New Business Intake and Records Specialist

4 days ago

Sacramento, United States Jackson Lewis P.C. Full time

Focused on labor and employment law since 1958, Jackson Lewis P.C.'s 950+ attorneys located in major cities nationwide consistently identify and respond to new ways workplace law intersects business. We help employers develop proactive strategies, strong policies and business-oriented solutions to cultivate high-functioning workforces that are engaged, stable and diverse, and share our clients' goals to emphasize inclusivity and respect for the contribution of every employee.

The Firm is ranked in the First Tier nationally in the category of Labor and Employment Litigation, as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers "Best Law Firms".

The New Business Intake and Records Specialist will be responsible for data input into the NBI System and Records Management System for the purposes of matter opening and records management. In addition, they will submit requests for New Business through the NBI system in compliance with firm and client policies. This role requires an understanding of the NBI and Records process, and other aspects of client and matter information for data maintenance. Duties & Responsibilities :

Complete New Client New Matter, Existing Client New Matter and Maintenance Requests for all matters of assigned office(s): Analyze legal documents and communications such as class action complaints, EEOC Charges, NLRB Charges, Demand Letters, and Employment Agreements-to extract information required for opening new matters. Specific focus on information including but not limited to additional parties, adverse counsel, professional service, area of law, sub-area of law, forum-venue and purpose of engagement Understand the NBI workflow and utilize features of Intapp Open including filters and activities tab to determine next steps in the process to respond to inquiries related to request status Find information relevant to new business and communicate with attorneys/support staff when additional information is needed Work with legal support staff to obtain draft engagement letter for new matters Extract rates and billing information from provided documents and/or internal systems Submit maintenance requests to update or close existing clients/matters Research and respond to inquiries of attorneys, managers, paralegals and assistants Assist as needed and directed in additional projects Maintain Engagement Records for assigned office(s): Update Engagement Records as a case evolves (i.e. - update if the case moves from an agency action to a litigation to an appeal) Update case personnel changes (i.e. - case manager and additional working attorney changes) Update client specific Engagement Records that generate monthly reports for specified clients Close Engagement Records in a timely manner to timely record firm successes and to increase data integrity relating to the firm's active work (Close Matter clean up to include reconciling closed matters v. active engagements and vice versa) Assist Records and Information Governance: Data clean-up and QC within the FileTrail Records Management System, to include data entry of legacy offsite spreadsheets and other data entry projects as needed. Assist with Lateral and Departing Attorney transfer tracking and processing when needed. Assist with tracking and processing of offsite storage boxes identified for destruction. Where possible, assist with scanning hard copy files to NetDocs to further implement the firms paper"less" initiative reduce offsite storage volume.

Education/ Qualifications:

Bachelor's degree or commensurate experience 2-4 years of legal experience; Employment law experience preferred Experience with Intapp Open, Microsoft suite Experience with FileTrail Records Management System

For Sacramento, CA, the expected wage range for this position is between $28.30 and $35.40. The actual compensation will be determined based on experience and other factors permitted by law.

Jackson Lewis understands that embracing our differences makes us a stronger, better firm. We appreciate the importance of having a workforce that reflects the various communities in which we work, and we strive to create an inclusive environment where diverse employees want to work and where they can flourish professionally. In furtherance of our culture, all qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. #J-18808-Ljbffr

  • Intake Specialist

    2 weeks ago

    Sacramento, United States Alta California Regional Center Full time

    Job Type Full-timeDescriptionTHE ORGANIZATION Alta California Regional Center (ACRC) is a non-profit agency under contract to the State of California and for 50 years has provided the coordination of services to individuals with developmental disabilities. ACRC employs approximately 700+ persons working out of eight offices in a ten-county area. ACRC is one...

