Professional Intake Specialist with significant experience in managing client interactions and administrative duties. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in communication, problem-solving, and data management, ensuring efficient and effective client service. Known for reliability and flexibility in supporting organizational goals.
Work History
Intake Specialist /Intake Manager
10 Months
NeJame Law | 10.2025 - Current
Streamlined intake processes, enhancing workflow efficiency and reducing turnaround time for case assessments.
Conducted comprehensive client interviews to gather essential case information and documentation.
Evaluated client needs to determine appropriate legal services and resources available.
Collaborated with attorneys to ensure accurate documentation and adherence to legal standards.
Streamlined intake processes to enhance operational efficiency and reduce turnaround times.
Facilitated team meetings to discuss workflow enhancements and share best practices among staff.
Implemented quality assurance measures to maintain high standards in the collection and processing of client information during the intake phase.
Managed complex calendars, scheduling meetings and appointments with attention to priority and detail.
Acted as liaison between departments, facilitating communication and collaboration on key projects and initiatives.
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Legal Intake Specialist
1 Year 6 Months
Rubenstein Law | 03.2024 - 09.2025
Conducted detailed client intake interviews, gathering and documenting case facts with accuracy and confidentiality.
Screened potential cases for eligibility and routed them to appropriate attorneys or departments.
Explained legal processes and firm policies to clients in a clear,professional manner.
Managed a high volume of calls and inquiries with empathy in sensitive situations.
Entered and maintained client records using case management systems (Litify, Prevail, Genesys).
• Delivered bilingual support to serve a diverse client base.
Legal Receptionist
1 Year 11 Months
Carney Law Firm | 03.2022 - 02.2024
Welcomed clients and visitors, creating a professional front-office environment.
Answered and routed calls on a multi-line phone system, scheduled appointments, and maintained attorneys' calendars.
Prepared, proofread, and organized legal correspondence, case files,and confidential documents.
Managed filing systems (electronic and paper) to maintain accurate and up-to-date records.
Coordinated with attorneys and staff to ensure smooth daily office operations.
Handled sensitive information with discretion and adhered to confidentiality standards.
Provided bilingual communication to assist a diverse client base.
Office Assistant
3 Years
Eddie's Glass Services | 01.2019 - 01.2022
Coordinated front desk operations by greeting clients, handling multi-line phone systems, and directing inquiries to relevant staff, ensuring efficient communication and service delivery.
Scheduled appointments, maintained calendars, and coordinated office communications.
Performed administrative duties including data entry, filing, scanning,and document preparation.
Supported daily office operations by organizing supplies, processing mail, and assisting with general office upkeep.
Assisted with client communications, providing courteous and professional service.
Maintained accurate records and ensured confidentiality in handling sensitive information.
• Collaborated with team members to support workflow efficiency and improve office organization.
Education
Bachelor of Science - Criminal Justice Administration
University of Phoenix | Online | 05-2028
Administrative Assistant Certificate
Penn Foster College | Scottsdale, AZ
High School Diploma
Bloomingdale High School | Valrico, FL
Skills
Client documentation
Case management
Empathetic communication
Data entry
Multi-line phone systems
Microsoft office
Client eligibility screening
Client relations
Critical thinking skills
Employee training
Quick learner
Fast learner
Office management
Languages
Spanish
Timeline
Intake Specialist /Intake Manager
NeJame Law
10.2025 - CurrentRead More
Legal Intake Specialist
Rubenstein Law
03.2024 - 09.2025Read More
Legal Receptionist
Carney Law Firm
03.2022 - 02.2024Read More
Office Assistant
Eddie's Glass Services
01.2019 - 01.2022Read More
University of Phoenix
Bachelor of Science from Criminal Justice Administration