Law Firm - Legal Intake Specialist - Juliana

Juliana

Legal Intake Specialist

YEARS OF

EXPERIENCE

I am a dedicated Legal Intake Specialist with 6 years of experience providing essential support in the legal field. My role involves managing client intake processes, gathering necessary documentation, and ensuring that all legal information is accurately recorded and organized. I have developed expertise in client communication, conducting initial consultations, and assessing cases to determine eligibility for legal services. I am highly organized and adept at managing multiple tasks efficiently while ensuring that clients receive the highest level of service and care. I am committed to ensuring a seamless intake process and facilitating the effective functioning of legal teams.

Main Skills

Accounts Receivable

ASPEL

Balancing Accounts

Cash flows

Cash Management

External Audit

Work Experience

Legal Intake Specialist (Jan 2022 – Present)
→ Manage the intake process for new clients, conducting initial consultations to gather information and assess case viability.
→ Screen potential clients to determine eligibility for services, ensuring they meet necessary criteria.
→ Communicate with clients regarding documentation requirements, appointment scheduling, and case updates.
→ Organize and maintain client records, ensuring that all documentation is accurate and securely stored.
→ Collaborate with attorneys and legal staff to ensure timely and efficient processing of new cases.

Legal Intake Specialist (Jan 2019 – Dec 2021)
→ Facilitated the intake of new clients by collecting personal, legal, and financial information to determine eligibility.
→ Conducted thorough follow-up with clients to ensure the timely submission of required documentation and information.
→ Assisted clients in understanding legal processes and ensured they were prepared for upcoming appointments with attorneys.
→ Processed legal forms and documents, ensuring accuracy and compliance with regulatory standards.
→ Provided administrative support to legal teams, including managing case files and preparing intake reports.

Legal Assistant (Jan 2018 – Dec 2018)
→ Supported attorneys in organizing and preparing case files for new clients.
→ Handled basic client inquiries and scheduled consultations with legal staff.
→ Assisted in maintaining an organized filing system for all client documentation.
→ Conducted research on client cases and helped in the preparation of legal documents.

Education

Bachelor’s Degree in Paralegal Studies(Jan 2012 – Jun 2017)

Juliana

Location

Accounts Receivable

ASPEL

Balancing Accounts

Cash flows

Cash Management

External Audit

Work Experience

Work Experience

Education

Education

1. Fill Out The Form

2. Receive Candidates

3. Hire With
Ease

Industries

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Juliana

Location

Accounts Receivable

ASPEL

Balancing Accounts

Cash flows

Cash Management

External Audit

Work Experience

Work Experience

Education

Education

1. Fill Out The Form

2. Receive Candidates

3. Hire With Ease

Industries​

About

Hire Talent

Resources

Privacy Policy

Terms & Conditions

3. Hire With
Ease

Industries