Client Intake Specialist Job in Los Angeles CA Near Me, 9720002

Practice Setting:

Law Firm

Location:

Los Angeles, CA

Job Title:

Client Intake Specialist in Los Angeles, CA

Job Type:

Law Firm Non Legal Department

Job Tags:

Insurance Litigation Software

Experience Level:

Min 2 yrs required

Remote Job:

Job Description:

Job Title
Client Intake Specialist

Job Responsibilities
The Client Intake Specialist is responsible for managing the intake process within the law firm, ensuring the organization and tracking of new client data, and processing new matter memos. Key responsibilities include:
- Conducting conflict checks for new clients for attorneys in the local office
- Receiving and organizing case documents and correspondence required for the new matter process
- Creating litigation hold letters for attorney approval if the new client is a litigation matter
- Processing new matter memos for the local office and entering them into the Aderant software application
- Verifying correct rates for clients by reviewing matter descriptions and practice areas
- Reviewing and confirming client billing addresses, contact information, and adjuster contact information, if applicable
- Assigning new client matter numbers and uploading new matter memos and respective documents to iManage

Education and Experience Information
- Experience with LawTime, Aderant, or equivalent accounting software is preferred
- One to two years of experience in a legal/law firm environment is preferred
- Proficiency in using Microsoft Office applications

Additional skills and attributes required include:
- Attention to detail and ability to multitask
- Proactive work ethic
- Excellent communication and organizational skills
- Strong problem-solving skills, initiative, and good judgment
- Ability to adapt based on shifting priorities
- Ability to be a self-starter and work with minimal supervision

Salary Information
Minimum Salary: USD $55, per year
Maximum Salary: USD $60, per year

Additional Information
The law firm offers competitive compensation and a range of benefits, including medical, dental, vision, life insurance, 401k with employer contribution, sick and vacation time. There are also excellent opportunities for growth and advancement while working with a collaborative team. The law firm is not accepting search firm submissions for this position.