Hi, I’m
Edison Cui
Legal Intake Specialist
Quezon City
Summary
Experienced in gathering client information, insurance, and billing details, coordinating schedules and appointments, ensuring forms have the proper signatures and are filled out correctly, answering and taking notes of incoming inquiries via phone, fax, or email, following up with clients and sharing vital information while maintaining confidentiality
Overview
2
years of professional experience
Work History
Worldwide Recruiting
Legal Intake Specialist
02.2025 - 10.2025
Job overview
- Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
- Collect paperwork and enter data into the case management system to ensure a smooth onboarding for new clients and tidy management of case files
- Take charge of various office tasks such as email correspondence, document management, data organization, and research to make sure the firm is running at peak efficiency
- Set appointments for potential clients that meet the criteria to keep lawyers’ schedules organized and grow caseload
- Coordinate awareness initiatives and foster relationships with other attorneys alongside the marketing team in order to help grow prospective client base
Legal Soft
Legal Intake Specialist
03.2024 - 01.2025
Job overview
- Client Screening and Qualification: Evaluate potential clients and cases to determine if they are a good fit for the law firm's practice areas and expertise.
- Information Gathering: Conduct preliminary interviews and collect essential client and case details, including key facts, documents, and contact information.
- Case Management: Maintain accurate records of client interactions and case information using CRM systems, ensuring compliance with firm policies.
- Attorney Coordination: Facilitate seamless handoffs to attorneys, scheduling consultations, and providing them with complete case information.
- Communication: Answer client questions, explain processes and next steps, and provide a professional, welcoming introduction to the firm.
- Worked comfortably under pressure with tight deadlines in a fast-paced environment.
Neolytix
Senior Associate Practice Concierge
07.2023 - 01.2024
Job overview
- Prepares and assembles medical record documentation/charts for physicians
- Ensures medical record compliance by self-documentation attestation
- Updates patient history, physical exam, and other pertinent health information for the patient
- Prepares and sends other documentation to the physician for review and approval via authentication of detailed data entry and facility-specific procedures
- Performs other clerical duties and tasks to improve provider productivity and clinic workflow as assigned
- Demonstrate understanding necessary to assess, review and apply criteria
- Complies with hospital and medical facility policies, including those relating to HIPPA and Joint Appointment setting responsible for identifying potential clients, scheduling and appointment for a follow-up either in-person or telehealth
Education
Global Institute of Management And Technology
Bachelor of Arts from Computer Technology
05.2001
Skills
Professionalism
Timeline
Legal Intake Specialist
Worldwide Recruiting
02.2025 - 10.2025
Legal Intake Specialist
Legal Soft
03.2024 - 01.2025
Senior Associate Practice Concierge
Neolytix
07.2023 - 01.2024
Global Institute of Management And Technology
Bachelor of Arts from Computer Technology
05.2001