Intake Coordinator

4 days ago


San Francisco, California, United States Kastel Staffing Full time
Law Firm Intake Coordinator

We are seeking a highly organized and detail-oriented Intake Coordinator to join our team. As the first point of contact for our clients, you will be responsible for conducting intake calls, screening prospective clients, and scheduling appointments.

Key Responsibilities:
  • Conduct intake calls with prospective clients to gather information and screen for suitability
  • Schedule appointments for intake questionnaires and manage scheduling for multiple attorneys
  • Manage client electronic files and follow firm procedures for filing documents
  • Provide administrative support to attorneys, including preparing fee agreements and sending them to clients
  • Answer multi-line phone system and direct calls to the appropriate person
Requirements:
  • Minimum 1 year of law firm or related administrative experience
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to handle confidential matters with sensitivity and discretion
  • Proficiency in Microsoft Office, Adobe Acrobat, Dropbox, Zoom, and RingCentral
  • Familiarity with Clio is a plus
What We Offer:
  • A friendly, professional, and comfortable workplace environment
  • Competitive compensation and benefits, including PPO health insurance, vision, dental, long-term disability, and 401(k)
  • Generous vacation time

  • Intake Coordinator

    2 weeks ago


    San Francisco, California, United States Self-Help For The Elderly Full time

    Job SummarySelf-Help for the Elderly is seeking a highly skilled and compassionate Intake Coordinator to join our team. As an Intake Coordinator, you will be responsible for implementing all aspects of the patient intake process, including assessing patient needs and qualification, establishing and maintaining positive relationships with customers and...

  • Intake Coordinator

    3 days ago


    San Francisco, California, United States Self-Help For The Elderly Full time

    Job Summary:As an Intake Coordinator at Self-Help for the Elderly, you will play a vital role in implementing the patient intake process, ensuring seamless transitions for our patients. Your primary responsibilities will include assessing patient needs, verifying insurance benefits, and coordinating clinical staff schedules. You will act as the point of...

  • Intake Coordinator

    1 week ago


    San Francisco, California, United States LightHouse for the Blind and Visually Impaired Full time

    Job Title: Intake CoordinatorLightHouse for the Blind and Visually Impaired is seeking a highly skilled and compassionate Intake Coordinator to join our team. As a key member of our Connections Department, you will play a vital role in ensuring that students receive the necessary support and services to achieve their goals.Job Summary:The Intake Coordinator...

  • Intake Coordinator

    3 weeks ago


    San Francisco, California, United States LifeStance Health Full time

    LifeStance Health Intake CoordinatorAt LifeStance Health, we strive to provide exceptional mental health care to individuals, families, and communities. As an Intake Coordinator, you will play a vital role in facilitating the initial stages of client engagement, ensuring seamless communication between clients and internal teams.Responsibilities:Act as the...

  • Intake Coordinator

    1 week ago


    San Leandro, California, United States Regional Center of the East Bay Full time

    Job Title: Intake CoordinatorWe are seeking a highly skilled and compassionate Intake Coordinator to join our team at the Regional Center of the East Bay. As an Intake Coordinator, you will play a critical role in providing exceptional service to individuals and families with developmental disabilities.Job Summary:The Intake Coordinator will be responsible...

  • Intake Coordinator

    4 weeks ago


    San Francisco, California, United States BayMark Health Services Full time

    Job Summary:The Intake Coordinator is a vital role in providing exceptional customer service and creating a welcoming environment for clients. As the first point of contact, this position ensures a smooth and efficient admission process, interacting with clients, family members, referrals, and guests. The ideal candidate will possess excellent communication...

  • Intake Coordinator

    3 days ago


    San Leandro, California, United States Regional Center of the East Bay Full time

    Job Title: Intake Coordinator Job Summary: The Regional Center of the East Bay is seeking a highly skilled and dedicated Intake Coordinator to join our team. As an Intake Coordinator, you will play a critical role in receiving referrals, providing information services to the community, and tracking medical records and reports. You will work closely with...

  • Intake Coordinator

    2 weeks ago


    San Francisco, California, United States BayMark Health Services Full time

    Job Summary:The Intake Coordinator is a vital role at BayMark Health Services, responsible for providing exceptional customer service and creating a welcoming environment for clients. This position is the first point of contact for clients upon admission to our residential facility, ensuring a smooth and efficient admission process while interacting with...

