Offer summary
Qualifications:
Proven experience as an Intake Specialist, High attention to detail and accuracy, Strong organizational skills, Excellent verbal and written communication skills, Familiarity with Clio case management software.
Key responsabilities:
- Serve as the initial point of contact for potential clients
- Conduct thorough intake assessments and screen inquiries
- Accurately input, maintain, and organize client data
- Provide excellent customer service and guidance
- Collaborate with attorneys for smooth case management transition