Legal Client Intake Specialist

1 month ago

Providence, United States DarrowEverett LLP Full time

This position’s responsibilities include handling all new client and matter intake in an efficient and expeditious manner in conformance with company policies. The Legal Client Intake Specialist is a hybrid member of the accounting department who reports to the accounting management and the Litigation Practice Manager and fills an important and necessary role in our company. They must be attentive to detail, possess a strong work ethic, be a team player, have a client centric attitude and be professional and courteous when working with others.


Role & Responsibilities:

  • Works with attorneys and paralegals to prepare client and matter engagement letters with the correct rate schedules and other pertinent information and communicates with clients as needed to collect all necessary information.
  • Onboarding new clients by filling out necessary paperwork
  • Entering client information into computer systems
  • Ensure that all company policies and procedures are adhered to regarding rates, engagement letters and conflict checks.
  • Conduct conflict checks in accordance with company policies in a timely fashion utilizing multiple systems for comparison.
  • Supporting supervisory and executive staff by performing any assigned accounting and clerical tasks
  • Assist senior accounting personnel with any tasks conducted within the accounting department, or any tasks that require accounting personnel to take part.

Qualifications:

  • Strong attention to detail is required to be successful in this position.
  • The ability to act responsibly and ethically when working with sensitive financial information, whether it’s information for the company or for individuals.
  • Solid communication skills, with proficiency in speaking and writing.
  • Computer literacy, as accounting clerks are responsible for keying information into various computers and software programs.
  • Strong people skills – a polite and professional demeanor when working with clients, other companies, as well as consumers and coworkers.
  • The willingness and ability to comply with legal professional ethical obligations, as well as the regulations established by the company itself
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Knowledge of Microsoft Word & Microsoft Excel
  • Experience with Clio and Cognito forms is preferred.
  • Legal Secretary experience a plus
  • Familiarity with legal documents and terminology
  • An understanding of accounting terms and ability to understand basic financial statements is a plus.

Education & Experience:

  • High school diploma or equivalent required, with some bookkeeping coursework.
  • Paralegal certificate or equivalent work experience desired.
  • Associate or bachelor’s degree in Paralegal Studies or related field a plus.
  • Three to five years of related experience required.
  • Knowledge of general accounting principles.
  • An ability to prioritize and manage expectations.
  • A keen eye for detail
  • An ability to work independently.
  • The ability to communicate articulately and efficiently with other people within the firm.

Physical criteria:

  • Ability to sit or stand for up to 8 hours a day.
  • Ability to hear and respond to conversations professionally.
  • Ability to use a mouse, keyboard.
  • Ability to handle varying stress levels (low, moderate, high, very high) and maintain professional composure.
  • Ability to lift and carry up to 25 pounds.

  • Legal Client Intake Specialist

    1 month ago

    Providence, United States DarrowEverett LLP Full time

    This position’s responsibilities include handling all new client and matter intake in an efficient and expeditious manner in conformance with company policies. The Legal Client Intake Specialist is a hybrid member of the accounting department who reports to the accounting management and the Litigation Practice Manager and fills an important and necessary...

  • Intake Specialist

    4 weeks ago

    New Providence, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-timeDescriptionWe are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our patients....

  • Intake Specialist

    3 weeks ago

    New Providence, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-timeDescriptionWe are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our patients....

  • Legal Intake Person/receptionist

    4 weeks ago

    East Providence, United States d'Oliveira & Associates, P.C. Full time

    Receptionist/Intake Person (East Providence) "Do you desire to work for a law firm that facilitates a culture of integrity, client service and a peaceful and fun work environment?” d'Oliveira & Associates is seeking a Receptionist/Intake person. This position involves handling intakes for personal injury cases such as car accidents, slip and falls, dog...

  • Intake Specialist

    3 weeks ago

    New Providence, New Jersey, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-timeDescriptionWe are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our patients....

  • Intake Specialist

    4 weeks ago

    New Providence, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-time Description We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our...

  • Intake Specialist

    3 weeks ago

    New Providence, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-time Description We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our...

