Legal Intake Specialist

Job Summary:

Reporting to the Manager – Legal Intake, the Specialist – Legal Intake is responsible for assisting with the process of file 

opening and managing new inherited files.  

Essential Duties and Responsibilities: 

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities 

as management may deem necessary.  

File Opening: 

• Understands file flow and assists with moving file inventory to demand review process. 

• Reviews criteria dependent diaries from files that are moved back into the work queue from the legal teams. 

• Verifies information in files through an automated process; provides manual review efforts and clean up. 

• Understands and adds correct codes to files creating the path to litigation team. 

• Maintains knowledge on client work standards in regard to compliance requirements. 

• Runs assigned reports in an effort to manage file flow and moving accounts to the demand effort. 

• Other responsibilities as assigned. 

Inherited Files: 

• Works assigned files dependent on legal status. 

• Assists with demand exception reports. 

• Other responsibilities as assigned. 

Required Skills/Abilities:  

• Must be able to manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus 

on compliance.  

• Individual must be proficient in the Microsoft Suite of products. 

• Must act with a sense of urgency while maintaining a high attention to detail. 

• Must be able to communicate effectively with staff at all levels within the organization. 

Education and Experience: 

• High school diploma (or equivalent) is required. 

• Prefer a Bachelor’s degree or 1-2 years’ experience in a legal profession. 

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer. 

• Frequently required to talk or hear, and use hand to type, handle, or touch objects. 

• Regularly required to stand and walk, and may be required to stoop, bend, or reach above the shoulders. 

• Must be able to occasionally lift up to 25 pounds at times. 

• Must be able to access and navigate each department at the organization’s facilities. 

Work Environment: 

The position is primarily hybrid/fully remote