Legal Intake Specialist Job Description

Customer Service Skills for Medical Intake Specialists

An intake specialist is the first person a new patient, client or family will meet. The specialists will speak with the person and their families to determine what services are needed and then lead them to the right area. Intake specialists are usually employed in the health care field, but they can also work in legal offices, mental health clinics and other environments that need pre-screening.

Intake specialists are tasked with gathering specific information whether it is in a legal or care environment. A legal intake specialist is a person who gathers information from new and prospective clients for law firms. They record the client's history and why they are seeking legal services.

Medical history, criminal history, event reports and investigation findings may be included. Specialists are able to give reassurance to clients who are confused, hurt or scared and ask thoughtful questions to get as much relevant legal information as possible. Intake specialists ask a variety of questions to obtain the patient's medical history, physical and mental state, special requirements and needs.

In a legal setting, specialists record the client's history and why they are seeking legal services. Medical history, criminal history, event reports and investigation findings may be included. Medical intake specialists make an average of $32,054 per year.

If you are an RN, you can expect a higher salary. Strong written and verbal communication skills are required for an intake specialist to interact with patients and their families. You must be able to listen and speak.

The Client Intake Specialist for a California Law Firm

The intake specialist is the central point of contact for all new walk-in clients and most returning clients to the IRC. A consumer advocacy law firm in Santa Monica is looking for a Legal Intake Specialist to join its growing team. The ideal person for the job.

A law firm is looking for a legal intake specialist. Are you a person who helps people? Ready to be part of a fast-growing community.

The Intake Specialist is usually the first to contact the patient. The position involves extensive contact with patients and the medical community. The Intake Specialist is an important part of generating new business for the Firm and must deal with legal matters when they hear it.

The Intake Specialist must have the ability to turn. The Intake Specialist's main goal is to place calls to new and existing patients. Legal and ethical compliance is an essential duty of each employee.

Client Intake in Law Firms: A Case Study

Client intake in law firms is the process of getting personal information for new clients. The client intake process can be very time consuming for solo and small firm attorneys. It is also an unbillable one.

A streamlined client intake is important for making a good first impression clients and keeping your practice running efficiently. Here is everything you need to know about creating a strong client intake process for your law firm, including an overview of the client intake stages, some best practices, and thoughts around online and automated client intake processes. The process of getting new clients to fill out an intake form is only part of the process of getting new clients.

New clients are usually not introduced to your law firm until after they have signed on. Lawyer-client relationships are important, so it is important to start them off right. During the client intake process, show that you are listening to your future clients and that you are also making the process as simple as possible for them.

A good client intake process should be easy for your client, efficient for your staff, and have a personal touch that shows you care. The easiest way to waste time is to not know if a client is a good fit. Lawyers love to help, but not every problem or person is a match for your practice area, workload, or firm size, and it's ok to say no to those who would better served elsewhere.

For an even more streamlined process, look for an end-to-end solution like the Clio Suite, which allows you to use the two softwares together, and where the law practice management is handled by the same company. Potential clients should not fall through the cracks. Break your client intake process into stages, such as not yet contacted, needs follow-up, or take form pending, for a clear picture of which clients you need to take action on.