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Freeman Mathis & Gary, LLP · 17 hours ago

Legal Intake Specialist

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

$26/hr - $30/hr

Freeman Mathis and Gary, LLP is a rapidly growing national specialty litigation firm seeking a Legal Intake Specialist to join their Atlanta office. The role involves managing the intake process for new clients, ensuring accurate information is collected and communicated to attorneys, while maintaining a fast-paced and deadline-driven environment.

Consulting

Responsibilities

Works within Upfront (SAP billing system) each day to ensure matters are opened properly in accordance with FMG standards

Communicates efficiently and concisely with Legal Assistants and Attorneys regarding possible issues related to the matter opening process and follow up with obtaining complete and accurate information

Works proactively, with a systems mindset, to eliminate conflict issues down the line

Inputs new client information and works quickly and accurately to get case matter numbers assigned so that the attorneys can begin billing time to those matter numbers

Cross references insurance carrier guidelines and attorney correspondence with clients to ensures assigned case rates are correct, update rates on existing matters as necessary

Clearly and quickly communicates the pertinent details of a case, upon request

Closes requested matters, monitors supplemental party request filings

Drafts, responds, and communicates with potential clients when necessary

Evaluate each intake workflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness

Asks thoughtful questions regarding the facts provided in Upfront ensuring that the information provided is in alignment with the system’s requirements

Work with Conflicts and Billing Teams to ensure matters are being maintained as required

Ability to build relationships with people in various departments, including Attorneys, Management and Staff to ensure proper outcomes

Other duties as assigned

Qualification

Microsoft OfficeSAP billing systemData entryCritical thinkingCommunication skills

Required

Accuracy and attention to detail is essential along with an understanding of how the role affects the overall system and legal process

Ability to multi-task, prioritize and effectively manage a busy desk

Proficiency in data entry, processing, researching, cross-referencing and validating data

Ability to produce accurate work in fast-paced environment with strict deadlines

Maintains a courteous and professional demeanor, with a positive attitude

Exceptional written and communication skills, track record of error free communication

Ability to work with and maintain confidential and sensitive information

Demonstrates consistent focus and when managing repetitive tasks

Excellent critical thinking and problem-solving skills, thinks things through before acting

Experience in initial case management duties such as setting up initial files, entering data, and obtaining additional information when necessary

Comfortable with navigating and exploring new computer systems- computer literate

Ability to learn quickly and can solve problems or navigate in unfamiliar systems with little instruction

Bachelor's Degree Required- Degree in Library Science, or other Data Management and research focused degree programs are preferred, Business Administration Degrees considered

Computer savvy and experience with Microsoft Office (Word, Excel, Teams, etc.) required