Business Intake Representative

Responsibilities

• Review and process new client and matter intake forms for completeness and compliance with Firm policies
• Analyze new client and matter intake information for quality and completeness while meeting established time constraints
• Accountable for clear communication and prompt follow-up necessary to ensure quality and completeness
• Collaborate with attorneys and internal teams to resolve missing or incomplete intake information
• Submit client and matter information through the Firm’s new client/matter review process
• Maintain accurate and up-to-date client and matter data in Firm systems

Requirements

• Proficient in Microsoft Office, including Word, Excel and Outlook, with the capacity to learn new software quickly
• Data entry experience, ideally within the medical or legal fields
• Possess extreme attention to detail
• Excellent time management and organizational skills are necessary
• Excellent verbal and written communication skills are necessary
• Ability to work independently as well as within a team
• Exceptional interpersonal skills with a positive and helpful customer service attitude
• Ability to multitask and work on complex tasks in a fast-paced deadline driven environment