Intake Specialist

Inside Intake Specialist

Base pay range: $23.00/hr - $25.00/hr

Direct message the job poster from Geoff McDonald & Associates

• Handle incoming calls and inquiries, route calls appropriately, and ensure timely follow-up.
• Collect and verify client information, input and maintain records into Firm’s case management system, and ensure compliance with firm standards.
• Decipher accident details and properly relay information to attorneys, paralegals, and team members.
• Explain retainer agreement and documentation clearly to potential new clients.
• Successfully execute case handoff from Intake to assigned attorney/paralegal team.
• Maintain relationships with referral partners to ensure smooth case transition.

• Strong written and verbal communication skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Familiarity with legal terminology and case management systems are preferred.
• Proficient in Office 365 suite.

• Timeliness of client intake completion.
• Accuracy of data entry and documentation.
• Maintain client satisfaction standards.

• Entry level

• Full-time

• Customer Service

• Law Practice