Client Intake

2 weeks ago

Dallas, United States C&M Legal Search, LLC Full time
Client Intake and Conflicts Specialist

Working under the direction of the Conflicts and New Business Intake Manager, the Client Intake Specialist performs conflict searches and updates and maintains accurate client and matter information in the time and billing system. The Specialist maintains contact with attorneys, staff and clients, while observing confidentiality of all client and firm matters and performs a variety of other duties according to established policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Performs conflict of interest searches for New Business Intake requests and potential lateral hire candidates.
  • Analyzes search results and provides feedback to attorneys.
  • Communicates in a professional manner with all clients and provides courteous and accurate client and interoffice support.
  • Assists in all aspects of the Conflicts department operations, inclusive of administrative tasks to maintain the integrity of the Firm's Conflicts database.
  • Accurately sets up and maintains current contact and billing information for clients and matters.
  • Creates and maintains matter numbers for Personal, Business Development and Shareholder Business Expense Accounts and Administrative Workspaces.
  • Communicates with Records Department regarding matter closures, transfers and destruction.
  • Routinely closes matters according to e-billing alert notifications and Inactive status alerts.
  • Responds to all inquiries made by secretaries and attorneys relating to intake and conflicts.
  • Ensures strict confidentiality at all times.
  • Assists with special projects as needed.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
  • Possesses a cooperative spirit; participates and collaborates in a team-based environment.
  • Ability to effectively interact and communicate with attorneys, secretaries and clients.
  • Demonstrates proficiency with MS Office (Outlook, Excel and Word).
  • Experience with Elite 3E, Intapp Open (or equivalent conflict database / accounting software) required.
  • Ability to multi-task, prioritize, organize work flow and use time efficiently.
  • Ability to show strong attention to detail.
  • Ability to perform at high levels in a fast paced ever-changing work environment and successfully adapt to changing priorities and work demands.
  • Ability to think proactively, anticipate work needs, follow through with minimum direction, and follow up on own initiative.

EDUCATION/EXPERIENCE:
  • Bachelor's degree or equivalent combination of education and experience preferred.
  • 3 - 5 years "hands-on" processing of new business and/or conflicts of interest required.

  • Intake Supervisor

    5 hours ago

    Dallas, United States Anderson Injury Lawyers Full time

    Description Anderson Injury Lawyers, an established and respected personal injury law firm in Dallas-Fort Worth, is seeking a customer service-centric individual to oversee our Intake team. The Intake Supervisor will lead the team to ensure the efficient and effective handling of new client inquiries and the initial case evaluation process. The ideal...

  • Intake Supervisor

    18 hours ago

    Dallas, United States Anderson Injury Lawyers Full time

    Description Anderson Injury Lawyers, an established and respected personal injury law firm in Dallas-Fort Worth, is seeking a customer service-centric individual to oversee our Intake team. The Intake Supervisor will lead the team to ensure the efficient and effective handling of new client inquiries and the initial case evaluation process. The ideal...

  • Intake Specialist

    20 hours ago

    Dallas, United States Anderson Injury Lawyers Full time

    Anderson Injury Lawyers is an award-winning personal injury law firm with offices in Dallas and Fort Worth. The firm has been helping the community for over 17 years. We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist will be the first point of contact for potential clients and play a crucial role...

  • Intake Specialist

    3 days ago

    Dallas, United States Anderson Injury Lawyers Full time

    Job DescriptionJob DescriptionAnderson Injury Lawyers is an award-winning personal injury law firm with offices in Dallas and Fort Worth. The firm has been helping the community for over 17 years.We are seeking a highly motivated and detail-oriented Intake Specialist to join our team. The Intake Specialist will be the first point of contact for potential...

  • Intake Attorney

    2 days ago

    Dallas, United States The Matian Firm, APC Full time

    At The Matian Firm, we're passionate about protecting our clients' rights, and it shows in our results. We have a history of success built on lasting relationships that produce results with outstanding value for our clients. We're looking for an admitted attorney, for an extremely promising Associate Remote Intake Attorney position within a premier law firm...

  • Senior Client Intake Specialist

    7 days ago

    Dallas, United States The Matian Firm, APC Full time

    Our Dallas office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case...

