Christina D.

I am a Legal intake specialist who turns first calls into signed clients. I believe in client endorsement for quality and clear communication. I support personal injury and consumer law firms by screening and qualifying potential clients, scheduling consultations, and keeping the attorney's calls, calendar, and inbox organized, so the legal team can focus on the case. I guide clients through intake paperwork and sign them up in Salesforce and Litify. WHAT I HANDLE • Client intake, case screening and conflict-check details • Consultation scheduling, reminders and follow-up • Inbound and outbound calls, email, chat and Slack • Attorney calendar and inbox management • Pre-litigation support: notices of representation, verification of representation and document gathering • Billing follow-up, onboarding and process tracking for remote teams • Confidential client information, handled with care and HIPAA awareness PROOF • 6,300+ hours of legal intake and law firm call center work, 7,000+ hours and $60K+ earned across all Upwork contracts • 5.0 ratings on three contracts, including rep onboarding and probation tracking (337 hours) • A client called me an experienced, talented intake specialist who offers helpful process improvement insights • 60 to 70 inbound calls a day in a high-volume healthcare scheduling role, with patient privacy protected TOOLS Salesforce, Litify, Slack, Clio, Filevine, MyCase, Lawmatics, DocuSign, Google Workspace HOW I WORK People often reach out after an injury or during a stressful time. I keep the tone calm and reassuring, gather the right details the first time, and pass the attorney a clean, complete file. I communicate clearly, follow through, and work independently in a remote setting. AVAILABILITY Hours per week and time zones, for example: Available 40 hours a week, US Eastern hours