About the Candidate.
As an experienced Intake Specialist, I am passionate about providing exceptional client service and ensuring a smooth, efficient intake process. With strong communication skills and attention to detail, I excel at gathering essential information, assessing client needs, and guiding individuals through the initial steps of their legal journey.
International Experience:
Yes
Availability:
20 or 40 hours a week
Area of Expertise:
Estate Planning, Civil and Commercial Litigation, Estate Administration and Fiduciary Litigation
Years Experience:
3
Current and Previous Roles:
Intake Specialist, Visual Media Lecturer, Transcriptionist
Relevant Experience.
Intake Specialist
Years experience:
1
Key Responsibilities:
Serve as the first point of contact for PNCs and leads, offering exceptional customer service and addressing inquiries in a timely manner.
Build and maintain strong client relationships, fostering ongoing rapport and trust.
Assist in drafting Client Letter Agreements (CLAs), managing onboarding processes, and organizing essential documentation.
Collaborate with attorneys and staff to ensure seamless case transitions and timely follow-up on pending matters.
