Intake Specialist, Legal

Mid-sized litigation firm in downtown Manhattan is seeking an Intake Specialist, with 1-2 years of experience, to join the ADR group. The Intake Specialist will perform paralegal-like functions but will be largely focused on using our platform to load new cases, send client communications, and run reports.  This position does not require paralegal certifications but does require familiarity and comfortability with technology and online platforms. 

JOB RESPONSIBILITIES

• Perform intake and initial filtering of client inquiries;
• Preparation of submissions involving large volumes of individual claims;
• Run and analyze client data reports;
• Organize documents and communications with clients;
• Ensure that case documents accurately reflect a client’s individual information;
• Keep track of communications or developments relating to client cases and deadlines that may be applicable to individual clients;
• Prepare and send client communications;
• Communicate with clients telephonically, on occasion;
• Work with attorneys to plan client intake, data gathering, and case update workflows;
• Analyze and summarize client inquiries to identify trends and patterns requiring further action; and
• Assist with the development of processes and technological systems for addressing large volumes of client interactions.

SKILLS/REQUIREMENTS

• Proficient in the use of Microsoft Word and Excel;
• Familiarity with Filesite preferred;
• Interest in a role assisting individuals with difficult problems;
• Familiarity with client management systems or databases preferred;
• Strong technical skills and ability to quickly learn new litigation support software;
• Strong written and oral communication skills and strong interpersonal skills;
• Must possess great attention to detail;
• Must possess analytical and critical thinking skills;
• Strong organizational and time-management skills;
• Ability to work independently while understanding the importance of teamwork;
• Ability to manage workload consisting of multiple tasks; and
• The work shift for this position is 9:30 am-5:30 pm, five days a week, but applicant must be willing and available to work overtime, both evening and weekends, when necessary.

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