Legal Intake Specialist

About the role

Reporting to the Manager – Legal Intake, the Specialist – Legal Intake is responsible for assisting with the process of file opening and managing new inherited files.

Responsibilities

File Opening

• Understands file flow and assists with moving file inventory to demand review process.
• Reviews criteria dependent diaries from files that are moved back into the work queue from the legal teams.
• Verifies information in files through an automated process; provides manual review efforts and clean up.
• Understands and adds correct codes to files creating the path to litigation team.
• Maintains knowledge on client work standards in regard to compliance requirements.
• Runs assigned reports in an effort to manage file flow and moving accounts to the demand effort.
• Other responsibilities as assigned.

Inherited Files

• Works assigned files dependent on legal status.
• Assists with demand exception reports.
• Other responsibilities as assigned.

Skills

• Must be able to manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus on compliance.
• Individual must be proficient in the Microsoft Suite of products.
• Must act with a sense of urgency while maintaining a high attention to detail.
• Must be able to communicate effectively with staff at all levels within the organization.

Qualifications

• High school diploma (or equivalent) is required.
• Prefer a Bachelor’s degree or 1-2 years’ experience in a legal profession.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Frequently required to talk or hear, and use hand to type, handle, or touch objects.
• Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders.
• Must be able to occasionally lift up to 25 pounds at times.
• Must be able to access and navigate each department at the organization’s facilities.

Work Environment

The position is primarily hybrid/fully remote.