Legal Assistant - Legal Intake Professional

Intake Specialists have first-level interaction with new clients, and are responsible for gathering personal, medical and legal history and presenting this information to practice group leaders to determine the suitability of legal services. The successful candidate must be a team player with a friendly, positive, “client first” attitude.

Responsibilities:

• Act as a first point of contact, answering calls with empathy and professionalism
• Conduct initial assessments to record medical and legal history, and identify specific client needs
• Collect client documents and comply with regulatory standards (i.e, HIPAA)
• Coordinate with staff, attorneys and clients to schedule initial meetings
• Accurately record and maintain data in the firm’s electronic lead management and case management systems