Friedman Williams
Intake Specialist Baltimore MD
Job ID: 19941
Job Title: Intake Specialist
Location: Baltimore, MD| Job Type: [Full-Time]
Practice Area: Personal Injury & Workers’ Compensation
Job Summary:
We are seeking a dedicated and compassionate Intake Specialist to be the first point of contact for prospective clients. This role is pivotal in creating a positive first impression and ensuring a smooth onboarding experience for individuals seeking legal representation. The ideal candidate will be a clear communicator, detail-oriented, and capable of handling sensitive information with empathy and discretion.
Key Responsibilities:
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Client Interaction: Serve as the primary contact for potential clients via phone and email, responding to inquiries with professionalism, warmth, and urgency.
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Case Evaluation: Conduct thorough initial screenings to collect and assess case details, particularly for personal injury and workers’ compensation matters.
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Data Management: Enter, update, and manage accurate client data in the firm’s case management software.
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Team Collaboration: Coordinate closely with attorneys and paralegals to ensure a seamless handoff from intake to case development.
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Customer Service: Deliver compassionate, client-centered service by addressing questions, explaining procedures, and offering reassurance throughout the intake process.
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Documentation: Draft, send, and track engagement agreements and other intake-related documents to facilitate client onboarding.