  • Intake Coordinator

    3 days ago


    San Leandro, California, United States Regional Center of the East Bay Full time

    Job Title: Intake CoordinatorJoin the Regional Center of the East Bay team as an Intake Coordinator, where you will play a vital role in providing support to individuals with developmental disabilities and their families.Job Summary:The Intake Coordinator will be responsible for receiving referrals, providing information services to the community, and...

  • Intake Coordinator

    4 days ago


    San Francisco, California, United States BayMark Health Services Full time

    Job Summary:The Intake Coordinator is a vital role at BayMark Health Services, responsible for providing exceptional customer service and a welcoming environment for clients. This position is the first point of contact for clients upon admission to our residential facility, ensuring a smooth and efficient admission process while interacting with clients,...


  • San Francisco, California, United States HealthRIGHT 360 Full time

    Job Title: On-Call Intake Coordinator IIHealthRIGHT 360 is seeking a highly skilled and compassionate On-Call Intake Coordinator II to join our team. As a key member of our intake team, you will play a critical role in connecting clients to the level of treatment they need while managing a small caseload of individual clients or facilitating group...


  • San Francisco, California, United States Bighorn Law Full time

    Job Title: Client Intake SpecialistWe are seeking a highly organized and detail-oriented Client Intake Specialist to join our team at Bighorn Law. As a Client Intake Specialist, you will be the first point of contact for clients and will be responsible for handling all client intake and onboarding processes while providing exceptional customer service.Key...

  • Intake Coordinator

    2 weeks ago


    San Francisco, California, United States LightHouse for the Blind and Visually Impaired Full time

    About the RoleWe are seeking a highly skilled and compassionate Intake Coordinator to join our team at LightHouse for the Blind and Visually Impaired. As a key member of our Connections Department, you will play a vital role in connecting students with our comprehensive services.Key ResponsibilitiesMeet with students and their support networks to collect...

  • Intake Coordinator

    1 month ago


    San Jose, California, United States Blize Healthcare Full time

    Blize Healthcare is seeking a highly skilled and detail-oriented Intake Coordinator to join our team. As a key member of our operations team, you will play a critical role in ensuring the seamless transition of patients to home care.Key Responsibilities:Process patient referrals and intake operations efficiently and accurately.Verify insurance coverage and...


  • San Mateo, California, United States StarVista Full time

    Job Title: Bilingual Intake CoordinatorStarVista is a 501(c)(3) nonprofit organization dedicated to providing mental health, crisis intervention, and youth housing services to individuals in San Mateo County. We are seeking a highly skilled Bilingual Intake Coordinator to join our team.Job Summary:The Bilingual Intake Coordinator will conduct daily intakes...


  • San Mateo, California, United States StarVista Full time

    Job Title: Bilingual Intake CoordinatorStarVista is a 501(c)(3) nonprofit organization dedicated to providing mental health, crisis intervention, and youth housing services to individuals in San Mateo County. We are seeking a highly skilled and compassionate Bilingual Intake Coordinator to join our team.Job Summary:The Bilingual Intake Coordinator will...

  • Intake Coordinator

    4 weeks ago


    San Diego, California, United States Law Offices of Anna R. Yum Full time

    Job Title: Intake SpecialistWe are seeking a highly skilled and empathetic Intake Specialist to join our team at the Law Offices of Anna R. Yum. As an Intake Specialist, you will play a critical role in providing exceptional customer service to our clients, setting the tone for their experience with our law firm.Responsibilities:Convey confidence and...

  • Intake Coordinator

    4 weeks ago


    San Diego, California, United States Law Offices of Anna R. Yum Full time

    Job Title: Intake SpecialistWe are seeking a highly skilled and compassionate Intake Specialist to join our team at the Law Offices of Anna R. Yum. As an Intake Specialist, you will play a critical role in providing exceptional customer service to our clients, setting the tone for their experience with our law firm.Responsibilities:Provide empathetic and...


  • San Jose, California, United States Blize Healthcare Full time

    Intake Coordinator Job SummaryBlize Healthcare is seeking a highly organized and detail-oriented Intake Coordinator to join our team. As an Intake Coordinator, you will be responsible for completing insurance forms, answering patient inquiries, and scheduling home health/hospice visits efficiently.Key Responsibilities:Completing insurance forms and verifying...


  • San Francisco, California, United States Mission Neighborhood Centers Full time

    Job SummaryWe are seeking a highly skilled and compassionate Admissions Intake Specialist to join our team at Mission Neighborhood Centers. In this role, you will be responsible for executing ERSEA requirements, maximizing parent access, and ensuring families meet eligibility and selection criteria prior to enrollment.Key ResponsibilitiesProvide exceptional...