What Makes a Great Controls Engineer: Skills and Qualities You Need to Succeed
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Intake Specialist

Cleveland

, Ohio $21.00/Hour
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Intake Specialist 
Cleveland, OH
$20-22/HR

The Intake Specialist  will play a crucial part in the client onboarding process, supporting the Intake Attorney in assessing potential cases while also assisting the Marketing Director with campaign tracking and outreach initiatives approximately one-quarter of the week. The position also includes general reception and administrative office support.

Intake Specialist Responsibilities:
  • Serve as the first point of contact for prospective clients via phone, web, and in-person inquiries
  • Collect and input detailed information related to potential personal injury claims
  • Conduct pre-screening interviews to determine case viability under attorney guidance
  • Schedule consultations and follow-up communications with leads
  • Maintain accurate records in the case management system
  • Ensure a smooth transition from intake to legal teams
  • Assist the Marketing Director with outreach tracking, campaign data entry, and lead source analysis
  • Monitor and report on intake trends related to marketing campaigns
  • Support execution of firm events or client engagement initiatives as needed
  • Answer incoming calls and greet visitors professionally
  • Handle mail, supplies, and general administrative tasks
  • Assist with calendaring and file organization
  • Provide backup support to other office staff as needed

Intake Specialist Requirements:
  • HS Diploma or GED
  • Prior experience in a legal, call center, medical office, or customer service setting preferred
  • Excellent verbal and written communication skills
  • Strong organizational abilities and attention to detail
  • Comfortable working in a fast-paced environment and multitasking
  • Proficient with Microsoft Office and/or legal case management systems
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What Makes a Great Controls Engineer: Skills and Qualities You Need to Succeed
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