Legal Intake Specialist

Overview

Reporting to the Manager – Legal Intake, the Specialist – Legal Intake assists with the process of file opening and manages new inherited files.

Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties as management may deem necessary.

File Opening

• Understands file flow and assists with moving file inventory to the demand review process.
• Reviews criteria-dependent diaries from files moved back into the work queue from the legal teams.
• Verifies information in files through an automated process; performs manual review efforts and cleanup.
• Understands and adds correct codes to files, creating the path to the litigation team.
• Maintains knowledge of client work standards related to compliance requirements.
• Runs assigned reports to help manage file flow and move accounts to the demand effort.
• Other responsibilities as assigned.

Inherited Files

• Works assigned files based on legal status.
• Assists with demand exception reports.
• Other responsibilities as assigned.

Required Skills & Abilities

• Ability to manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus on compliance.
• Proficiency in the Microsoft Suite of products.
• Ability to act with a sense of urgency while maintaining high attention to detail.
• Effective communication with staff at all levels within the organization.

Education & Experience

• High school diploma (or equivalent) is required.
• Preferred: Bachelor’s degree or 1–2 years’ experience in a legal profession.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Frequently required to talk or hear, and use hands to type, handle, or touch objects.
• Regularly required to stand and walk; may be required to stoop, bend, or reach above the shoulders.
• Must be able to occasionally lift up to 25 pounds.
• Must be able to access and navigate each department at the organization’s facilities.

Work Environment

• Primarily hybrid/fully remote.