Legal -Client Intake Specialist


Legal -Client Intake Specialist
Grant & Eisenhofer P.A. - Chicago, IL

Job Summary

The Client Intake Specialist plays a key role for the Birth Injury Litigation team. This position is the first point of contact with potential clients and is responsible for completing succinct intakes to allow attorneys to quickly assess potential cases. The Client Intake Specialist will also assist with medical records requests and tracking as well as provide legal administrative for the Birth Injury Group.

Essential Duties and Responsibilities

Handle all incoming contact from prospective and current clients via phone or email

Process and track intakes for potential clients

Keep accurate records of all communications on daily basis

Responsible for all incoming and outgoing correspondence via electronic and paper mail

Draft, send and track client agreements and retainer package documents

Act as liaison for potential and current clients for outreach agency programs

Must be able to work overtime as needed, including be on-call as part of a monthly weekend intake rotation

Knowledge and Skills

Experience with clients in a legal or medical setting

Excellent verbal and written communication skills

Demonstrate strong organizational and interpersonal skills

Must be able to quickly assess and synthesize large amounts of complex information in a clear and concise manner

Exposure to medical records, HIPPA, Hitech laws and regulations

Strong PC skills including Word and Excel

Prior legal experience strongly preferred

Education and Work Experience

3-5 years in a Client Intake role in a professional services, medical records or law firm environment

Bachelor's degree strongly preferred
Job Type: Full-time

Required experience:

Client Intake: 3 years

Required education:Bachelor's

Job Location: Chicago, IL

Job Link: