Legal Intake Specialist open to new opportunities
Demonstrated experience with Customer Service & Client Relations.
Demonstrated experience with Administrative Support & Data Entry.
Demonstrated experience with Microsoft Office (Word, Excel, Outlook).
Demonstrated experience with CRM Software (Salesforce, Zendesk).
The Parzivand Law Firm
Conduct client intake interviews for potential employment law, discrimination, retaliation, and wage cases.. Draft and send consultation or questionnaire emails to clients from Texas, such as severance, retaliation, or case-specific forms.. Maintain accurate client records, including notes on employment issues, discrimination, wrongful termination, unpaid wages, and hostile work environment claims.. Follow ups with clients about the intake process, expected timelines, and documentation needed for attorney review.
Goldberg & Loren
Conduct intake interviews for new clients and maintain case files.. Draft and send emails to clients, insurance companies, and attorneys.. Serve as a Spanish-English translator during attorney-client meetings.. Organize case information and schedule appointments for QME evaluations.. Provide follow-ups to clients regarding case status and updates about workers' compensation in California.
Oclinicals
Managed inbound and outbound calls to schedule medical appointments. Provided email support and handled inquiries using Zendesk.. Assisted in back-office operations, ensuring smooth workflow.
Law School
Hello guys, my name is Daniel. I am 25 years old, and a quick introduction about myself is that I have experienced almost about eight years working as an agent, as in a customer service agent, sales representative, appointment book, scheduling appointments. And as well, I worked with intake specialists and illegal assistants. So yeah, it would be an honor for me to work with you guys. Thank you very much.
Hello guys, my name is Daniel. I have 25 years old. A little bit about myself is that I have experience almost eight years being an agent, as in customer service agent, as in sales representative, appointment specialist as well. And I work as a legal intake and as in legal assistant as well. So I will be more than happy to work with you guys. And yeah, it's a pleasure. Thank you for having me.
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