Intake Specialist

Job Description

Do you enjoy helping people connect with the tools and resources they need? Are you an excellent listener with an attention to detail? Then a position as an Intake Specialist might be the service-minded role perfect for you.

Attorneys rely on Intake Specialists to take potential plaintiffs’ calls and review the facts of their claims.

The first voice a plaintiff hears when he or she enters the legal process is often from an Intake Specialist. This empathetic voice can speak intelligently about what’s to come after a claim is filed. Intake Specialists reassure clients who are confused, hurt or scared and ask thoughtful questions to gain as much relevant legal information as possible.    

An Intake Specialist must be a skilled multitasker, coordinating schedules and communications for the entire legal team. They must also possess strong clerical skills since they’ll be doing tasks such as keeping different case files in order. 

Typical Duties and Responsibilities

  • Screen incoming calls and emails to the law firm
  • Review and record potential clients’ claims by phone and email
  • Submit claims to the attorney for review
  • Schedule appointments between potential clients and legal staff
  • Process and file necessary paperwork from the client and legal staff
  • Coordinate schedules for clients, lawyers and staff
  • Obtain signatures and other essential qualifiers from clients
  • Serve as a “friendly face” and “friendly voice” of the firm

Education and Background

This position requires a high school diploma or GED, but many law firms prefer candidates with a bachelor’s degree in data management, criminal justice, behavioral science, or a similar field. 

Skills and Proficiencies

  • Proficiency using Microsoft Office Suite
  • Strong listening and interviewing skills
  • Proficiency using standard office equipment 
  • Ability to console and advise distressed callers
  • Excellent customer service skills
  • Ability to multitask and organize in a fast-paced environment

Compensation

According to Payscale the median annual salary of an Intake Specialist with

1 Year of Experience:

  • Orlando, Florida: $36,000
  • Tampa, Florida: $44,000
  • Jacksonville, Florida: $42,000
  • Miami, Florida: $53,000
  • Atlanta, Georgia: $48,000
  • Chicago, Illinois: $43,000
  • Houston, Texas: $45,000
  • Los Angeles, California: $59,000
  • New York City, New York: $60,000
  • Seattle, Washington: $50,000
  • Overall: $44,000

5 Years of Experience:

  • Orlando, Florida: $43,000
  • Tampa, Florida: $50,000
  • Jacksonville, Florida: $45,000
  • Miami, Florida: $63,000
  • Atlanta, Georgia: $55,000
  • Chicago, Illinois: $60,000
  • Houston, Texas: $50,000
  • Los Angeles, California: $70,000
  • New York City, New York: $69,000
  • Seattle, Washington: $60,000
  • Overall: $55,000 

Similar Job Titles

  • Client Intake Specialist
  • Document Intake Specialist
  • Law Firm Intake Specialist
  • Intake Coordinator
  • Outreach and Intake Specialist

Career Path

Becoming an Intake Specialist starts by earning a high school diploma or GED, although some employers also require a bachelor’s degree in behavioral science, data management, or a similar field. 

A proven track record of solid work experience in the legal system or an intake setting can compensate for the lack of a degree. 

Position Trends

Although nothing can replace the value of in-person appointments, sometimes face-to-face meetings are difficult to arrange — if not impossible — between claimants and the legal team. Fortunately, new smart apps like Zoom are making telecommunications and video calling more accessible than ever. Intake Specialists will need to stay on top of emerging technologies to meet potential clients’ needs and ensure every claimant feels seen and heard.

Job Outlook

Competition for Intake Specialist positions will remain steep for the foreseeable future. According to the U.S. Bureau of Labor Statistics, employment opportunities for all administrative assistants (including Intake Specialists) are projected to decrease seven percent through 2028.

Typical Hours

The work hours for an Intake Specialist are typically from 9 a.m. to 5 p.m. Monday through Friday in an office setting.

Where You Can Find Jobs

  • 4 Corner Resources
  • Career Builder
  • Glassdoor
  • Indeed
  • LinkedIn
  • Monster 
  • Law Jobs
  • Law Crossing

Are You Interested in Becoming an Intake Specialist?

We will connect you to one of our headhunters or recruiters to see if you are a perfect fit for one of our job openings. If a job opening does not suit you, we will always keep you in mind as new positions open up. We have vast experience connecting professionals with some of the most well-known organizations in the country. Your next job or career path can be right around the corner. Check out our latest job openings and our blog for career advice.

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