Legal Intake Specialist Resume Samples

A Legal Intake Specialist is a legal professional who is hired to communicate legal matters to and with clients on behalf of the organization. Apart from writing, editing, and modifying the company’s legal documents, these specialists complete the following tasks as mentioned on the Legal Intake Specialist Resume – screening clients for legal services, explaining the legal procedures and process involved in the project, collecting signed forms and documents, collaborating with legal staff, and court personnel to process the intake projects, and training the new hires and interns in the legal department.

Apart from the ability to multitask, and communicate well, applicants for this role are expected to possess a wide range of skills in the following ways – excellent English communication skills, with a good English accent, the ability to handle conflicting time demands, detail-oriented nature, the ability to work with databases, and online technological platforms, strong persuasion skills, critical thinking abilities, and experience working in a law firm. A law degree along with work experience is a mandatory requirement.

Looking for drafting your winning cover letter? See our sample Legal Intake Specialist Cover Letter.
Legal Intake Specialist Resume example

Legal Intake Specialist Resume

Objective : As a Legal Intake Specialist, responsible for Assessing income eligibility and determining whether we can assist by utilizing CED Laws objective scoring system and running conflict checks, Identifying and recommending a course of action including the scope of service to supervising attorneys assigning cases, Determining appropriate contract assignments for and convert cases from the intake pipeline to our case management system and assist directors and paralegals with closing out cases.

Skills : Critical Thinking, Legal, and Case Management.

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Description :

  1. Identified legal issues and the scope of the case to be able to assess the needs of the applicant.
  2. Developed and provided high-quality legal information tools, resources, and referrals for those we cannot serve, both in general and particularized to individuals’ situations.
  3. Identified flaws and inefficiencies in the intake system, collaborate with CED Law leadership to develop improvements, and implement those improvements.
  4. Managed and stayed on track with many discrete tasks.
  5. Identified gaps in our processes and develop systems to fill those needs.
  6. Worked on a hybrid model (the firm will provide a home office setup along with access to our office space in downtown Denver).
  7. Developed mastery of subject matter relevant to firm’s intake criteria.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's degree In Paralegal


Legal Intake Specialist Resume

Headline : As a Legal Intake Specialist, responsible for Entering new case information into the firm's lead management software and file management software, Assisting with marketing campaigns by sending materials to prospects and referral partners, Sending engagement letters, and obtaining payment from clients who engage our services, Receiving and making calls to leads provided by various sources.

Skills : Legal Research, MS Office, Team Work.

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Description :

  1. Exceeded targets for New Intakes Started and New Intakes Completed per Day within 30 days.
  2. Delivered an outstanding level of service that reflects favorably on our law firm customers and leaves a positive lasting impression on their potential clients.
  3. Ensured that your interactions with the lawyers and staff working for our law firm customers continue to leave them proud to have us representing their firm and delighted to be working with us.
  4. Ensured that all Pending Intakes were followed up within a timely fashion.
  5. Contributed to our culture of hard work, collaboration, and driving positive outcomes through your efforts and your interactions with our team.
  6. Performed intake interviews for all potential law firm clients who either called the firm or sent an inquiry through our website.
  7. Set up appointments for callers with the lawyers and assistants at the office.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Assistant Legal Intake Specialist Resume

Objective : As an Assistant Legal Intake Specialist, responsible for working directly with the firm director and Attorneys, skilling to turn a lead into a client. Worked with other departments within the Firm, the Intake Specialist may be tasked with special projects on an as-needed basis requiring direction and guidance by the Director and/or Attorneys.

Skills : Attorney, Leadership, Team Work.

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Description :

  1. Qualified leads by asking a set of established questions based on case type.
    Sent representation forms via electronic delivery to qualified leads and followed up on signature acquisition.
  2. Ensured a smooth transition of the lead to the legal teams once the representation form was signed.
  3. Updated the electronic case management system with the outcome and status of each lead effort.
  4. Maintained regular communication with referral partners, providing updates on lead status.
  5. Addressed any issues in connecting with the lead or signing new clients.
  6. Marked leads as signed and recorded the date of receiving the signed contract.
  7. Answered inbound phone calls and placed outbound calls with stellar customer service, professionalism, enthusiasm, and compassion.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Fresher
Education
Education
High School Diploma

Legal Intake Specialist Resume

Objective : As a Legal Intake Specialist, responsible for Surveying potential clients to determine the right fit with our practice while listening to all phone calls in an empathetic manner, Qualifying and screening leads for type of law and potential case score, Scheduling qualified leads for initial consultations, Ensuring all leads are properly directed through the intake process

Skills : Problem-Solving, Legal Database, Legal Management System.

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Description :

  1. Performed unbiased screening on all inbound phone calls for the potential client.
  2. Assessed and determined the viability of inbound phone calls during the client intake screening process;
  3. Obtained relevant documents and information from clients.
  4. Assisted in locating missing/unreachable clients as assigned by the Director.
  5. Exhibited compassion, empathy, and professionalism when communicating with potential and current clients.
  6. Worked alone or as part of a team. Paid very close attention to detail.
  7. Interviewed prospective clients by phone and email to become familiar with their cases.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Legal Intake Specialist Resume

Objective : As a Legal Intake Specialist, responsible for Effectively communicating through phone calls, texts, chats, and e-mails, Continuously following up with pending inquiries, Documenting voice messages, Taking accurate notes during the initial intake calls, Collecting and entering leads and client information in the case management system.

Skills : Legal Terminology, Problem-Solving, Communicational Skills, Team Work.

