Client Intake Specialist

2 weeks ago


Dallas, United States Lewis Brisbois Bisgaard & Smith LLP Full time

Overview

The Dallas office of Lewis Brisbois is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting conflict checks on new client for Attorney's in local office, receiving and organizing case documents and correspondence required for new matter process. If a new client is a litigation matter, creating litigation hold letter for attorney approval, processing new matter memos for local office and entering into Aderant software application, verifying correct rates for client by review of matter description and practice areas. If new client, reviewing of documentation as to new rates to be entered and enter new rates into system, reviewing and confirming client billing addresses, contact information and adjuster contact information, if applicable, and assigning new client matter number and upload new matter memo and respective documents to iManage.

We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.

Responsibilities

Job Qualifications/Specifications:

* Experience with Aderant, or equivalent accounting software is preferred
* Experience in a legal/law firm environment
* Attention to detail, along with the ability to multi-task
* Proactive work ethic
* Excellent communication and organizational skills
* Strong problem solving skills, takes initiative and uses good judgment
* Ability to adapt based on shifting priorities
* Proficient using Microsoft office applications
* Ability to be a self-starter and work with minimal supervision

Lewis Brisbois is not accepting search firm submissions for this position.

Qualifications

#LI-HYBRID

#LI-RH1

Minimum Salary

Maximum Salary



  • Dallas, United States Lewis Brisbois Full time

    The Dallas office of Lewis Brisbois is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting conflict...


  • Dallas, Texas, United States Lewis Brisbois Full time

    Overview: The Dallas office of Lewis Brisbois is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting...

  • Intake Specialist

    7 days ago


    Dallas, United States Manuel Diaz Law Firm PC Full time

    Job DescriptionJob DescriptionManuel Diaz Law Firm, PC. is looking for a self-motivated Bilingual (Spanish) Intake Specialist. The Intake Specialist will provide a broad spectrum of sales and customer service under the supervision of an Intake attorney. ResponsibilitiesConduct potential client consultationsMeet sales goalsManage client interaction to...


  • Dallas, United States 2INgage Full time

    Description ****Average hourly rate is $20.15 (including wage, incentives, bonuses, overtime, shift differential, etc.)**** ****This position has remote capabilities for those that live in or around the Dallas/Fort Worth area.**** Intake and Placement Specialist I Mainstream Nonprofit Solutions is a 501(c)(3) organization providing efficient, effective...


  • Dallas, United States Sul Lee Law Firm, PLLC Full time

    Description Our rapidly growing law practice is seeking a full-time Legal Intake Specialist to join our team! You'll survey prospective clients and empathize with them on the details of their cases, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll provide the training and resources to help you...


  • Dallas, United States Hilltop Holdings Full time

    Hilltop Securities is currently seeking a Client Partners Specialist. This is a unique opportunity to join our team to provide operational support and world-class customer service to our clients. In this role, you will be on a team acting as the primary point of contact for all inquiries. You will communicate directly with customers, as well as internal...

  • Intake Coordinator

    2 days ago


    Dallas, Texas, United States AccentCare, Inc. Full time

    Overview: Find Your Passion and Purpose as a Intake Coordinator    Reimagine Your Career in Corporate Healthcare As a professional, you know that what you do impacts you as much as our patients and their families, and at AccentCare, we are united in our relentless drive to reimagine care because we want to provide the service we would seek for our own...


  • Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...


  • Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...


  • Dallas, United States CityVet Full time

    Happy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the Client Service, Receptionist, Specialist, Service, Client, Animal Care


  • Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...


  • Dallas, United States CityVet Full time

    Job DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...


  • Dallas, United States Witherite Law Group Full time

    Job Details KDC - Dallas - Dallas, TX Full Time Description Witherite Law Group is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every...


  • Dallas, United States Eberstein Witherite LLP Full time

    Witherite Law Group is a personal injury law firm specializing in motor vehicle accidents. Our vision is to improve the life of each person we serve. Whether it is for our employees, our clients, or our community, WLG puts people first, provides unmatched expertise, and displays integrity in every situation. Our attorneys and staff are committed to helping...


  • Dallas, United States Texas Department of Aging & Disability Services Full time

    Job Description: The Blind Children’s Program Service Specialist performs complex (journey-level) case management work. The BCP Service Specialist collects, prepares, and reviews cases to facilitate access to Blind Children’s Vocational Discovery and Development Program (BCVDDP) services. The BCP Service Specialist is responsible for completing the...


  • Dallas, United States A3 Staffing Solutions Full time

    Job DescriptionJob DescriptionDuties:Insurance Verification Specialist is responsible for obtaining verification of patient payer benefits and eligibility for the homecare services ordered. Includes Private Insurance, Veteran’s Association, Medicare/MedicaidOngoing written and verbal communication with case managers regarding authorization,...


  • Dallas, United States SitelogIQ Full time

    Job DescriptionJob DescriptionSitelogIQ is a world-class team making a large-scale impact on the efficiency and sustainability of the places we live, work, shop, and heal.SitelogIQ delivers turnkey energy efficiency and property improvement programs that transform built environments and breathe life into the sustainability, financial, and resiliency goals of...


  • Dallas, United States Hearst Health Full time

    Job DescriptionThe Opportunity Homecare Homebase is searching for a Customer Experience Specialist to troubleshoot software issues for our clients and ensure the best possible experience with Homecare Homebase. The Challenge At Homecare Homebase, we help home health and hospice organizations across the nation overcome the business and technological...


  • Dallas, United States Hearst Full time

    Job DescriptionThe Opportunity Homecare Homebase is searching for a Customer Experience Specialist to troubleshoot software issues for our clients and ensure the best possible experience with Homecare Homebase. The Challenge At Homecare Homebase, we help home health and hospice organizations across the nation overcome the business and technological...


  • Dallas, United States Maharaja Enterprises LLC Full time

    **IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY** **Maharaja Enterprises LLC - Creative Financing Experts** **$1000 per closing and 10% of rental income** **Position: National Housing Placement Specialist** **Location**: Remote **Job Type**: Full-Time **Company Overview: Maharaja Enterprises LLC** is a leading organization committed to providing...