  • Intake Specialist

    1 month ago

    Sacramento, United States Alta California Regional Center Full time

    Job Type Full-time Description THE ORGANIZATION Alta California Regional Center (ACRC) is a non-profit agency under contract to the State of California and for 50 years has provided the coordination of services to individuals with developmental disabilities. ACRC employs approximately 700+ persons working out of eight offices in a ten-county area. ACRC is...

  • Intake Specialist

    4 weeks ago

    Sacramento, United States Alta California Regional Center Full time

    Job Type Full-time Description THE ORGANIZATION Alta California Regional Center (ACRC) is a non-profit agency under contract to the State of California and for 50 years has provided the coordination of services to individuals with developmental disabilities. ACRC employs approximately 700+ persons working out of eight offices in a ten-county area. ACRC is...

  • Intake Specialist

    2 weeks ago

    Sacramento, United States Alta California Regional Center Full time

    Job Type Full-time Description THE ORGANIZATION Alta California Regional Center (ACRC) is a non-profit agency under contract to the State of California and for 50 years has provided the coordination of services to individuals with developmental disabilities. ACRC employs approximately 700+ persons working out of eight offices in a ten-county area. ACRC is...

  • Intake Specialist

    4 weeks ago

    Sacramento, United States Alta California Regional Center Full time

    Job Type Full-time Description THE ORGANIZATION Alta California Regional Center (ACRC) is a non-profit agency under contract to the State of California and for 50 years has provided the coordination of services to individuals with developmental disabilities. ACRC employs approximately 700+ persons working out of eight offices in a ten-county area. ACRC is...

  • Legal Intake Specialist/receptionist

    3 weeks ago

    Sacramento, United States Mastagni Holstedt, A.P.C. Full time

    Mastagni Holstedt, A.P.C. is actively hiring for a Legal Intake Specialist/Receptionist to join our team in Sacramento, CA. Our Intakes Specialists/Receptionists alternate between acting as the Receptionist and assisting our Intakes Department. As an Intake Specialist, you will gather information from potential clients to help attorneys determine if the case...

  • Intake Specialist

    3 days ago

    Sacramento, United States Goldman, Magdalin, Straatsma LLP Full time

    Job DescriptionJob DescriptionSalary: $19.00 - $21.00 per hourIntake Specialist  Job Responsibilities:  Creates new files and provides needed information on forms and reports.  Uploads digital files and data. Organizes and archives records and documents. Makes copies of paperwork and distributes as needed. Retrieves data and files for other departments...

  • Intake Specialist

    3 weeks ago

    Sacramento, United States Goldman, Magdalin, Straatsma LLP Full time

    Job DescriptionJob DescriptionSalary: $19.00 - $21.00 per hourIntake Specialist  Job Responsibilities:  Creates new files and provides needed information on forms and reports.  Uploads digital files and data. Organizes and archives records and documents. Makes copies of paperwork and distributes as needed. Retrieves data and files for other departments...

  • Legal Intake Specialist/receptionist

    2 weeks ago

    Sacramento, California, United States Mastagni Holstedt, A.P.C. Full time

    Mastagni Holstedt, A.P.C. is actively hiring for a Legal Intake Specialist/Receptionist to join our team in Sacramento, CA. Our Intakes Specialists/Receptionists alternate between acting as the Receptionist and assisting our Intakes Department. As an Intake Specialist, you will gather information from potential clients to help attorneys determine if the case...

  • Intake and Data Coordinator

    2 weeks ago

    Sacramento, United States SSIP Food Closet Full time

    **Job Description** - The job duties include, but are not limited to, the following: 1. Client Intake and Database (Oasis) Coordination - Oversees the daily client check-in process, serving as resident expert on the online client registration system (Oasis.) - Leads intake volunteers, providing training and conducting meetings to reinforce best practices. -...

  • Intake Coordinator

    2 weeks ago

    Sacramento, United States Blizecare Full time

    We are a Home Healthcare Agency that services areas across all counties of the Bay Area, and currently, we need a professional and experienced** Intake Coordinator **to join our growing team. **Job Functions/Responsibilities**: - Handle daily patient referral & intake operations. - Ensure compliance with all State, Federal, and Joint Commission...

