Summary
Overview
Work History
Education
Skills
Timeline
Generic

KRISTI SMITH

AMORY

Summary

Dynamic Case Coordinator and Lead Intake Specialist with over 6 years of proven expertise in case management and client intake processes. Strong ability in compassionate communication, records management, and strategic process improvements that enhance team efficiency and client satisfaction. Proficient in analyzing case data to implement effective solutions that streamline operations while ensuring compliance, all with a commitment to delivering timely legal services to vulnerable populations. Results-oriented professional dedicated to fostering positive outcomes through innovative practices and empathetic support.

Overview

6
6
years of professional experience

Work History

Mass Tort Intake Specialist

Torticity, LLC
08.2023 - 01.2024
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.

CASE COORDINATOR/MANAGER FOR PERSONAL INJURY CASES

Torticity, LLC
01.2024 - 07.2025
  • Coordinate case management, achieving timely resolutions and enhancing client satisfaction.
  • Streamline processes to reduce case backlog, improving team efficiency.
  • Collaborate with legal teams to ensure comprehensive case documentation and compliance.
  • Analyze case data to identify trends and implement strategic improvements.
  • Support clients by addressing concerns and facilitating effective communication.
  • Safeguarded client confidentiality by adhering to strict privacy guidelines and maintaining secure records management practices.
  • Administered patient follow-up, data collection, clinical monitoring and coordination with primary health care providers.
  • Maintained detailed documentation of client interactions, services provided, and case outcomes for accurate record keeping and compliance purposes.

LEAD INTAKE SPECIALIST

MW Law Firm; Mama Justice
07.2019 - 05.2023
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Completed intake assessment forms and filed clients’ charts.
  • Offered compassionate and attentive guidance to clients during moments of crisis and trauma.
  • Coordinated referrals and direct support for new clients.
  • Explained eligibility requirements, application details, payment methods and applicants’ legal rights during intake assessment.
  • Investigated cases and obtained witness’ statements, photos taken by officers, looked for video evidence, and reviewed accident reports.
  • Streamlined client intake processes, enhancing efficiency and ensuring timely access to legal services for vulnerable populations.
  • Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
  • Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.

Receptionist/Intake Specialist

John Michael Bailey Atty. at Law
03.2019 - 06.2019
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.

Education

CERTIFICATION IN ACCOUNTING -

Itawamba Community College
Fulton, MS

HIGH SCHOOL DIPLOMA - undefined

Hatley School
Amory, MS

Skills

  • Case Management
  • Notary Public
  • Data Entry
  • Excel
  • Word
  • Group Instruction
  • Individual Instruction
  • Records Management
  • Progress Reporting
  • Critical Thinking
  • Compassionate Communication
  • Consultation
  • Advisement
  • Fact-Checking
  • Client Screening
  • Intake Assessment
  • Eligibility Requirements
  • Microsoft Office
  • Conflict Mediation
  • Data collection
  • Case documentation
  • Active listening strengths
  • Cross-functional collaboration
  • Patient care expertise
  • Patient care
  • Case oversight
  • Client assessment
  • Progress tracking
  • Excellent communication

Timeline

CASE COORDINATOR/MANAGER FOR PERSONAL INJURY CASES

Torticity, LLC
01.2024 - 07.2025

Mass Tort Intake Specialist

Torticity, LLC
08.2023 - 01.2024

LEAD INTAKE SPECIALIST

MW Law Firm; Mama Justice
07.2019 - 05.2023

Receptionist/Intake Specialist

John Michael Bailey Atty. at Law
03.2019 - 06.2019

HIGH SCHOOL DIPLOMA - undefined

Hatley School

CERTIFICATION IN ACCOUNTING -

Itawamba Community College

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