Intake Specialist

## Intake Specialist Apply:
Onsite:
USA-Washington DC:
Full time:
Posted Today:
R-02058
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* About Us:

** Opensity Solutions is the largest tech‐enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services.
** Our Mission:
** Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.
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* Job Description:

** The Intake Specialist at Opensity Solutions serves as the first point of contact for prospective clients, responsible for evaluating inquiries, conducting intake interviews, and gathering detailed case information to support appropriate routing and assessment. This role ensures accurate data collection, professional client communication, and effective coordination with internal teams to support case evaluation and onboarding processes. The Intake Specialist plays a critical role in shaping the client experience and is classified as non-exempt, reporting to the Client Relations Manager or Client Relations Director.

** ROLES & RESPONSIBILITIES:
*** Professionally receive and respond to inbound calls, emails, and walk-in inquiries from prospective clients.
* Conduct detailed intake interviews to collect relevant information regarding client legal matters or service needs.
* Create a positive and professional first impression for all prospective clients during initial contact.
* Accurately record client information, including personal details, case descriptions, and supporting documentation.
* Evaluate and analyze intake information to determine alignment with organizational service offerings or practice areas.
* Identify urgent or high-priority cases and escalate them to appropriate internal personnel or departments.
* Communicate clearly and empathetically with clients regarding services, processes, and next steps.
* Provide information on services, procedures, and general expectations to ensure client understanding and transparency.
* Maintain and update client records within internal databases to ensure accuracy, completeness, and confidentiality.
* Retrieve and manage client data efficiently to support case review and operational needs.
* Collaborate with attorneys, case managers, and internal teams to relay relevant intake information and support case progression.
* Assist with administrative tasks including appointment scheduling, file preparation, and client onboarding support.
* Participate in training programs and professional development initiatives to enhance intake and client service capabilities.
** KNOWLEDGE, SKILLS & ATTRIBUTES:
*** Strong client service orientation with a commitment to delivering a positive and professional client experience.
* Excellent verbal and written communication skills with the ability to gather sensitive information tactfully and clearly.
* Strong attention to detail and accuracy in data entry, documentation, and case evaluation.
* Ability to analyze information and make sound judgments regarding case alignment and escalation needs.
* Strong organizational skills with the ability to manage multiple inquiries in a fast-paced environment.
* Ability to maintain confidentiality and handle sensitive client information with discretion.
* Proficiency with Microsoft Office…