Client Intake Information Liaison

The Client Intake Information Liaison is responsible for following up on the initial intake Client call to assist in gathering, completing, and ensuring a seamless process for new clients prior to attorney assignment to ensure all necessary documentation and information are collected and organized at the start of a new client file. This role involves communication with potential clients, internal staff, and external entities to verify and process client details efficiently and accurately.

Key Responsibilities:

• Client Lead Management - Confirm completion of client leads from the previous day by sending coordinating with Client Intake Specialists, verification that the fee agreement is signed and dated.
• Client Communication - Review initial intake form; contact client to confirm all relevant demographic data (e.g. personal client data and documents, incident details and documents, etc.) set the tone for...