Intake Specialist

in Orlando
, FL
Reference: 19-03676

Basic Duties:

  • Field all referred in cases
  • Maintain client contact until declined or signed up
  • Back up for Internet and Dan Newlin calls
  • Declination letters
  • Update ATO with new information
  • Work with Intake Attorney on referred out cases

Main Duties & Responsibilities:

  • Greet all calls with enthusiasm and eagerness to assist
  • Respond to all calls (potential clients, outside firms, outside agencies) with accuracy and courtesy
  • Appropriate in all discussions with potential clients ensuring that service is within the realm of position duties
  • Clearly, thoroughly and effectively present information in written and oral form
  • Escalate issues for further assistance as necessary
  • Accurately document all intakes, evidence, information, etc. into computer systems via Captorra, CP and Outlook
  • Ensure all documentation to clients, referrals sources, outside agencies is factually accurate and without grammatical errors
  • Consistently maintain professionalism and respect the rights of all internal and external customers


  • Exhibit strong organizational, planning and time management skills
  • Able to multitask and prioritize appropriately in order to meet job demands and deadlines
  • Demonstrate flexibility for changes in processes and responsibilities
  • Able to work independently
  • Show consistency in all work assignments
  • Show an eagerness to learn new systems and procedures within the firm
  • Show a cooperative spirit and work as a team player