Legal Intake Specialist

Job Summary:

Reporting to the Manager – Legal Intake, the Specialist – Legal Intake is responsible for assisting with the process of file

opening and managing new inherited files.

Essential Duties and Responsibilities:

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities

as management may deem necessary.

File Opening:

• Understands file flow and assists with moving file inventory to demand review process.

• Reviews criteria dependent diaries from files that are moved back into the work queue from the legal teams.

• Verifies information in files through an automated process; provides manual review efforts and clean up.

• Understands and adds correct codes to files creating the path to litigation team.

• Maintains knowledge on client work standards in regard to compliance requirements.

• Runs assigned reports in an effort to manage file flow and moving accounts to the demand effort.

• Other responsibilities as assigned.

Inherited Files:

• Works assigned files dependent on legal status.

• Assists with demand exception reports.

• Other responsibilities as assigned.

Required Skills/Abilities:

• Must be able to manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus

on compliance.

• Individual must be proficient in the Microsoft Suite of products.

• Must act with a sense of urgency while maintaining a high attention to detail.

• Must be able to communicate effectively with staff at all levels within the organization.

Education and Experience:

• High school diploma (or equivalent) is required.

• Prefer a 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 hand to type, handle, or touch objects.

• Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders.

• Must be able to occasionally lift up to 25 pounds at times.

• Must be able to access and navigate each department at the organization’s facilities.

Work Environment:

The position is primarily hybrid/fully remote