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Herbert
Intake Specialist
Contato
Competências
Proficient in Filevine and Lead Docket for case management, documentation, and client intake.
Delivered comprehensive client support across legal and BPO roles, ensuring client needs were met effectively.
Utilized Slack, VoIP systems, and client communications to facilitate clear, professional interactions.
Skilled in Microsoft Word, Excel, and PowerPoint for documentation, reporting, and presentations.
Formação acadêmica
Idiomas
Resumo
Dedicated professional with over 5 years of expertise in legal client intake, case management, and customer support across law firms and BPO environments. Proven ability to streamline processes, manage multiple client cases, and train teams on software tools.
Principais conquistas
- Streamlined client intake processes and case management workflows at two law firms, improving efficiency.
- Managed high-volume client communications and case updates, maintaining clear and professional support.
- Trained new agents on legal software and intake procedures, enhancing team onboarding capabilities.
Experiência
Intake Specialist
Served as the first point of contact for potential clients for a US-based personal injury law firm., Conducted initial case screenings for auto accidents, lemon law, and workers' compensation claims., Created and managed new client leads, gathering all necessary information for attorney...
Legal Assistant
Provided comprehensive customer service and administrative support for a high-volume Florida law firm., Responsible for creating new client cases, ensuring all documentation was accurate and complete., Assigned cases to the appropriate attorneys and managed case progression using legal software.,...
Customer Service, Sales & Support Roles
Held progressive roles in customer service, technical support, back-office operations, and sales for major international companies., Developed strong skills in client communication, problem-solving, de-escalation, and team supervision.