Intake Specialist

• Guide potential clients through the intake process outside traditional business hours
• Collect critical case information accurately
• Request, track, and follow up on medical records
• Conduct intake interviews and gather detailed information from potential clients
• Maintain organized records to support case progression
• Receive, review, and organize client documentation
• Assist with case management tasks during non-peak periods
• Review documentation and support overnight operations

Intake and Case Management Specialist

• Conduct intake interviews and gather detailed information from potential clients
• Support the progression of cases by maintaining organized records
• Receive, review, and organize client documentation
• Request, track, and follow up on medical records
• Assist with case management tasks during non peak periods
• Provide exceptional support to potential clients outside of traditional business hours
• Guide individuals through the intake process
• Ensure critical case information is collected accurately
• Help maintain the smooth flow of overnight operations

Intake and Case Management Specialist II

• Serve as the primary point of contact for client calls, emails, and social media inquiries
• Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through intake
• Build rapport, follow up on inquiries, and support conversion of leads into retained clients
• Meet monthly sales and consultation targets
• Manage calendars, inboxes, communications, and deadlines
• Provide day-to-day operational support to the management team
• Maintain accurate client records in CRM systems, including interactions, follow-ups, and intake progress
• Apply knowledge of U.S. legal processes and terminology when communicating with clients and coordinating consultations
• Identify and escalate inquiries requiring attorney review or legal guidance
• Potentially complete a short video assessment simulating a role-specific scenario

Client Intake Specialist

• Answer incoming calls within 5 seconds
• Respond to inquiries within 8 business hours
• Make warm calls to prospective clients
• Conduct consultative sales conversations
• Close over-the-phone sales opportunities
• Qualify leads and protect attorney time
• Build rapport and understand prospective clients' situations
• Determine whether the firm is the right fit
• Guide qualified prospects toward scheduling or retaining legal services
• Prepare client agreements and supporting documentation
• Maintain accurate CRM records
• Learn and utilize technology platforms
• Balance administrative tasks with excellent client service
• Deliver an exceptional client experience on every interaction

Intake Specialist I

• Handle incoming calls from prospective patients and families
• Build rapport and create a supportive, professional first interaction
• Ask questions to understand callers’ needs and circumstances
• Guide qualified prospects through the intake and admissions process
• Explain next steps and help callers move forward where appropriate
• Handle sensitive, emotional, and difficult conversations calmly and professionally
• Follow up with prospective patients over several days or weeks
• Maintain accurate lead information and follow-up activity in the CRM
• Track conversations, next steps, and outstanding information
• Enter detailed and accurate notes into the CRM/EMR
• Keep patient and prospect information organised and up to date
• Document conversations and next steps clearly
• Ensure complete handoffs to the weekday admissions team
• Follow established intake and documentation procedures

Weekend Intake & Admissions Specialist

• Contact new referrals promptly and efficiently, ideally within established response time targets
• Guide families through the onboarding and intake process from referral to service initiation
• Provide exceptional customer service and support throughout the intake journey
• Maintain accurate and complete client records and documentation
• Coordinate with staffing, scheduling, and case management teams to facilitate successful onboarding
• Track referral progress and ensure all intake requirements are completed
• Follow up with families regarding documentation, appointments, and onboarding requirements
• Maintain confidentiality and compliance with healthcare documentation standards
• Support intake reporting and administrative workflows
• Ensure a positive experience for families while meeting productivity and performance targets

• Respond promptly and professionally to new enquiries from prospective families
• Speak with parents seeking ABA services for their children
• Provide a compassionate, patient, and reassuring first point of contact
• Gather and accurately record relevant intake and family information
• Explain the intake process clearly and professionally
• Follow up consistently with prospective families
• Maintain regular communication throughout the intake process
• Identify suitable enquiries and help move them through the appropriate intake stages
• Maintain accurate and up-to-date records in relevant systems
• Ensure information is captured accurately and handled professionally
• Balance responsiveness and efficiency with sensitivity to each family's circumstances
• Communicate professionally with internal teams regarding prospective families and intake status
• Ensure prospective families receive timely updates and clear next steps