Intake Specialist/Manager Law Firm
1 month ago
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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