Legal Intake Specialist
Core
First point of contact for individuals seeking guidance about Social Security Disability benefits, conducting intake conversations and gathering sensitive personal and medical information.
Role type
Legal Intake Specialist
Builds
Client intake records and case screening for Social Security Disability benefits
Domain
Legal services / Social Security Administration
Deliverable
client delivery
Required skills
Intake interviewing, case screening, data entry, CRM management, confidentiality compliance, high-volume call handling, bilingual communication
Preferred skills
Law firm or call center experience, knowledge of SSDI/SSI programs
Technologies
CRM platforms, case management systems
Responsibilities
Conduct detailed intake interviews to collect medical and employment information; Screen prospective cases against Social Security Disability eligibility guidelines; Explain the disability benefits application and appeals process; Answer incoming calls and respond to online inquiries; Schedule consultations and conduct follow-ups; Enter and maintain accurate client information in CRM systems; Maintain strict confidentiality per HIPAA requirements.
Seniority
Entry-level to Mid-level, hands-on IC
