Legal Intake Specialist

Responsibilities

• Taking initial phone calls to collect detailed information from potential clients, including relevant facts, injuries, medical treatment, and contact information to provide to attorneys for screening.
• Communicating with potential clients via phone, email, text, or in-person to gather information and documents about their claim and potential case.
• Scheduling in-office consultations.
• Preparing intake documents for an initial consultation; meeting with a potential client to explain the same, confirming identity through copying identification, and confirming that all intake documents are properly executed.
• Prepares for potential clients in office video conferencing sessions with attorney(s) working remotely.
• Verifying the potential client’s identity and getting the potential client’s email to forward the electronic intake package via DocuSign; follow up with execution of the same.
• Create a client profile in the practice management database (PC Law) and create physical files.
• Requesting the client's medical records.
• Identify third-party liens (Medicaid, health insurers) and track them.
• Perform an insurance search to identify applicable policy limits.
• Back up and overflow for the Front Desk (receptionist) and Back Desk (mail clerk) as needed.

Qualifications

• You must be articulate and have professional telephone skills.

Pay

$20 - $20/hour

About Mitchell & Associates, APLC

We're hard-working lawyers for hurt workers. We represent injured workers who have been hurt on the job on land, dockside, or offshore. We also handle social security claims for good people who are too hurt to work. We started off representing employers and insurance companies, but soon realized there was (and still is) a need for highly competent attorneys to represent people who might otherwise be overwhelmed and bulldozed by the legal system. Owned by two attorneys who have been married for nearly twenty years, we present a culture that appreciates work-life balance.

Benefits

Not specified

Schedule

Onsite