Remote Data Entry & Intake Specialist Leader

Lawrence Webb

Intake Coordinator

716-***-**** ***********@*****.***

Legal Intake Sales Force Case Management Epic Microsoft Excel Clio SUMMARY

Legal Intake & Client Services Specialist with 15+ years of experience in legal, healthcare, and technology industries.

Skilled in intake assessments, personal injury claim support, case documentation, and client communi- cations.

Recognized for empathy, attention to detail, and ability to guide clients through sensitive processes while ensuring

efficient case management.

WORK EXPERIENCE

Solutions Team Lead, Milestone 5/2024 - 11/2025

- Performed detailed legal intake and client assessments for personal injury cases, gathering documenta- tion, and verifying case details.

- Acted as the first point of contact for clients, ensuring compassionate and professional communication between attorneys, clients, and external partners. Case Investigator, Public Consulting Group 9/2020 - 5/2024

- Conducted phone intake assessments and case evaluations for public health services.

- Collected and documented case information in compliance with county and state requirements.

- Provided health education and quarantine guidance in line with local health department protocols.

- Maintained accurate case data and reports using Microsoft Excel. Help Desk Analyst, Defi Solutions 06/2019 - 09/2020

- Resolved technical issues for PCs, laptops, and mobile devices to ensure uninterrupted productivity.

- Handled password resets, account access issues, and escalations requiring advanced support.

- Monitored, tracked, and routed service tickets in the Service Desk system. EDUCATION

Associates Degree in Human Services, Erie Community College 8/2005 - 01/2007

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