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Legal Intake Specialist

Legal Intake Specialist DISC Chart

Job Summary

A legal intake specialist receives and qualifies new and prospective clients for law firms. They are responsible for managing the processes of onboarding new clients and evaluating incoming streams of claims and potential clients both on the phone and in person. A legal intake specialist works with lawyers to schedule meetings, coordinate screening surveys and collect paperwork, and may work with marketing to provide support on outbound lead generation initiatives. Legal intake specialists monitor the phones at the office at a law firm.

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Personality types of a Legal Intake Specialist

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more
D

low D - Planner

Like to take time making decisions
I

low I - Supporter

Likes to work alone
S

high S - Stabilizer

Likes to have structure
C

high C - Rule Follower

Likes following rules

Behavioral Qualities for a Legal Intake Specialist

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Methodical. Orderly and systematic.
  • Attentive. Caring for details and demands.
  • Relaxed. Unrushed and calm under pressure.
  • Organized. Structured and methodical.

Motivators for a Legal Intake Specialist

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Altruistic: A caring drive to benefit and support others. To tend to the altruistic drive, assign tasks that provide immediate help to clients.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, give them procedures to follow and allow them to create their own structures as needed.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, provide opportunities for them to learn more about the legal industry.

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