Intake specialist at Get Linked Up, LLC:
Intake Specialist (Independent Contractor)personal injury:
Requirments: C1-C2 level English

Must have own computer, internet, all equipment

Must be able to read and write in english

Must be looking for growth and what a career

Summary:
We are seeking a detail-oriented and highly organized Intake Administrator to support a busy law firm by managing and organizing incoming client data collected by Intake Specialists. This position plays a critical role in maintaining the accuracy and integrity of the client intake process by capturing and organizing information using Excel and other administrative tools.

Primary Responsibilities:
Organize, input, and maintain intake data collected by Intake Specialists into Excel spreadsheets and internal databases.

Create, update, and manage multiple Excel workbooks and templates to track case status, client information, lead sources, and other key metrics.

Review intake notes and case details to ensure accuracy, completeness, and consistency in recorded data.





Maintain real-time tracking logs of prospective and active clients, ensuring data is categorized appropriately for attorney review.

Generate reports and summaries based on intake data for internal use and performance tracking.

Support legal and intake teams by preparing organized summaries and spreadsheets for attorney consultations and follow-ups.

Flag incomplete or inconsistent data and coordinate with Intake Specialists to resolve any discrepancies.

Assist in refining and improving data collection workflows and Excel templates to enhance efficiency.

Handle administrative duties related to document tracking, electronic filing, and secure data storage.

Ensure compliance with privacy and confidentiality policies at all times.

Skills & Qualifications:
Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, conditional formatting, data validation, etc.) is required.

Minimum of 2 years of experience

📌 Intake Specialist Personal Injury (Cartagena)
🏢 Get Linked up
📍 Cartagena