Intake Specialist

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Job location
616 Helena Ave, Ste 100
Helena, MT 59601
United States
Organization information
Organization name: 
Montana Legal Services Association
Street address: 
616 Helena Ave, Ste 100
Job type: 
Legal - Civil
Position Description: 

The Montana Legal Services Association has an opening for an Intake Specialist in its Helena office. This position is responsible for eligibility screening and referrals of clients for a statewide legal advice helpline, and may also provide telephone legal advice to clients throughout Montana. Applicants must demonstrate strong people skills and flexibility.

Specific Duties
• Answer incoming HelpLine calls.
• Conduct initial screening of all HelpLine calls.
• Determine if there is a legal aspect to a caller’s problem and summarize the issue.
• Open computer files for new clients and new cases.
• Mail HelpLine correspondence, client education and other literature to clients.
• Input data from on-line or paper applications.
• Scan and upload applications and client documents to MLSA’s case management system.
• Maintain calendars in the case management system and scheduling advice appointments with MLSA’s advocates.
• Develop and maintain knowledge of legal and social service agencies that can help both eligible and ineligible for MLSA’s services.
• Participate in organizational projects such as conducting client surveys and tracking data on an as needed basis or the MLSA Client and Community Outreach Group.
• Participate as a Live Help Navigator for MLSA’s website
• Assist with training MLSA’s Justice for Montanans Intake and Outreach members.
• Other duties as assigned.


• Associate’s Degree or equivalent educational experience.
• Excellent oral and written communications skills.
• Good listening skills.
• Strong interpersonal and verbal skills.
• Capacity to learn and adapt.
• High degree of computer data entry proficiency and accuracy.
• Call center experience a plus.
• Ability to travel, occasionally overnight.
• A commitment to providing high quality legal assistance to low-income people in Montana.
• Ability and willingness to work cooperatively and collegially within a decentralized statewide law firm.
• Proficient at the use of technology, including, but not limited to, word processing, spreadsheets, internet-based programs and computer-based legal research.
• Willingness to learn and further develop technology skills and abilities.
• Dependability, initiative and motivation and concern for the interests of the client.

To apply: 

Send a letter of interest, three professional references, and resume to [email protected].

MLSA offers an attractive benefits package, including health, dental, vision, and life insurance, retirement and educational loan repayment assistance. The Montana Legal Services Association is an Equal Opportunity Employer.
Salary range: 
$29,120 per year
Submission deadline: 
Thursday, November 30, 2017