Intake Specialist — Legal Operations & Client Care

Padgett Law Group; Tallahassee (FL); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

PTO from day one

Parental leave

Holiday and birthday time off

Health insurance options

401k with company match

Training and development

Flexible work schedules

Job summary

Padgett Law Group is a premier creditors’ rights firm currently seeking a Specialist - Intake to join our team in Florida. This role focuses on reviewing client documents, data entry into our case-management systems, and coordinating with internal departments to ensure efficient workflows during the intake process.

You will handle client inquiries, monitor intake queues, and maintain accuracy across high volumes of data while adhering to service level agreements.

Qualifications

• Strong teamwork and adaptability.
• Excellent verbal and written communication.
• Exceptional organizational skills.
• Attention to detail with high data volumes.
• Proficiency in legal and case management software and MS Office.
• Understanding of intake processes in default services or legal industry.
• Problem-solving and process-improvement mindset.
• Ability to sit/stand for extended periods.
• Dexterity for typing and document management.
• Ability to read small text in documents.

Responsibilities

• Reviewing and validating client documentation to ensure all required information is complete and accurate.
• Coordinating with internal departments to establish smooth workflows during the intake process.
• Entering data into case management systems with a high level of precision.
• Addressing client inquiries related to the intake process promptly and professionally.
• Monitoring intake queues in several client system and internal systems and ensuring timely processing of all cases in accordance with service level agreements.
• Maintain accuracy while handling large volumes of data and ensuring compliance with established procedures.
• Timely address client inquiries and resolve issues related to the intake process.
• Produce clear and professional written and verbal communication with clients and team members.
• Prioritize tasks and meet deadlines in a fast-paced environment.
• Flexibility to adjust to new technologies, processes, and workload changes as needed.

Skills

Team collaboration

Communication skills

Attention to detail

Data entry

Multitasking

Customer service

Microsoft Office

Case management

Legal software

Tools

Microsoft Office

Case management

CRM software

Document management

Legal research tools

Job description

Padgett Law Group is a premier creditors’ rights firm currently seeking a Specialist - Intake to join our team in Florida. This role focuses on reviewing client documents, data entry into our case-management systems, and coordinating with internal departments to ensure efficient workflows during the intake process.

You will handle client inquiries, monitor intake queues, and maintain accuracy across high volumes of data while adhering to service level agreements.