>Beautiful new office in Greenwood Village with on-site amenities.</li></ul>Job Type: Full-timePay: $23.00 - $25.00 per hourExpected hours: No less than 40 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Phone etiquette: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Greenwood Village, CO 80111 (Required)</li></ul>Work Location: Hybrid remote in Greenwood Village, CO 80111

Neighborhood Association

<div>Title: Intake Specialist
Location: Bronx, New York
FLSA Classification: Full-time, Non-exempt 
Role Summary: The successful candidate will perform specific intake procedures to identify barriers that will impede the structure developed towards guiding clients in becoming self-sufficient. Intake specialists have to be able to understand what a client needs when coming to them in crisis or in a less than optimum state. The specialist will be responsible to find solutions for a myriad of issues as necessary. Compassion and patience are assets in this field and communication skills are imperative. Organization is also crucial as case records must be maintained accurately and efficiently. In addition, staff is encouraged to be crossed trained and have an understanding of job functions within their designated units.
Primary Job Responsibilities/Duties:
The Intake Specialist is responsible for, but not limited to:<ul><li>
Provide direct services to new clients including intake, engagement, assessment, referral, advocacy, counseling, exit summaries and follow-up</li><li>
Document all interactions with, or on behalf of, clients</li><li>
Maintain familiarity with program resources available on- and off-site</li><li>
Attend staff meetings and serve on committees as required</li><li>
Attend professional meetings, educational conferences, and in-service trainings</li><li>
Maintain current and accurate documentation, progress notes, and data tools both physically and electronically</li><li>
Maintain Confidentiality</li><li>
Maintain a professional appearance</li><li>
Time management and prioritization</li><li>
Interacting with other departmental staff</li><li>
Perform general clerical duties</li><li>
Develop and maintain good communication with other programs and units within the organization to facilitate inter-agency referrals</li><li>
Provide coverage for other areas as directed/needed</li><li>
Perform additional duties as assigned</li></ul>
Physical Requirements:<ul><li>
Prolonged periods of sitting at a desk and working on a computer.</li><li>
Ability to sit for extended periods and perform repetitive tasks.</li><li>
Must be able to lift and carry up to 20 pounds.</li><li>
Must be able to travel to multiple NYC sites as needed.</li></ul>
Work Environment / Schedule Requirements:<ul><li>
Office setting with regular exposure to computer screens and moderate noise levels.</li><li>
May be required to work shifts, including evenings or night tours and/or Saturdays, Sundays and holidays with holiday pay differential.</li><li>
Staff are required to remain at their post until relieved by another staff member or explicitly authorized to leave by a supervisor.</li></ul>
Qualifications:<ul><li>
High School Diploma or General Equivalent Diploma</li><li>
Bilingual English/Spanish language fluency is preferred.</li><li>
Strong oral and written communication, time management and organizational skills are necessary.</li><li>
Must be able to read, speak, write, and understand English for administrative purposes.</li><li>
Must pass drug screening to be appointed.</li><li>
This position may be subject to a series of investigations before and after appointment.</li><li>
Commitment to the mission of the NAICA, Inc.</li><li>
Proven ability to work collaboratively well with diverse groups</li><li>
Proven ability to handle multiple tasks effectively under pressure</li><li>
Strong organizational skills, detail-oriented, and efficient</li><li>
Maturity, integrity, and sound judgment</li></ul>
Equal Employment Opportunity:
NAICA is an equal opportunity employer committed to maintaining a diverse workforce and inclusive work environment. As such, discrimination in any aspect of hiring or employment based upon age, race, creed, color, national origin, sexual orientation, gender identity or expression, religion, military or veteran status, sex, disability (including pregnancy, childbirth, and related medical conditions), or other applicable legally protected characteristics is strictly prohibited.
Applicants of all backgrounds and experiences are encouraged to apply. NAICA will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable federal, state, and local laws, rules, and regulations. NAICA also offers reasonable accommodations as required by applicable federal, state, and/or local laws. Applicants seeking an accommodation for any part of the application or interview process should contact Human Resources by sending an email to HumanResources@naicany.org with the Subject &ldquo;Reasonable Accommodation Request.&rdquo;
NAICA Offers a competitive benefits package that includes:<ul><li>
Comprehensive Health, Dental and Vision Benefits for full-time employees</li><li>
403(b) Retirement Savings Plans</li><li>
Loan Forgiveness Programs for eligible employees</li><li>
Paid Holidays and Vacation</li><li>
Paid Time-off</li><li>
Vol Life Insurance and AD&amp;D</li><li>
Term Life and AD&amp;D insurance</li><li>
Long Term Disability</li><li>
Employee Assistance Program support (EAP)</li><li>
Commuter Benefits Program</li><li>
Aflac: Short-Term Disability, CA, Accident and Hospital</li><li>
Employee Discount Program</li></ul>
False Statements:
Misrepresentation of your experience, skills, or education, or submission of false/fraudulent information or documentation during the application process may result in the rejection of your application or termination of your employment.
At-Will Employment Disclaimer:
While we sincerely hope to form a long and mutually beneficial relationship, please note that NAICA is an at-will employer. Under these terms, employment is subject to termination at any time, without notice and with or without cause, at the discretion of the organization.</div>