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Description :

  1. Responded to incoming phone calls and emails and made sure the right people received all important information.
  2. Managed incoming and outgoing mail and handled deliveries.
  3. Provided administrative support to other team members with data entry, paperwork, and photocopying. when needed.
  4. Greeted visitors, clients, and fellow employees when they arrived at the front desk and provided them with any necessary directions or information.
  5. Assisted all staff and performed general office tasks as requested.
  6. Performed some Legal Assistant duties as a backup when requested.
  7. Contacted every potential client & establish rapport with the client.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
High School Diploma

Legal Intake Specialist Resume

Summary : As a Legal Intake Specialist, responsible for Acting as the first point of contact for the business, Preparing fee agreements and following up to ensure all prospects sign the agreements, Requesting appropriate documents from qualified leads, Staying in contact with qualified leads who need to provide documentation, Updating the Firm's databases, reports, or spreadsheets to track incoming calls, leads qualified, consultations scheduled, referral sources, and other key metrics.

Skills : Team Work, Leadership, Reporting, and Legal.

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Description :

  1. Managed their time and multi-task effectively.
  2. Maintained composure and professionalism under pressure.
  3. Conducted basic research to investigate whether prospective clients’ claims have merit.
  4. Evaluated prospective clients’ claims to determine whether they were in line with the areas of practice and experience of the firm.
  5. Scheduled initial consultation appointments with attorneys for promising potential candidates.
  6. Onboarded new clients by filling out the necessary paperwork and putting together initial case files.
  7. Entered client information into computer systems.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Legal Intake Specialist Resume

Objective : As a Legal Intake Specialist, responsible for Interviewing and meeting with current and potential clients to address case-specific concerns and ascertain some case facts and case documents, Conducting potential new client interviews with genuine empathy and compassion.

Skills : Interpersonal Skills, Legal Terminology, Legal Document Management System.

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Description :

  1. Updated logs and reporting systems to reflect the status of all potential new clients; doing so with strong accuracy when entering the potential client’s contact information.
  2. Communicated with clients, witnesses, and other outside parties as requested or approved by attorneys.
  3. Worked with the attorneys to complete the initial consultation process. Followed instructions from the supervising attorney and executed accordingly.
  4. Assisted attorneys with administrative tasks related to opening new cases and maintaining databases.
  5. Updated case files on a daily basis. Maintained and organized electronic case files to ensure case documents were easily and promptly accessible to all team members.
  6. Coordinated awareness initiatives and fostered relationships with other attorneys alongside the marketing team in order to help grow our prospective client base.
  7. Responsible for Consistently monitoring all potential new client inquiries via email, Internet, phone, and referrals.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Freelancer
Education
Education
High School Diploma

Legal Intake Specialist Resume

Summary : As a Legal Intake Specialist, responsible for answering all incoming potential client calls as soon as possible, Recording the source/origination of all calls received, Corresponding with potential clients through texting, email, or web form applications as soon as possible, Preparing all new incoming client information/documentation for prompt client contact by our attorneys.

Skills : Legal, Interpersonal Skills, Customer Service.

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Description :

  1. Nurture existed and prior client relationships.
  2. Assisted with new clients retaining the firm for legal work.
  3. Uploaded signed contracts to the case management system.
  4. Entered all necessary basic information into the case management system.
  5. Directed all future calls or contact from the client to the legal teams.
  6. Contacted the Attorneys about whether we can accept a PNC’s case or not in a timely manner.
  7. Scheduled and dispatched investigators as needed.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
High School Diploma

Legal Intake Specialist Resume

Summary : As a Legal Intake Specialist, responsible for Conducting various tasks around the office such as managing spreadsheets, writing emails, faxing, copying, and transcribing notes to make sure all processes run smoothly, Supervising new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently, Listening and engaging with potential new clients while obtaining necessary information to determine if their legal case is one that our team can handle, coordinating appointment times with the various Attorney calendars.

Skills : Legal Terminology, Coordinational Skills, Team Work.

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Description :

  1. Built relationships with PNCs, establishing trust, a sense of comfort, and confidence in our organization’s ability to provide solutions for them.
  2. Answered phones and interacted with clients in the office.
  3. Gathered information to determine a prospective client’s needs.
  4. Communicated with various courts in the area. Drafted legal contracts.
  5. Sent letters to clients on behalf of attorneys
  6. Operated and updated customer relationship management (CRM) software.
  7. Evaluated prospective client inquiries and phone calls, analyzing their case fit and making sure they felt seen and heard.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma

Legal Intake Specialist Resume

Summary : As a Legal Intake Specialist, responsible for Screening potential new clients for conflicts of interest, Screening emails, the internet, and voicemails for potential clients, Carrying out initial client interviews with empathy and compassion, and Persistently monitoring all potential new client inquiries (email, internet, phone, and referrals), Immediately contacting every potential client and establish a relationship with client.

Skills : Legal Terminology, Communicational Skills, Interpersonal Skills, Verbal and Written Skills.

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Description :

  1. Updated logs and digital reporting system to reflect the status of all potential new clients.
  2. Collaborated with the team to complete the initial consultation process.
  3. Collected paperwork and entered data into our case management system to ensure a smooth onboarding for new clients and tidy management of case files.
  4. Helped foster prospective client streams by providing input into awareness and law firm partnerships initiatives alongside the marketing team.
  5. Learned the case types that we offer at the firm.
  6. Qualified each client for a potential case type based on communications and needs.
  7. Converted potential leads into clients. Regularly followed up with all potential leads to remind them of the value of our services.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
High School Diploma