Legal Intake Specialist

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an Legal Intake Specialist to join our Atlanta office. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating information. The Legal environment is a fast-paced and deadline driven, so working with a sense of urgency is a must. Ideal candidates are tech savvy and able to quickly learn and adapt to new systems and processes. An assertive communication style and solid written/verbal communication skills are required. The Legal Intake Specialist communicates frequently with attorneys, either in writing or in-person. Proficiency in Microsoft Office is required. The hours for the position are generally from 9am to 6pm in the office.The following set of success factors describe the characteristics of those who are successful in our Firm:Helpful, Congenial, Personable, PositiveUnpretentious, Approachable, Respectful, Team OrientedAccountable, Takes Ownership, Corrects MistakesOrganized, Timely, Confidential, Responsive (within 24 hours) Job Responsibilities and Essential DutiesWorks within Upfront (SAP billing system) each day to ensure matters are opened properly in accordance with FMG standardsCommunicates 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 informationWorks proactively, with a systems mindset, to eliminate conflict issues down the lineInputs 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 numbersCross references insurance carrier guidelines and attorney correspondence with clients to ensures assigned case rates are correct, update rates on existing matters as necessaryClearly and quickly communicates the pertinent details of a case, upon requestCloses requested matters, monitors supplemental party request filingsDrafts, responds, and communicates with potential clients when necessaryEvaluate each intake workflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completenessAsks thoughtful questions regarding the facts provided in Upfront ensuring that the information provided is in alignment with the system’s requirementsWork 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 outcomesOther duties as assigned RequirementsAccuracy and attention to detail is essential along with an understanding of how the role affects the overall system and legal processAbility to multi-task, prioritize and effectively manage a busy deskProficiency in data entry, processing, researching, cross-referencing and validating dataAbility to produce accurate work in fast-paced environment with strict deadlinesMaintains a courteous and professional demeanor, with a positive attitudeExceptional written and communication skills, track record of error free communicationAbility to work with and maintain confidential and sensitive informationDemonstrates consistent focus and when managing repetitive tasksExcellent critical thinking and problem-solving skills, thinks things through before actingExperience in initial case management duties such as setting up initial files, entering data, and obtaining additional information when necessaryComfortable with navigating and exploring new computer systems- computer literateAbility to learn quickly and can solve problems or navigate in unfamiliar systems with little instruction. Education and ExperienceBachelor’s Degree Required- Degree in Library Science, or other Data Management and research focused degree programs are preferred, Business Administration Degrees consideredComputer savvy and experience with Microsoft Office (Word, Excel, Teams, etc.) requiredExperience using an SAP based system with conflict or billing software experience a plusKnowledge of the administrative legal process in the insurance defense space a plusExperience providing excellent customer service and understands good customer service principles What we offer youCompetitive compensationComprehensive benefits package, including medical, dental, and visionHSA and FSA plans available for employees and dependentsWork-life balanceGenerous PTO policy401K plan including a 3% Employer Safe Harbor contributionFirm paid life insurance and long-term disabilityEmployee Assistance ProgramYear-end bonuses and referral fee programs Freeman Mathis & Gary, LLP (FMG) is committed to providing equal employment opportunities to all applicants and employees by maintaining a workplace free of discrimination based on race, color, religion, sex, national origin, age, disability, genetic information, or any other protected status as provided by law. FMG complies with all applicable federal, state, and local laws. This position is subject to our drug‑free workplace policy, which includes the ability to pass a pre‑employment drug screen. Employees may be subject to reasonable‑suspicion drug testing in accordance with Firm policies outlined in the Employee Handbook.