Legal Intake Specialist

Mitchell & Associates, APLC; New Orleans (LA); On-site; USD 10,000 - 60,000; Full time

Job summary

Join a respected law firm in New Orleans as an Intake Specialist, where you'll assist in managing client relationships and enhance our caseload. This onsite position is ideal for compassionate individuals with a dedication to customer service and experience in the legal field. You'll play a vital role in helping clients through the legal process while working in a supportive environment.

Qualifications

• Articulate and professional in verbal communication.
• Prior experience in sales or customer service valued.
• Background in legal industry preferred.

Responsibilities

• Gather detailed information from potential clients via phone calls.
• Schedule consultations and prepare intake documents.
• Communicate with clients through multiple channels to collect necessary documents.

Skills

Professional telephone skills

Customer service

Sales

Education

High school diploma or equivalent

Bachelor’s degree (desired)

Tools

PC Law

Data management software

Job description

Mitchell & Associates, APLC • New Orleans , LA , US

Posted 3 days ago

Description

Looking for a chance to join a well-respected, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload.

Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need. You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in clients’ lives every day. If this sounds like a job you’d love, apply now!

This Position Is Onsite And Not Remote.

Responsibilities

• Information Gathering: Taking initial phone calls to collect detailed information from potential clients, including relevant facts, injuries, medical treatment, and contact information to provide to attorneys for screening.
• Potential Client Communication: Communicating with potential clients via phone, email, text, or in-person to gather information and documents about their claim and potential case.
• Scheduling: Coordinating in-office consultations.
• Initial Consultation: Preparing intake documents for an initial consultation; meeting with a potential client to explain same, confirm identity through copying identification, confirm all intake documents are properly executed.
• Remote Consultation: prepare for potential clients in office video conferencing sessions with attorney(s) working remotely.
• Electronic Intake: responsible for verifying potential client’s identity and getting potential client’s email to forward electronic intake package via DocuSign; follow up with execution of same.
• Opening New Matters: Create client profile in the practice management database (PC Law) and creating physical files.
• Medical Record Retrieval: Request client's medical records.
• Lien Request and Resolution: Identify third-party liens (Medicaid, health insurers), track same.
• Liability Insurance Verification: Perform insurance search to identify applicable policy limits.
• Back Up and Overflow: for the Front Desk (receptionist)and Back Desk (mail clerk) as needed.

Qualifications

• Overall, you must be articulate and have professional telephone skills.
• Sales or customer service experience highly valued
• Background in the legal industry preferred
• High school diploma or equivalent needed, while a Bachelor’s degree is desired
• Firm knowledge of spreadsheet and data management, as well as computer skills

Compensation

$17 - $18 hourly

About Mitchell & Associates, APLC

We're hard-working lawyers for hurt workers. We represent injured workers who have been hurt on the job on land, dockside, or offshore. We also handle social security claims for good people who are too hurt to work.

We started off representing employers and insurance companies but soon realized there was (and still is) a need for highly competent attorneys to represent people who might otherwise be overwhelmed and bulldozed by the legal system. Owned by two attorneys who have been married for nearly twenty years, we present a culture that appreciates work-life balance.