The Intake Specialist offers support, advocacy, information, and referrals to applicants for services, clients, and the general public. The position will serve as the initial point of contact for MLSA clients and the intake specialist will respectfully interview potential applicants for legal services who may be under stress of legal action, elicit factual information from applicants, analyze the type of legal problem presented to determine whether MLSA may assist, or whether a referral is appropriate, and evaluate legal need and financial eligibility of the applicant. The intake specialist may also provide pro se “in one’s own behalf” assistance to individuals throughout Montana.
- Answer incoming HelpLine calls and perform interviews of applicants for legal services.
- Determine the legal needs and financial eligibility of the applicant for program services.
- Accurately enter data and scan and upload documents into MLSA’s case management system.
- Input data from on-line or paper applications.
- Mail HelpLine correspondence, civil legal education and other literature to individuals.
- Maintain calendars in the case management system and schedule advice appointments with MLSA advocates as appropriate.
- Develop and maintain knowledge of legal and social service agencies.
- Participate as a Live Help Navigator for MLSA’s website www.MontanaLawHelp.org.
- Provide back up to the front desk to greet and assist walk-in clients
- Assist with training MLSA’s Justice for Montanans members.
- Other duties as assigned.
- Commitment to social justice, diversity, equity, and inclusion.
- Commitment to providing high quality legal assistance to low-to-moderate income Montanans.
- Ability to respond to clients in a calm, empathetic and professional manner while courteously directing the conversation to the pertinent issues.
- Associate’s Degree or equivalent professional experience, preferred.
- Excellent oral and written communications skills; excellent listening skills.
- Strong analytical and problem-solving skills. Capacity to follow written and oral instructions carefully.
- High degree of computer data entry proficiency and accuracy.
- Comfortable using technology and learning new programs to aid legal service provision. Proficient at the use of technology, including, but not limited to, word processing, spreadsheets, internet-based programs and computer-based legal research.
- Ability to remain calm and helpful in a fast paced, high stress environment.
- Prolonged periods sitting at a desk and working on a computer.
- Ability to travel, occasionally overnight.
- Ability and willingness to work cooperatively and collegially within a decentralized statewide law firm.
- Ability to maintain confidentiality, and to exercise discretion and good judgment.