Client Care & Intake Specialist

Kisling, Nestico & Redick, LLC (KNR); Fairlawn (OH); On-site; USD 36,000 - 48,000; Full time

Job summary

Kisling, Nestico & Redick, LLC (KNR) seeks a dedicated legal intake assistant in Ohio to collect client information and open cases in case management software. The role involves handling intake communications, sending retainer agreements, and maintaining data integrity across systems.

The position requires strong communication, attention to detail, and ability to manage high-volume calls. Candidates should be able to lift up to twenty pounds and work full-time with potential overtime.

Qualifications

• Understanding of general legal procedures and business practices
• Standard clerical and general office administration procedures
• High volume phones, call center and/or law firm experience preferred
• Exceptional communication skills
• Ability to work well under pressure and exercise good judgment
• Strong attention to detail
• Strong working knowledge of MS Office Suite
• Team collaboration
• Ability to lift a minimum of twenty pounds
• No supervisor responsibility
• Full-time position, 40 hours weekly, with possible overtime

Responsibilities

• Collect and record information from potential clients and open cases in case management software
• Send and receive retainer agreements for prospective clients who meet the specific criteria
• Maintain data entry requirements by following data program techniques and procedures
• Verify entered data by reviewing, correcting, deleting, or re-entering information
• Combine data from multiple systems
• Follow-up on intakes as needed
• Placing outbound calls
• Contact with medical providers and clients regarding availability of doctor appointments
• Follow up calls from medical providers when clients are non-compliant with appointments
• Consistent and regular communications with clients regarding appointments
• Consistent and regular communications with legal team regarding clients

Skills

Exceptional communication

Attention to detail

Team player

Strong work ethic

Ability to lift 20 lbs

Education

High School Diploma or GED

Tools

MS Office Suite

Case management software

Job description

• Collect and record information from potential clients and open cases in case management software
• Send and receive retainer agreements for perspective clients who meet the specific criteria.
• Maintain data entry requirements by following data program techniques and procedures
• Verify entered data by reviewing, correcting, deleting, or re-entering information
• Combine data from multiple systems
• Follow-up on intakes (as needed)
• Placing outbound calls
• Contact with medical providers and clients regarding availability of doctor appointments
• Follow up calls from medical providers when clients are non-compliant with appointments
• Consistent and regular communications with clients regarding appointments
• Consistent and regular communications with legal team regarding clients

Description

• Create and field client intakes
• Collect and record information from potential clients and open cases in case management software
• Send and receive retainer agreements for perspective clients who meet the specific criteria.
• Maintain data entry requirements by following data program techniques and procedures
• Verify entered data by reviewing, correcting, deleting, or re-entering information
• Combine data from multiple systems
• Regular, consistent, punctual attendance
• Follow-up on intakes (as needed)
• Placing outbound calls
• Contact with medical providers and clients regarding availability of doctor appointments
• Follow up calls from medical providers when clients are non-compliant with appointments
• Consistent and regular communications with clients regarding appointments
• Consistent and regular communications with legal team regarding clients

Requirements

• Understanding of general legal procedures and business practices
• Standard clerical and general office administration procedures
• High volume phones, call center and/or law firm experience is preferred
• Exceptional communication skills
• Ability to work well under pressure and to exercise good judgment
• Strong attention to detail
• Strong working knowledge of MS Office Suite
• Must work well in a team atmosphere
• Ability to lift a minimum of twenty pounds
• High School Diploma or GED required
• Must type 45 wpm with accuracy
• No Supervisor responsibility
• This is a full time position, standard hours Monday - Friday of 40 hours per week. Some overtime, as necessary based upon projects.