Source Job

$1,142–$1,220/mo
US

  • Manage inbound calls and guide clients through the intake process.
  • Ensure accurate capture of critical information.
  • Support legal operations by organizing client data and preparing engagement letters.

CRM Data Entry Communication Organizational Time Management

9 jobs similar to Intake Specialist

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$1,245–$1,350/mo
US

  • Calendar deadlines and appointments and regularly check upcoming due dates
  • Schedule consultations and manage client appointments
  • Conduct intake conversations with new and prospective clients

Job Duck connects ambitious individuals with remote job opportunities with US-based employers. They value a positive work environment and have been Great Place to Work Certified every year since 2022.

LATAM

  • Accurately input case data into Clio and maintain organized digital files.
  • Monitor court dockets and calendar key deadlines.
  • Prepare template-based draft documents for attorney review using Microsoft Word.

This growing solo law practice focuses primarily on personal injury matters in Florida, with additional caseload in criminal defense, wills and trusts, business formation, real estate, and immigration. They are scaling and developing as a firm while looking for reliable professionals to join them in a long-term relationship with room to grow.

US

  • Initiate courtesy calls to clients upon case assignment, providing detailed explanations of the reduction process.
  • Meticulously log phone calls, case statuses, and documents into the online document management software.
  • Ensure the efficient linkage of releases onto Litify, confirming PIP benefits, and validating damages with a complete provider list.

The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering employees to deliver real results for clients and values faith, accountability, leadership, loyalty, and service.

US Canada

  • Own timely responses across inbound channels including website forms, email, live chat, and LinkedIn.
  • Qualify inbound leads and route opportunities appropriately across enterprise and SMB/mid-market segments.
  • Schedule discovery and demo calls for account executives.

Retell AI is using voice AI to reimagine the call center. They have scaled to $60M ARR with a team of 40 people and are backed by Y Combinator, Alt Capital, and other leading investors.

$17–$17/hr
US

  • Answer incoming calls for new claims
  • Make outgoing calls for messages received regarding new claims
  • Enter new claim information into the client website

ClaimsPro LP is an international programs group that handles a variety of claims including auto physical damage and property damage. They are Canada's largest privately owned provider of insurance services empowering employees with the tools and technology to provide clients with the highest quality of service.

  • Serve as the primary point of contact for clients throughout the intake and treatment phases of the case.
  • Maintain frequent communication with clients regarding treatment status, property damage, case progression, and outstanding needs.
  • Coordinate with medical providers regarding appointments, treatment status, records, and billing requests.

The Ward Law Group is recognized as one of the Best Places to Work. They serve their community with compassion and excellence, empowering employees to deliver real results for clients in a collaborative, innovative, and high-accountability environment.

US

  • Intake, analyze, validate and categorize appeals hearings case documentation.
  • Coordinate and schedule hearings with the Hearing Officer and Legal professionals.
  • Escalate issues found in case files to Paralegal staff and/or Hearings officer.

Empower AI provides federal agency leaders with AI tools to elevate their workforce's potential. They have three decades of experience solving complex challenges in Health, Defense, and Civilian missions.

US

  • Serve as the point of contact for new client referrals and guide families through the intake process.
  • Obtain insurance benefit information and assist families with understanding their plan details.
  • Collaborate with cross-functional team members to ensure optimal service delivery.

LEARN Behavioral is dedicated to nurturing children with autism and special needs to lead resilient and fulfilling lives. They specialize in evidence-based applied behavior analysis, delivering personalized treatment plans, and have 20 years of clinical insights.