Intake Specialist-Legal

14th Circuit Solicitor's Office

The Fourteenth Circuit Solicitor&rsquo;s Office seeks an intake specialist for our intelligence unit headquartered in Okatie, S.C., in Beaufort County.EXAMPLE OF DUTIES<ul><li>Input court and law-enforcement data.</li><li>Conducting criminal background checks on new defendants.</li><li>Calculating threat assessments for new defendants.</li><li>Assigning incoming criminal cases to appropriate staff prosecutor.</li></ul>MINIMUM QUALIFICATIONS High school diploma or equivalent required; at least some college preferred.Special Requirements<ul><li>Valid South Carolina Driver&rsquo;s License</li><li>Clean criminal record</li></ul>Necessary Knowledge, Skills and Abilities<ul><li>Knowledge of appropriate state and local laws relating to crime victims, experience in legal or law-enforcement environment helpful, although not mandatory;</li><li>Familiarity with Microsoft Office suite;</li><li>Problem-solving and critical-thinking skills.</li></ul>TOOLS &amp; EQUIPMENT USEDDesktop/laptop computer, including word processing and spreadsheet and database software; phone, fax machine, copy machine.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed primarily in an office setting.Job Type: Full-timePay: From $38,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Intelligence Intake Specialist

Texas Legal Services Center

<div>Description:

Job Summary
The Texas Law Help/Kiosk Intake Specialist provides essential administrative and operational support to the /TexaslawHelp/Kiosk program.
This position assists kiosk users by offering technical support, legal information, intake for special programs, scheduling appointments, and assisting users with finding access to relevant resources.
In addition, the intake specialist serves as a point of contact for Kiosk Host Sites. The Intake Specialist ensures effective communication, coordination, and support between the program and its host sites and drives outreach initiatives to promote and increase kiosk usage at their assigned sites.<h3 class="jobSectionHeader"> 
Responsibilities</h3><ul><li>Key responsibilities include:</li></ul>
o Intake: Conduct intake and pre-acceptance screening assessments, while ensuring appropriate information is collected and entered in the case management system, and client confidentiality requirements are maintained.
o Building Relationships: Establish and maintain strong, collaborative relationships with host site staff to foster engagement and enthusiasm for the kiosk program.
o Outreach Support: Assist host sites, including Rural Clinic host sites, in promoting kiosk services to their communities through outreach activities, informational materials, and events.
o Usage Analysis: Monitor kiosk usage data and work with host sites to identify opportunities for increasing accessibility and utilization.
o Training and Guidance: Provide ongoing training and support to host site staff to enhance their ability to assist kiosk users effectively.
o Problem-Solving: Address any challenges or barriers to usage, offering solutions and escalating issues to the Program Manager when necessary.
o Technical Assistance
&sect; Assist with basic troubleshooting and maintenance of kiosks.
&sect; Communicate with third-party technical support for advanced issues.
Program Innovation<ul><li>Identify and collaborate with the Program Manager, TexasLawHelp Managing and Staff Attorneys, TLSC staff and other partners to implement improvements to kiosk functionality and accessibility.</li></ul>
Program Operations<ul><li>Monitor kiosk functionality and report any operational concerns to the Program Manager.</li><li>Support the deployment and/or relocation of kiosks as needed.</li><li>Participate in and support the collection of data related to kiosk usage.</li><li>Provide logistical support for staff traveling to host sites and providing training.</li><li>Assist users via live chat or phone, providing technical help and legal information as appropriate.</li><li>Conduct intake and pre-acceptance screening assessments, ensuring appropriate information is collected, entered in the case management system, and client confidentiality requirements are maintained</li><li>Perform other duties as assigned.</li></ul>
Travel<ul><li>The ability to travel not more than 25% of the time to support kiosk sites, partners, and outreach activities.</li></ul><h3 class="jobSectionHeader"> 
Education and Experience</h3>
Preferred Education:<ul><li>High school diploma or equivalent.</li></ul>
Preferred Experience:<ul><li>Experience with conducting outreach and maintaining stakeholder relationships.</li><li>Experience with providing technical support or user assistance.</li><li>Experience working in legal aid, customer service, or community programs.</li></ul>
Requirements:

Role Requirements
Competencies<ul><li>Ability to establish rapport and deal tactfully and professionally with colleagues, clients, visitors, and the public.</li><li>Ability to multi-task, work well under pressure, and complete required assignments accurately in accordance with required deadlines.</li><li>Ability to work with clients in a compassionate, patient, , and non-judgmental manner.</li><li>Effective organizational skills.</li><li>Strong verbal and written communication and interpersonal skills.</li></ul><h3 class="jobSectionHeader">
Knowledge, Skills, and Abilities</h3><ul><li>Ability to collaborate effectively with a variety of individuals and teams.</li><li>Basic technical troubleshooting abilities.</li><li>Excellent verbal and written communication skills.</li><li>Proficiency in Microsoft Office (Word, Excel, Outlook).</li><li>Proficiency with, or the ability to learn, Legal Server (TLSC&rsquo;s case management system).</li><li>Strong organizational and attention-to-detail skills</li></ul></div>

Intake Specialist - TLH - KIOSK

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Intake Specialist - TLH - KIOSK