Intake Specialist/Manager Law Firm

1 month ago


Atlanta, United States Robert Half Full time
Job DescriptionJob Description

Our client is seeking a permanent fulltime Intake Specialist/Manager to join their law firm in Dunwoody, GA Atlanta, GA. As an integral part of our team, you will coordinate and oversee intake processes, ensuring smooth operations and high-quality service. You will be expected to conduct intake interviews and manage the overall intake process. 5-10 new intakes a day on average.


• Coordinate and oversee the intake process, ensuring smooth operations and high-quality service

• Conduct intake interviews, gathering necessary information and assessing client needs

• Manage, maintain, and update intake records to ensure accuracy and completeness

• Respond to inquiries, resolving issues and providing information as needed

• Monitor client accounts, taking appropriate action as necessary

• Collaborate with other team members to ensure seamless service delivery

• Continually seek ways to improve intake processes for efficiency and effectiveness

• Ensure all intake procedures comply with relevant laws and regulations

• Keep up-to-date with industry trends and developments to ensure the highest level of service

• Liaise with other departments as needed to ensure client needs are met and issues are promptly addressed.

• 3-4+ years of law firm intake experience or similar role.

• Lead Docket software experience required

• Filevine software experience a plus

• Proficiency in managing intake interviews and processes.

• Strong interpersonal and communication skills.

• Ability to handle sensitive information confidentially.

• Excellent organizational skills with the ability to manage multiple tasks simultaneously.

• Knowledge of intake procedures and protocol.

• Proficiency in using computer software and databases for data entry.

• Ability to collaborate effectively with a team.

• Strong problem-solving abilities and attention to detail.

• Demonstrated ability to handle high-stress situations calmly and effectively.




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