  • Bilingual Intake Coordinator

    2 days ago

    Sacramento, United States Make-A-Wish® Northeastern & Central California and Northern Nevada Full time

    Reporting to the Senior Director of Mission Delivery, the Wish Intake Coordinator is responsible for the day-to-day tasks that propel the intake process forward in the wish granting process. In addition, this position supports the wish team and grants a small caseload of wishes, meeting our high standards of wish granting.  In this role, you get to help us...

  • Bilingual Intake Coordinator

    2 days ago

    Sacramento, United States Make-A-Wish® Northeastern & Central California and Northern Nevada Full time

    Reporting to the Senior Director of Mission Delivery, the Wish Intake Coordinator is responsible for the day-to-day tasks that propel the intake process forward in the wish granting process. In addition, this position supports the wish team and grants a small caseload of wishes, meeting our high standards of wish granting.  In this role, you get to help us...

  • Intake Coordinator

    2 months ago

    Sacramento, United States Blizecare Full time $19

    We are a Home Healthcare Agency that services areas across all counties of the Bay Area, and currently, we need a professional and experienced Intake Coordinator to join our growing team.Job Functions/Responsibilities:Handle daily patient referral & intake operations.Ensure compliance with all State, Federal, and Joint Commission referral/intake regulatory...

  • Intake Coordinator

    4 weeks ago

    Sacramento, United States Blizecare Full time $19

    We are a Home Healthcare Agency that services areas across all counties of the Bay Area, and currently, we need a professional and experienced Intake Coordinator to join our growing team.Job Functions/Responsibilities:Handle daily patient referral & intake operations.Ensure compliance with all State, Federal, and Joint Commission referral/intake regulatory...

  • Police Records Specialist I

    2 weeks ago

    Sacramento, United States City of Sacramento Full time

    **THE POSITION**: To perform responsible, specialized police records preparation and maintenance work, including public contact work in receiving and taking police reports. **DISTINGUISHING CHARACTERISTICS** This is the entry and first working level in the Police Records Specialist series. Incumbents of this class are trained in department policies,...

  • Health Information Specialist/medical Records

    2 weeks ago

    Sacramento, United States Sierra Vista Hospital Full time

    **Responsibilities**: The Sierra Vista Hospital location, a 171-bed psychiatric care facility located in south Sacramento, is a full-service mental health facility and a center of support for patients and their families. Since 1986, we have offered our clinical expertise to those suffering from emotional, behavioral and addiction problems. *** The Health...

  • Senior Intake Sales Closer

    4 weeks ago

    Sacramento, United States The Matian Firm, APC Full time

    Job DescriptionJob DescriptionOur office is looking to hire an experienced Senior Intake Sales Closer (Immigration/Criminal Law) with a desire to grow within the legal industry. This position must be staffed by an individual who is business development oriented and works well with people. We ask that you have a strong customer service background and possess...

  • Supervisory Records and Information Management Specialist

    2 months ago

    Sacramento, United States Bureau of Reclamation Full time

    Summary Reclamation is seeking a career professional looking for an opportunity to capitalize on their expertise as a Supervisory Records and Information Management Specialist. You can make a difference in the West by assisting in meeting increasing water demands while protecting the environment. Duty Location: Sacramento, California Duties ...

  • Business Development Specialist

    2 days ago

    Sacramento, United States Institute of Inspection , Cleaning and Restoration Certification Full time

    SERVPRO Carmichael/Citrus Heights Roseville/E&W Modesto/Manteca is hiring a Business Development Specialist! Benefits SERVPRO Carmichael/Citrus Heights Roseville/E&W Modesto/Manteca offers: Competitive compensation Superior benefits Career progression Professional development And more! As a Business Development Representative, you will be making a...