Client Intake Specialist

Full job description

Generations Law Group of Texas is currently seeking a full-time Client Intake Specialist to join our firm. This individual will be responsible for mastering a high intensity, fast paced, constantly changing calendar at all times. Must be able to triage cases by type and urgency. Ability to discern crisis cases and urgent needs, while providing peace of mind to those who call.

Processing a high volume of files from intake to engaged and follow up of those undecided. Including requesting information prior to appointment, processing that information into digital and physical files in preparation of consult with attorney.

Key Responsibilities:

• Serve as the first point of contact for clients via phone, email, and in-person inquiries, demonstrating professional phone etiquette and organizational skills
• Conduct initial client interviews to gather pertinent case information and assist with document collection
• Mastering the triage and constant changes in the calendar of 2-3 attorneys and 2-3 notaries.
• Client intake interview and calendaring of appointments with appropriate attorney based type of case and level of complexity
• Entering information of all leads into MyCase and tracking all initial calls in excel “dashboard”
• Review, analyze and process client intake forms, documents received prior to appointment and after for Estate Planning, Medicaid, Veterans and Probate cases.
• Creating asset and income spreadsheets and detailed information charts (knowledge or ability to learn various types of income and financial accounts)
• Direct the intake process by creation of digital file in Sharepoint, Client management in MyCase, data input into excel,
• Follow up with potential clients who were undetermined and process clients who did not engage.
• Support and work closely with law firm leader who ensures processing of all engaged clients and focuses on client satisfaction and case efficiency.
• Daily, weekly and monthly tracking of all leads, clients and cases
• Manage workshop registrations, attendees, follow-ups and satisfaction
• Conduct conflicts searches in firm database and reporting results,

Job Requirements:

• Bachelor’s Degree preferred, or equivalent combination of education and relevant experience.
• Three years of experience in fast paced calendar management and intake information processing preferred
• Ability to formulate searches so as to obtain relevant results from electronic database such as files, emails, calendaring and phone logs
• Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data.
• Ability to provide customer service is essential to this position. Must be able to respond promptly and professionally to requests for information and assistance from all levels of employees, and clients occasionally in difficult or emotional situations.
• Ability to communicate clearly with all levels of professionals, including attorneys and non-attorney business professionals.
• Ability to write clearly and informatively (mainly in intake summaries and emails to team and clients).
• Detail oriented with strong data entry skills.
• Ability to read and comprehend written information, including simple instructions, short correspondence, and memos.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form and to deal with problems involving several concrete variables in standardized situations.
• HIGHLY Proficient with Microsoft Office products such as Word, Outlook and also having database experience.
• Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and to work in a team-oriented environment
• Experience with MyCase a plus
• Extreme proficiency with google calendar (merging with mycase a plus)

About Us:
Generations Law Group of Texas provides legal guidance helping generations of families with strong legal documents focused on giving them peace of mind through various phases of life including estate planning for young families, young adults, empty nesters, sandwich generation and club sandwich generations like those looking to preserve assets in the event of a disability and avoid probate. We are accredited with the Veterans Administration focusing on the Aid and Attendance program and have 20 years of experience with assisting families with eligibility for Medicaid health insurance.

We are a 2 Generation Law Firm that values empathy, hard work, and inclusivity.

We are looking for individuals who enjoy the routine of successful processes and systems and take pride in the goals achieved for families. An inherit ambition for success, strong ethical values, eager to learn & grow, and a passion for helping people. Must be able to multi-task, take pride in being highly organized, able to think ahead and anticipate next steps in multiple directions have a strong sense of urgency to complete tasks accurately and timely. Strong typing and computer skills are needed.

Generations Law Group of Texas offers a competitive salary and a comprehensive benefits package including 401k/profit sharing retirement package.

Generations Law Group of Texas is fully committed to equality of opportunity in all aspects of employment. It is the policy of Generations Law Group of Texas to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.

Generations Law Group of Texas is committed to serving and protecting those in medical crisis and in fragile health. We are looking for a long-term career oriented teammate that shares our commitment to the community and the families we serve! We are an Equal Opportunity, Progressive, Health Conscious, Pro-Masking, Pro-vaccine, LGBTQ Friendly, Non-Smoking Law Firm.

Pay: $18.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Paid time off

Work Location: In person

Salary : $18 - $25