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Intake Coordinator

Debellis Catherine Morreale Buffalo, NY (Onsite)
Experience:
Avoidant Personality Disorder
Aging
ECT
Racial Justice Allied
Milieu
Research Facilities/Labs/Clinical Trials

About Job

Intake Coordinator - Fully On-site
Job Summary:
The Intake Coordinator is responsible for accurately entering and managing data related to new matter setups within the company. This role ensures all information is properly entered into the system to support timely usage by timekeepers and the billing department.
Essential Functions:
Data Entry and Maintenance:
  • Accurately input data for new matter setups.
  • Regularly update and maintain databases to ensure records remain current and error-free.
Quality Control:
  • Verify data accuracy by cross-checking source documents and resolving discrepancies.
  • Conduct regular audits and quality checks to ensure compliance with company standards.
Collaboration:
  • Work closely with Legal Assistants to gather required information and streamline data collection for new clients, new cases.
  • Troubleshoot data-related issues by coordinating with relevant departments.
Documentation:
  • Maintain detailed documentation of data entry procedures and system changes.
  • Generate reports as needed for management review and operational planning.
Process Improvement:
  • Partner with the Librarian to identify opportunities for process automation and enhance data accuracy.
  • Recommend workflow changes to improve efficiency.
  • Cross-train with other Accounting department roles as needed.
  • Perform administrative tasks as required.
  • Perform other related duties as assigned.
Education/Experience:
  • High school diploma or equivalent required.
  • Additional certification in data management, legal studies, or administration is a plus.
  • Experience in a legal or professional office setting performing administrative, records, billing, or data entry tasks preferred.
  • Familiarity with client/matter intake processes or document management systems is desirable.
Knowledge/Skills:
  • Excellent attention to detail and strong organizational skills.
  • Understanding of common legal terms and distinctions between practice areas.
  • Quick learner with the ability to multitask and manage multiple client accounts or matters while maintaining accuracy.
  • Proficiency in Microsoft Office products.
  • Familiarity with law firm software, data entry systems, spreadsheets, and database management is a plus.
  • Strong communication skills and the ability to work effectively in a team environment.
  • Ability to meet tight deadlines while maintaining high accuracy levels.
  • High degree of professionalism when handling client interactions and billing issues.
  • Knowledge of maintaining confidentiality in line with legal industry standards, especially with sensitive client information and billing data.
    The base salary range for this role is $47,500 to $50,000. This base salary range represents the low and high end of the base salary range for this position. The actual base salary offered will vary based on various factors and may go higher based on exceptional experience.

Professional Field

professional badgeOther Behavioral, Mental, or Healthcare Field

Patient Focus

Diagnoses

Avoidant Personality Disorder

Issues

Aging

Age Groups

Preteens/Tweens (11-13)

Therapeutic Approach

Methodologies

ECT

Practice Specifics

Populations

Racial Justice Allied

Settings

Milieu
Research Facilities/Labs/Clinical Trials
Home Health/In-home
Forensic