Intake Specialist

3 Weeks ago • 1-2 Years • Legal

Job Summary

Job Description

The Intake Specialist at Neostella will be the first point of contact for clients seeking legal services. Responsibilities include answering calls and emails, conducting initial consultations to gather client information, documenting cases in the firm's system, coordinating with attorneys and case managers, scheduling appointments, communicating with clients about the legal process, managing internal databases, and ensuring compliance with firm policies. The ideal candidate will possess excellent communication skills, strong organizational abilities, empathy, and proficiency in Microsoft Office Suite or Google Suite. A minimum of 1-2 years of experience in customer service or administrative roles, preferably in a legal environment, is required. B2 level English proficiency is also a must.
Must have:
  • Excellent communication skills
  • Strong organizational skills
  • Client interaction & information gathering
  • Case documentation & management
  • Proficiency in MS Office Suite or Google Suite
  • B2 English level

Job Details

Description

At Neostella, we take a customer-centric approach and use cutting-edge technologies to deliver solutions to meet the unique needs of our clients’ business. Our offerings include Neodeluxe Legal Solutions, Work-Relay process and workflow solutions for Salesforce, Robotic Process Automation, and Application Integration. In order to continue our growth, we are seeking an Intake Specialist! The Intake Specialist will play a crucial role in our law firm’s operations by being the critical first point of contact for clients seeking our legal services. This position requires excellent communication skills and the ability to gather necessary information efficiently to ensure an effective onboarding process for new clients. The ideal candidate will possess a compassionate demeanor and a strong desire to assist clients through their legal journey.

Key Responsibilities:

  • Client Interaction: Answer inbound calls, emails, and inquiries from potential clients and assess their needs while providing exemplary customer service.
  • Information Gathering: Conduct initial consultations with clients to gather detailed information about their legal issues and determine their eligibility for services.
  • Case Documentation: Accurately document and maintain client information in the firm’s case management system; create and manage client files.
  • Collaboration: Coordinate with attorneys and case managers to ensure a smooth transition of new cases and facilitate timely follow-ups.
  • Appointment Scheduling: Schedule consultations and meetings for clients with legal staff while ensuring effective use of attorneys’ calendars.
  • Client Communication: Provide information to clients regarding the legal process, expectations, and next steps in a clear and concise manner.
  • Data Management: Regularly update and manage internal databases to track inquiries, appointments, and conversions of potential clients.
  • Adherence to Policy: Ensure compliance with firm policies and procedures, including confidentiality requirements.

Requirements

  • Minimum of 1-2 years of experience in customer service or administrative roles, preferably in a legal environment.
  • Excellent verbal and written communication skills, with the ability to engage with clients professionally.
  • Strong organization skills and attention to detail to accurately capture client information.
  • Competence in Microsoft Office Suite or Google Suite.
  • Ability to handle sensitive situations with empathy and professionalism.
  • Must be able to work independently and as part of a collaborative team.
  • B2 level of English or better is required.

Benefits

*All resumes and application answers must be in English

Similar Jobs

Microsoft - Senior Software Engineering Manager

Microsoft

Mexico City, Mexico City, Mexico (On-Site)
6 Days ago
CynLr - Content Designer

CynLr

Bengaluru, Karnataka, India (On-Site)
6 Months ago
Rebellion - Facilities and Administration Assistant

Rebellion

Oxford, England, United Kingdom (On-Site)
4 Weeks ago
The Walt Disney Company - Executive Assistant II

The Walt Disney Company

Seattle, Washington, United States (On-Site)
1 Week ago
Tonies - General Ledger Accountant

Tonies

Düsseldorf, North Rhine-Westphalia, Germany (Hybrid)
5 Days ago
Tencent - Patent Litigation Attorney

Tencent

Shenzhen, Guangdong Province, China (On-Site)
4 Months ago
PwC - Manager Operational Tax (m/f/d)

PwC

Luxembourg (On-Site)
6 Months ago
PwC - Asistente Senior Auditoria 2

PwC

Santo Domingo, Distrito Nacional, Dominican Republic (On-Site)
6 Months ago
Focus Entertainment - Data Protection Intern

