Client Onboarding & Intake Specialist

Knrlegal; Fairlawn (OH); Hybrid; USD 34,000 - 45,000; Full time

Job summary

Knrlegal is seeking an organized, detail-oriented administrative assistant to support intake and case management processes in a legal setting in Ohio. You will manage client intakes, collect information, and handle communications with clients, medical providers, and the legal team.

The role requires strong data entry, 45 wpm typing, MS Office proficiency, and the ability to work in a fast-paced environment with regular overtime as needed.

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 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.
• Must type 45 wpm with accuracy.

Responsibilities

• 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.

Skills

High-volume phones handling

Exceptional communication

Attention to detail

Team player

Lift 20 lbs

Typing speed 45 wpm

Education

High School Diploma or GED

Tools

MS Office Suite

Job description

Knrlegal is seeking an organized, detail-oriented administrative assistant to support intake and case management processes in a legal setting in Ohio. You will manage client intakes, collect information, and handle communications with clients, medical providers, and the legal team.

The role requires strong data entry, 45 wpm typing, MS Office proficiency, and the ability to work in a fast-paced environment with regular overtime as needed.