Intake Specialist Remote
Job Title: Intake Specialist
Job Description: The Intake Specialist will be the first point of contact for potential clients, responsible for gathering essential information, assessing client needs, and ensuring a smooth intake process. This role is crucial in helping our firm provide timely and effective legal assistance.
Responsibilities:
• Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries.
• Conduct thorough intake interviews to gather essential information about the client's financial situation and legal needs.
• Assess the client's eligibility for bankruptcy and other debt relief options.
• Schedule consultations with attorneys and ensure all necessary documentation is prepared and available.
• Maintain accurate and organized records of client interactions and case details in the firm's case management system.
• Provide clients with information about the bankruptcy process, required documentation, and next steps.
• Follow up with potential clients to answer questions and provide additional information as needed.
• Collaborate with attorneys and support staff to ensure a seamless client intake process.
• Stay informed about changes in bankruptcy law and procedures to provide accurate information to clients.
Skills and Qualifications:
• High school diploma or equivalent; associate's or bachelor's degree in a related field preferred.
• Previous experience in a legal setting USA, preferably in bankruptcy law, is highly desirable.
• Strong understanding of bankruptcy law and procedures.
• Excellent verbal and written communication skills. (English C1)
• Ability to handle sensitive and confidential information with discretion.
• Strong organizational skills and attention to detail.
• Proficiency in using case management software and other office technology.
• Compassionate and empathetic demeanor with the ability to build rapport with clients.
• Ability to work independently and as part of a team.
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