Virtual Intake Specialist
An intake specialist is responsible for managing the intake of new clients for a law firm. This may include conducting initial consultations, reviewing potential cases, and determining whether or not the firm will take on the case. The intake specialist must be able to quickly assess each situation and make an informed decision. To be a good intake specialist, you need to be able to think on your feet and have excellent people skills. Some law firms require bilingual help to manage intake because of the clientele they have that may only speak Spanish or some other language.
Scale Up Staffing is a leader in recruiting legal intake staffing.
Intake Specialist Responsibilities
Answering incoming calls
Reviewing potential cases
Lead follow up
Conducting initial consultations with potential clients
Calling incoming leads
Determining whether or not the firm will take on the case
Negotiating fees and retainers