Client Services & Legal Intake Specialist

Brit Lindell

Billings, Montana

Phone: 406-***-**** Email: ****************@*****.***

Professional Summary

Highly driven Client Services and Legal Intake professional with a demonstrated ability to manage high-volume client interactions, support legal teams, and maintain exceptional standards of professionalism in sensitive environments. Known for building immediate trust with clients, gathering critical case information, and ensuring attorneys receive organized, actionable case files. Brings strong leadership experience, advanced interpersonal communication skills, and a deep commitment to client advocacy. Adept at balancing operational efficiency with compassionate client care in fast-paced legal and service environments. Seeking to contribute strong intake, case support, and organizational expertise within a mission-driven legal practice or professional organization. Core Competencies

Legal Client Intake & Case Screening

Legal Document Preparation & File Organization

Case Management Software (Clio, MyCase, Filevine)

Client Relationship Management (CRM)

Calendar & Deadline Coordination

Confidential Records & Sensitive Case Handling

Microsoft Office & Document Formatting

High-Volume Client Communications

Team Leadership & Staff Development

Customer Satisfaction & Conflict Resolution

Professional Experience

Legal Intake Coordinator

Heenan & Cook, PLLC — Billings, MT

July 2025 – Present

Serve as the primary intake professional for a fast-paced law office, managing the first interaction between prospective clients and the legal team while ensuring attorneys receive complete, well-organized case information.

● Conduct in-depth client interviews to gather critical case facts and evaluate eligibility for legal services.

● Manage high-volume phone, email, and online inquiries while maintaining professionalism and empathy with clients facing difficult legal situations.

● Coordinate attorney consultations and maintain detailed calendars to ensure efficient case flow.

● Draft client communications, legal forms, and preliminary documentation under attorney supervision.

● Organize and maintain case files, exhibits, and supporting documentation for attorney review and case preparation.

● Track and maintain client data within case management systems to ensure accuracy and accessibility.

● Coordinate collection of records from clients, medical providers, insurance carriers, and third-party entities.

● Maintain strict confidentiality while handling highly sensitive legal and personal information. Sales Associate

Famous Footwear — Billings, MT

October 2024 – Present

● Deliver high-quality customer service while guiding clients through purchasing decisions and current promotions.

● Build positive customer relationships through product knowledge and personalized assistance.

● Maintain store presentation and organization to support an efficient retail environment. Canvass Office Lead

MT AFL-CIO — Billings, MT

February 2024 – November 2024

Directed daily field operations for a large voter outreach initiative while recruiting, training, and managing canvassing teams.

● Recruited, trained, and supervised canvass staff while ensuring adherence to campaign strategy and policy.

● Motivated and coached teams to meet aggressive outreach goals and maintain quality engagement with the public.

● Coordinated field operations and actively participated in community outreach efforts.

● Successfully fulfilled the full term of this temporary role through completion of the election cycle.

Assistant Manager

Famous Footwear — Billings, MT

September 2023 – April 2024

● Supervised staff operations while supporting sales goals and daily store management.

● Resolved customer concerns and ensured a positive shopping experience.

● Assisted with inventory control, merchandising standards, and operational efficiency. Legal Intake Professional

Reciprocity Industries, LLC — Billings, MT

August 2021 – May 2024

Served as the first point of contact for clients seeking legal assistance in highly sensitive and complex matters.

● Conducted detailed intake interviews to gather information and evaluate potential legal claims.

● Scheduled attorney consultations and maintained organized intake records.

● Managed confidential client information in compliance with strict legal and ethical standards.

● Provided compassionate communication while assisting individuals reporting traumatic experiences.

Voter Registration Organizer

Forward Montana Foundation — Billings, MT

February 2019 – June 2019

● Managed a team of 20+ volunteers, interns, and fellows in a statewide voter outreach initiative.

● Organized canvassing operations, community events, and voter registration drives.

● Achieved the highest voter registration rate per capita nationally during the contract period. Education

Pre-Engineering Coursework

MSU Billings — Billings, MT

2016 – 2017

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