Intake Specialist

Summary

Join ConnectOS, a top-rated Philippines employer, and work as an Intake Specialist for an experienced employment law litigator. You will manage client intake, provide administrative support, create marketing content, assist with billing, and collaborate with the team. The position offers a competitive hourly rate and requires prior experience as an intake specialist in a law firm, strong communication skills, and familiarity with LEAP case management software. Experience with Clio and content creation is a plus. The schedule is 9:00 AM - 3:00 PM EST.

Requirements

• Prior experience as an intake specialist in a law firm (preferably in litigation)
• Strong communication skills, with the ability to handle client interactions professionally
• Familiarity with LEAP case management software
• Ability to train and help improve processes for client intake
• Detail-oriented, organized, and able to multitask in a fast-paced environment

Responsibilities

• Manage the client intake process, ensuring a smooth and professional experience
• Answer incoming phone calls and provide initial consultation screenings
• Assist in revamping and optimizing the intake process for efficiency
• Create engaging content for blog posts related to employment law topics
• Design marketing graphics using Canva
• Develop PowerPoint presentations for firm use
• Assist with generating invoices and processing client billing
• Utilize LEAP for billing and case management
• Assess the nature of each case and effectively triage to the appropriate person(s)
• Collaborate with managing attorney and staff to ensure seamless referrals and handovers
• Demonstrate excellent verbal and written communication skills in interactions with clients and internal teams
• Provide clear and concise information to clients and colleagues
• Collaborate with department heads and other team members to ensure a cohesive and coordinated approach to client services
• Participate in regular meetings to discuss ongoing cases and share relevant information

Preferred Qualifications

• Experience with Clio
• Background in CLIO and LEAP
• Experience with content creation, including writing blog posts, designing graphics, and preparing PowerPoint presentations