Client Intake Specialist

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🕒 May 11

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Frost Brown Todd

1001 - 5000 employees

Founded 1919

With more than 600 attorneys strategically located in key markets across the United States, Frost Brown Todd is a national law firm offering a deep, talented roster of legal professionals who advise and protect clients in business transactions and litigation in many industries, including:

📋 Description

• Review, analyze and process electronic client intake forms • Communicate with the firm's Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports • Conduct conflicts searches using the firm’s database systems • Review and process information gathered from conflict searches and generate corresponding reports • Prepare clear and concise summaries of conflict search results • Identify and report performance issues with client intake and conflicts software • Collaborate with the billing team to maintain accurate and up to date client and matter data, including contact information, billing attorney assignments, and originating credit

🎯 Requirements

• Bachelor’s Degree preferred, or equivalent combination of education and relevant experience • Minimum three years of experience in research • Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases • Ability to develop and execute search strategies to obtain accurate results from electronic databases • Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data • Strong customer service skills, with the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations • Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence • Strong attention to detail, with accurate and efficient data entry skills • Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables • Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment

🏖️ Benefits

• Health care coverage (medical, dental, and vision) • Life insurance • Short- and long-term disability • Paid parental leave • Employee wellbeing and EAP programs • Paid time off • 401(k) retirement plan with employer matching and profit-sharing

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