Case Intake Coordinator

2 days ago


San Antonio, Texas, United States IMS Consulting & Expert Services LLC Full time
Job Title: Case Intake Coordinator

IMS Consulting & Expert Services LLC is seeking a highly skilled Case Intake Coordinator to join our team. As a Case Intake Coordinator, you will be responsible for thoroughly vetting new and existing case expert requests, reviewing expert qualifications, and identifying and offering experts.

Key Responsibilities:
  • Source experts on all leads coming in through the sales team and case management team.
  • Source experts on all existing cases that have been previously assigned to a Case Manager.
  • Re-identify experts on pending leads and existing matters if case falls outside of designated time frame.
  • Create and remain responsible for opening all pending leads in Clio and completing multiple data entry fields based on an initial scoping call and emails exchanged with clients.
  • Contact clients within a 1-2-hour timeframe to scope the case.
  • Review all relevant information for each expert specialty requested, research all appropriate experts, provide appropriate CVs and fee schedules to clients, and ensure clients are aware of any disclosures specific to the experts offered, as needed.
  • Verify expert availability once the expert has been selected and introduce a case manager who will be handling the case based on client requests, current case counts, and PTO schedules.
  • Follow up on every pending matter previously worked on with no activity in the last 7 days.
  • Track expert and expert specialty offered on each lead and identify opportunities where new expert CVs can be provided.
  • Run internal conflicts check for each new lead to include every individual being reviewed.
  • Educate the expert as needed on roles, responsibilities, client expectations, and IMS | Juris Medicus procedures in a case engagement. Educate new and existing clients on future expectations with IMS | Juris Medicus to ensure a better understanding of the expert and Case Management roles.
  • Work with the Case Intake Supervisor to provide feedback on any new discussion items that arise causing a need for action including but not limited to guide additions/edits, new legal rulings, and expert updates.
  • Attend and participate in monthly audit meetings, monthly ride-a-long meetings, and monthly team meetings for positive and constructive feedback along with company and department updates.
Requirements:
  • Highly qualified Legal Secretary or Legal Assistant.
  • 3 years of experience as a legal professional with personal injury experience.
Benefits:
  • A competitive compensation package and 401K match.
  • Flexible PTO and paid holidays.
  • Benefits (medical, dental, vision, company paid short-term and long-term disability, health savings account).

IMS Consulting & Expert Services LLC is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.



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