Focus Entertainment

Île-de-France, France (On-Site)
4 Weeks ago
Lionsgate Games - Senior Director, Business and Legal Affairs

Lionsgate Games

Santa Monica, California, United States (On-Site)
1 Month ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Xentrix Studios - Production – Production Assistant

Xentrix Studios

India (On-Site)
5 Months ago
PwC - Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)

PwC

Montreal, Quebec, Canada (On-Site)
6 Months ago
ION - Analyst - LCM - Mumbai - 764

ION

Mumbai, Maharashtra, India (On-Site)
6 Months ago
Assystems - Sr. Architect

Assystems

Gurugram, Haryana, India (On-Site)
5 Months ago
The Walt Disney Company - Registered Nurse - Part Time

The Walt Disney Company

Anaheim, California, United States (On-Site)
1 Week ago
Assystems - Senior Developer – Team Lead

Assystems

Gurugram, Haryana, India (On-Site)
5 Months ago
The Walt Disney Company - Facilities Operations Specialist

The Walt Disney Company

Rancho Mirage, California, United States (On-Site)
1 Day ago
Activate Games - Store Leader (Store Manager)

Activate Games

Mississauga, Ontario, Canada (On-Site)
2 Weeks ago
The Walt Disney Company - Senior Executive Assistant II

The Walt Disney Company

San Francisco, California, United States (On-Site)
5 Days ago
Patel greene - Senior Landscape Architect

Patel greene

Temple Terrace, Florida, United States (On-Site)
6 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Colombia

Evolution - Studio Operations Manager

Evolution

Colombia (On-Site)
1 Month ago
Evolution - Purchasing Specialist

Evolution

Medellín, Antioquia, Colombia (On-Site)
4 Months ago
Easygo - Payments & Senior Fraud Analyst

Easygo

Bogotá, Bogota, Colombia (On-Site)
1 Week ago
Evolution - Accounting Specialist

Evolution

Medellín, Antioquia, Colombia (On-Site)
2 Months ago
Streamline Media Group  Inc  - Game Programmer (Unreal)

Streamline Media Group Inc

Bogotá, Bogota, Colombia (On-Site)
6 Months ago
Nagarro - Senior Staff Engineer - Python Developer

Nagarro

Colombia (Remote)
2 Months ago
Evolution - Studio Support Specialist (Build Crew)

Evolution

Colombia (On-Site)
1 Month ago
Streamline Media Group  Inc  - Level Designer

Streamline Media Group Inc

Bogotá, Bogota, Colombia (On-Site)
6 Months ago
Evolution - Game Presenter

Evolution

Colombia (On-Site)
9 Months ago
Amber - Recruiter (Project Based)

Amber

Bogotá, Bogota, Colombia (On-Site)
5 Months ago

Get notifed when new similar jobs are uploaded

Legal Jobs

PwC - Audit Manager

PwC

Bangkok, Bangkok, Thailand (On-Site)
6 Months ago
ION - Legal, Italy

ION

Milan, Lombardy, Italy (Hybrid)
6 Months ago
Epic Games - Senior Product Counsel, Children's Privacy & Design

Epic Games

(On-Site)
2 Months ago
PwC - Tax Consultant

PwC

Qormi, Malta (On-Site)
6 Months ago
PwC - TLS - Senior Associate - Corporate Regulatory - Milano [TLS]

PwC

Milan, Lombardy, Italy (On-Site)
6 Months ago
HoYoverse - Litigation Counsel

HoYoverse

Singapore (On-Site)
3 Months ago
PwC - Audit Manager - Assurance

PwC

Makati, Metro Manila, Philippines (On-Site)
6 Months ago
PwC - Manager

PwC

Nassau, New Providence, The Bahamas (On-Site)
6 Months ago
ION - Internal Audit & Compliance Manager

ION

Pisa, Tuscany, Italy (On-Site)
6 Months ago
PwC - Senior Associate

PwC

Makati, Metro Manila, Philippines (On-Site)
6 Months ago

Get notifed when new similar jobs are uploaded