  • Intake Specialist

    4 weeks ago

    New Providence, United States PromptCare Companies Inc Full time

    Job DescriptionJob DescriptionDescription:We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to...

  • Intake Specialist

    2 weeks ago

    New Providence, United States PromptCare Companies Inc Full time

    Job DescriptionJob DescriptionDescription:We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to...

  • Intake Specialist

    4 days ago

    New Providence, United States PromptCare Companies Inc Full time

    Job DescriptionJob DescriptionDescription:We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to...

  • Intake Specialist

    3 weeks ago

    New Providence, United States PROMPT CARE COMPANIES INC Full time

    Job Type Full-time Description We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to our...

  • Intake Specialist

    3 weeks ago

    New Providence, United States PromptCare Companies Inc Full time

    Job DescriptionJob DescriptionDescription:We are seeking an experienced Intake Specialist to join our team. The Intake Specialist is responsible for receiving and managing referrals from various referral sources in our service areas. The ideal candidate will have a strong background in infusion therapy and be able to provide exceptional customer service to...

  • Clerical Intake

    2 months ago

    Providence, United States State of Rhode Island Full time

    To assist in the intake of new clients by interviewing referrals and processing intake paperwork; to assist as required with the general gathering of, collation of, and processing of case paperwork, including courier of paperwork between statewide of Intake, Clerical, Data Entry, Transportation, Processing, Healthcare

  • Legal Assistant

    3 weeks ago

    Providence, United States Marasco & Nesselbush Full time

    **Job description** Marasco & Nesselbush, an 80-person, Rhode Island law firm is seeking a bilingual Legal Assistant to join our growing Personal Injury Legal team. This unique individual will play a key role and will set the direction for our team-oriented culture as we strive to exceed our clients’ expectations by providing extraordinary legal care. The...

  • Legal Assistant

    1 month ago

    Providence, United States Marasco & Nesselbush, LLP Full time

    Job descriptionMarasco & Nesselbush, an 80-person, Rhode Island law firm is seeking a Legal Assistant to join our growing Personal Injury Legal team. This unique individual will play a key role and will set the direction for our team-oriented culture as we strive to exceed our clients’ expectations by providing extraordinary legal care. The Legal Assistant...

  • Legal Assistant

    1 month ago

    Providence, United States Marasco & Nesselbush, LLP Full time

    Job descriptionMarasco & Nesselbush, an 80-person, Rhode Island law firm is seeking a Legal Assistant to join our growing Personal Injury Legal team. This unique individual will play a key role and will set the direction for our team-oriented culture as we strive to exceed our clients’ expectations by providing extraordinary legal care. The Legal Assistant...

  • Intake Coordinator

    4 weeks ago

    Providence, United States LifeStance Health Full time

    At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It's a lofty goal; we know. But we make it happen with the best team in mental healthcare. Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is...

  • Intake Coordinator

    1 month ago

    Providence, United States LifeStance Health Full time

    At LifeStance Health, we strive to help individuals, families, and communities with their mental health needs. Everywhere. Every day. It's a lofty goal; we know. But we make it happen with the best team in mental healthcare. Thank you for taking the time to explore a career with us. As the fastest growing mental health practice group in the country, now is...

  • Bilingual Legal Assistant

    1 month ago

    Providence, United States Marasco & Nesselbush, LLP Full time

    Job descriptionMarasco & Nesselbush, an 80-person, Rhode Island law firm is seeking a bilingual Legal Assistant to join our growing Personal Injury Legal team. This unique individual will play a key role and will set the direction for our team-oriented culture as we strive to exceed our clients’ expectations by providing extraordinary legal care. The Legal...

  • Intake Coordinator

    3 weeks ago

    East Providence, United States East Bay Community Action Program Full time

    East Bay Community Action Program (EBCAP) is seeking a full time Intake Coordinator for our Health Center at 100 Bullocks Point Avenue in Riverside RI. The Intake Coordinator will work with the health center clients and perform various screenings to determine client needs with respect to healthcare and/or social determinants. Refer to appropriate services...