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The Houston office of Lewis Brisbois is seeking a Client Intake Specialist with legal experience. The Client Intake Specialist is responsible for handling the intake process for their local office by organizing and tracking new client data and processing new matter memos. Essential functions of this role include but are not limited to: conducting conflict checks on new client for Attorneys in local office, receiving and organizing case documents and correspondence required for new matter process. If a new client is a litigation matter, creating litigation hold letter for attorney approval, processing new matter memos for local office and entering into Aderant software application, verifying correct rates for client by review of matter description and practice areas. If new client, reviewing of documentation as to new rates to be entered and enter new rates into system, reviewing and confirming client billing addresses, contact information and adjuster contact information, if applicable, and assigning new client matter number and upload new matter memo and respective documents to iManage.
We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, vision, life insurance, 401k with employer contribution, as well as sick and vacation time. We also offer excellent opportunities for growth and advancement while working with a collaborative team.
Responsibilities:Job Qualifications/Specifications:
Lewis Brisbois is not accepting search firm submissions for this position.
Qualifications:#LI-HYBRID
#LI-RH1
Full Time
$95k-124k (estimate)
05/02/2024
05/19/2024
The following is the career advancement route for Client Intake Specialist positions, which can be used as a reference in future career path planning. As a Client Intake Specialist, it can be promoted into senior positions as a Patient Referral Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Intake Specialist. You can explore the career advancement for a Client Intake Specialist below and select your interested title to get hiring information.