Haley Perez Baker
Marietta,GA
Summary
Detail-oriented Legal Intake Specialist skilled in client onboarding, case documentation, and bilingual communication. Proven ability to manage high volumes of client leads while streamlining intake processes and fostering professional relationships.
Overview
1
1
Language
3
3
years of professional experience
Work History
Legal Intake Specialist
The Dressie Law Firm
2025.01 - Current
- Conduct comprehensive client intake interviews and independently evaluate prospective matters against firm case-acceptance criteria.
- Manage 150+ prospective client leads monthly, guiding qualified clients through the intake, signing, and onboarding process.
- Gather, review, and organize case documentation, including police reports, insurance information, medical records, photographs, and required legal agreements.
- Coordinate the assignment of retained cases to appropriate case managers and attorneys, supporting efficient case workflow and transitions.
- Train and mentor new intake staff, including employees with no prior legal experience, on firm procedures, intake processes, and client communication.
- Develop and maintain professional relationships with referral law firms, medical providers, and other referral partners.
- Conduct referral-source audits to ensure accurate information, documentation, and adherence to firm procedures.
- Provide bilingual English/Spanish client support while maintaining professionalism, accuracy, and compassionate communication.
Receptionist
Beyond Pets Animal Hospital
2024.06 - 2024.12
- Managed front desk operations, greeting clients and directing them to appropriate staff.
- Scheduled appointments using practice management software, optimizing clinic workflow.
- Responded to client inquiries, providing information on services and procedures.
- Maintained accurate patient records and processed billing information efficiently.
- Managed multiple tasks and met time-sensitive deadlines.
- Provided English-Spanish interpretation for Spanish-speaking clients, veterinarians, and veterinary technicians to facilitate accurate communication regarding appointments, services, and patient care.
Daycare Teacher
Primrose Schools
2023.06 - 2023.12
- Developed and implemented age-appropriate lesson plans to foster early childhood development.
- Facilitated daily activities promoting social, emotional, and cognitive skills in young children.
- Collaborated with parents to discuss child progress and address developmental concerns.
- Monitored classroom environment to ensure safety and compliance with health regulations.
- Created a safe, organized, and supportive environment while managing multiple responsibilities and addressing behavioral and interpersonal concerns.
Education
High School Diploma -
Braswell High School
Denton, TX05.2020
Skills
- Intake interviews
- Case evaluation
- Client Onboarding
- Case Documentation
- Records review
- Insurance Verification
- Referral Source Development
- Workflow coordination
- Intake Staff Training
- Bilingual English/Spanish
- Legal terminology proficiency
- Microsoft Office Suite
- Client communication
Languages
Spanish
Native or Bilingual
Timeline
Legal Intake Specialist
The Dressie Law Firm
2025.01 - Current
Receptionist
Beyond Pets Animal Hospital
2024.06 - 2024.12
Daycare Teacher
Primrose Schools
2023.06 - 2023.12
High School Diploma -
Braswell High School