Legal Intake Expert I Legal Assistant I Case Manager

As a Freelance Bookkeeper, I have worked with different clients. I handled financial transactions, maintained accurate records, prepared financial statements, and worked closely with accountants. I am also attentive to detail, organised, and proficient in using Quickbooks online to help me manage my day-to-day tasks as a bookkeeper.

Calling patient. Scheduling an appointment callback, sending text and email notifications about the lawsuit, and qualifying a patient by asking questions to check if a client is qualified for a specific lawsuit Checking if a client meets the criteria per partner law firm. Sending electronic documents to the patient's email that they need to sign via DocuSign. Setting proper expectations for each patient about the whole process of the lawsuit and what to expect moving forward. To add, I also have knowledge about clients filings for disability claims.

Skilled Legal Intake Specialist with more than 3+ years of experience working in law firm industry. I am skilled in managing the onboarding of new clients, turning them into new customers, and raising brand recognition.