Legal Intake Specialist

CAPPS LLC• Remote, WI, US, WI
•$17 - $18•Hybrid

About The Position

The Legal Intake Specialist reports to the Manager – Legal Intake and assists with opening files and managing new inherited files. The role supports file flow into the demand review process, reviews files returned to the work queue by legal teams, verifies and cleans up file information, applies appropriate file codes, and helps maintain compliance with client work standards. The Specialist also works assigned inherited files based on legal status and assists with demand exception reports.

Requirements

  • Manage shifting priorities in a fast-paced, results-driven environment while maintaining a focus on compliance.
  • Proficiency in Microsoft Suite products.
  • A sense of urgency and high attention to detail.
  • Effective communication with staff at all levels within the organization.
  • High school diploma or equivalent.

Nice To Haves

  • Bachelor’s degree.
  • 1–2 years of experience in a legal profession.

Responsibilities

  • Understand file flow and assist with moving file inventory to the demand review process.
  • Review criteria-dependent diaries from files moved back into the work queue from legal teams.
  • Verify file information through automated processes and perform manual review and cleanup.
  • Apply correct codes to files to create the path to the litigation team.
  • Maintain knowledge of client work standards and compliance requirements.
  • Run assigned reports to manage file flow and move accounts to the demand effort.
  • Work assigned files according to their legal status.
  • Assist with demand exception reports.
  • Perform other responsibilities as assigned.
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