  • Senior Client Intake Specialist

    6 days ago

    Dallas, United States Matian Firm Full time

    Our Dallas office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case...

  • Senior Client Intake Specialist

    5 days ago

    Dallas, United States The Matian Firm, APC Full time

    Job DescriptionJob DescriptionOur Dallas office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the...

  • Intake Specialist

    3 weeks 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...

  • Intake Specialist-HPP

    2 weeks ago

    Dallas, United States Legal Aid of NorthWest Texas Full time

    Job DescriptionJob DescriptionPOSITION: Intake Specialist-HPP (Full-Time Position)CLOSING DATE: Position Immediately Available and Closed When FilledLOCATION: Farmers Branch, Texas OVERVIEW: Legal Aid of NorthWest Texas (LANWT) seeks a professional, experienced and articulate individual with excellent communication and interpersonal skills for an Intake...

  • Intake Receiptionist

    5 days ago

    Dallas, United States Arnold & Itkin LLP Full time

    Job DescriptionJob DescriptionArnold & Itkin LLP is a Houston-based personal injury firm known nationwide for winning record-setting results against some of the largest corporate giants. We are currently seeking an experienced and motivated Intake Receptionist for our offices. AI is one of the top trial law firms in the country with offices in Houston,...

  • Bilingual Intake Receptionist

    2 weeks ago

    Dallas, United States Choice Specialists Full time

    A Personal Injury Law Firm is currently seeking an experienced and motivated bilingual Intake Receptionist for their Dallas, TX office. Salary: $60K + generous bonuses, medical benefits paid 100%, 401k match, PTO, casual work attire, free parking and paid overtime! DUTIES AND RESPONSIBILITIES: Speaking with potential clients Sorting new and old client...

  • Bilingual Intake Receptionist

    2 weeks ago

    Dallas, United States Choice Specialists Full time

    A Personal Injury Law Firm is currently seeking an experienced and motivated bilingual Intake Receptionist for their Dallas, TX office. Salary: $60K + generous bonuses, medical benefits paid 100%, 401k match, PTO, casual work attire, free parking and paid overtime! DUTIES AND RESPONSIBILITIES: Speaking with potential clients Sorting new and old client...

  • Bilingual Intake Receptionist

    2 weeks ago

    Dallas, United States Choice Specialists Full time

    A Personal Injury Law Firm is currently seeking an experienced and motivated bilingual Intake Receptionist for their Dallas, TX office. Salary: $60K + generous bonuses, medical benefits paid 100%, 401k match, PTO, casual work attire, free parking and paid overtime! DUTIES AND RESPONSIBILITIES: Speaking with potential clients Sorting new and old client...

  • Intake and Placement Specialist I

    1 month ago

    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...

  • Bilingual (Spanish) Intake Specialist

    1 week 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...

  • Intake Coordinator

    7 days ago

    Dallas, United States AccentCare 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 families....

  • Bilingual Intake Specialist Spanish

    2 days ago

    Dallas, United States Tyson Law Firm PC Full time

    Job DescriptionJob DescriptionWe are the Tyson Law Firm! We are fun, fast paced and growing law firm. We specialize in Personal injury and Criminal Defense cases. We work as a team to ensure our clients get the best representation, that we all make a good living, and enjoy life! We offer a great working environment, opportunity to advance, training, great...

  • Bilingual Intake Specialist Spanish

    7 days ago

    Dallas, United States Tyson Law Firm PC Full time

    Job DescriptionJob DescriptionWe are the Tyson Law Firm! We are fun, fast paced and growing law firm. We specialize in Personal injury and Criminal Defense cases. We work as a team to ensure our clients get the best representation, that we all make a good living, and enjoy life! We offer a great working environment, opportunity to advance, training, great...

  • Bilingual Intake Specialist Spanish

    5 days ago

    Dallas, United States Tyson Law Firm PC Full time

    Job DescriptionJob DescriptionBenefits:401(k)Bonus based on performanceHealth insuranceOpportunity for advancementPaid time off We are the Tyson Law Firm! We are fun, fast paced and growing law firm. We specialize in Personal injury and Criminal Defense cases. We work as a team to ensure our clients get the best representation, that we all make a good...