client intake coordinator

Law Office of Matt Liebenhaut, PLLC

We are a team of legal professionals who take our work much more seriously than we take ourselves. We want someone in this position who shares the same values as we do, understands the importance of hard work, and has a passion for helping others. Your primary responsibility will be to facilitate the firm's client intake process under the supervision of the firm's client intake coordinator and partners. You will be the first point of contact for clients so it is vital that you have outstanding communication skills, a professional demeanor, and a positive attitude. Demonstrated proficiency in Microsoft Office is a must.Requirements: - High school diploma and legal ability to become notary public (clean criminal background) - Excellent communication and interpersonal skills - Proficient in using Microsoft Office applications - Previous experience in a customer service role is preferred - Ability to multitask and prioritize tasks - Strong attention to detail and organization are a mustPay and Benefits: Full-Time - $18.00-$19.00/hour 401(k) Retirement Account with Matching Employee Health and Dental Insurance AvailableJob Type: Full-timePay: $18.00 - $19.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Vision insurance</li></ul>Work Location: In person

Assistant Client Intake Coordinator

Jones Law Firm PC

About UsJones Law Firm, P.C. is one of Colorado&rsquo;s premier family law firms, known for excellence, integrity, and a client-first approach. For more than 25 years, we&rsquo;ve helped families navigate life&rsquo;s most challenging transitions with clarity and compassion. Our team of attorneys, paralegals, and client service professionals work together in a collaborative, fast-paced environment that values precision, professionalism, and heart.We&rsquo;re growing quickly and are looking for an Intake Specialist who embodies warmth, empathy, and attention to detail. You&rsquo;ll play an important role in helping prospective clients take their first step toward resolving their legal matters.The OpportunityWe are seeking a professional and detail-oriented Intake Specialist to be the first point of contact for individuals reaching out to our firm. This position plays a key role in identifying potential new clients (PNCs) who are a good fit for our legal services and ensuring a smooth, efficient intake process from first contact through consultation scheduling.What You&rsquo;ll Do<ul><li>Screen and Pre-Qualify Leads</li><li>Explain the Firm&rsquo;s Process for Intake and Engagement</li><li>Initiate the Pre-Engagement Glidepath</li><li>Capture information in the Contact Relationship Management (CRM) System and Lead Tracker spreadsheet</li><li>Follow up with PNCs the do not schedule or attend an initial consultation</li><li>Prepare New Client Welcome Packets for PNCs who engage the Firm</li></ul>You&rsquo;ll Excel in This Role If You Are<ul><li>Professional, polished, and empathetic.</li><li>An excellent communicator who enjoys helping people and solving problems.</li><li>Detail-oriented with strong organizational skills.</li><li>Comfortable with technology and quick to learn new tools.</li><li>Energized by a fast-paced, mission-driven environment.</li></ul>Qualifications<ul><li>Associate&rsquo;s Degree, or equivalent work experience, required</li><li>Customer Service experience, required.</li><li>Experience working in a law firm is an asset.</li><li>Real life experience and a few &ldquo;battle scars&rdquo; to give you empathy and understanding is an asset.</li></ul>Why Join Jones Law Firm<ul><li>Collaborative, high-performing team culture.</li><li>Meaningful work that directly impacts families in our community.</li><li>Opportunity to grow within a respected and expanding firm.</li><li>Beautiful new office in Greenwood Village with on-site amenities.</li></ul>Job Type: Full-timePay: $23.00 - $25.00 per hourExpected hours: No less than 40 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Phone etiquette: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Greenwood Village, CO 80111 (Required)</li></ul>Work Location: Hybrid remote in Greenwood Village, CO 80111

Client Intake Specialist

Ventura Law

About Ventura LawFounded in 1957, Ventura Law is an established and growing law firm dedicated to providing exceptional legal support, compassionate client service, and a collaborative team environment. We are seeking a Client Intake Specialist to join our team in our Danbury, CT office. This position plays a vital role in welcoming new clients, supporting them through challenging times, and ensuring they receive the care and attention they deserve from their first interaction with our firm.About the RoleAre you bilingual (Spanish or Portuguese) and passionate about helping people? Do you have a knack for connecting with others over the phone, listening carefully, and gathering important details? Do you take pride in giving clients a positive experience and making them feel understood and supported? If so, this may be the perfect opportunity for you.As a Client Intake Specialist, you will be the first point of contact for potential clients. You&rsquo;ll speak with individuals facing difficult situations, help assess their needs, and ensure they receive timely and accurate support. This position requires empathy, attention to detail, and strong organizational skills in a fast-paced environment.Key Responsibilities<ul><li>Conduct intake screenings for potential clients.</li><li>Gather, document, and input client information into the firm&rsquo;s case management system.</li><li>Prepare and send letters to potential clients for cases that will not be retained.</li><li>Assist with Personal Injury Case Intake follow-up, including requesting and tracking police reports and Freedom of Information Act (FOIA) requests.</li><li>Communicate professionally and compassionately with clients, attorneys, and other staff.</li><li>Manage multiple priorities and deadlines with accuracy and efficiency.</li><li>Maintain confidentiality and uphold Ventura Law&rsquo;s standards of service and professionalism.</li></ul>Qualifications<ul><li>Bilingual required: Portuguese or Spanish</li><li>Excellent verbal and written communication skills.</li><li>Strong attention to detail, organization, and follow-through.</li><li>Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).</li><li>Ability to identify, analyze, and solve problems within scope of responsibilities.</li><li>Ability to adapt to changing work environments, priorities, and management styles.</li><li>Team-oriented mindset with a positive and professional attitude.</li></ul>Equal Employment OpportunityVentura Law is proud to be an equal opportunity employer. We recruit, hire, train, and promote without regard to race, color, religion, sex (including pregnancy and gender identity), sexual orientation, national origin, age, disability, genetic information, marital status, or any other protected class under federal, state, or local law.Job Type: Full-timePay: From $19.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>Continuing education credits</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Opportunities for advancement</li><li>Paid sick time</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish (Required)</li><li>Portuguese (Preferred)</li></ul>Ability to Commute:<ul><li>Danbury, CT 06810 (Required)</li></ul>Work Location: In person

AC Howard Law

<div>We are looking for a cheerful, positive, and highly organized individual to join our team as a full&#8209;time Receptionist. You will be the face of the firm&mdash;welcoming clients, managing intake for our practice areas (estate planning, family building, limited scope family law, no contest probate &amp; trust administration), and supporting our team in delivering a high&#8209;touch, client&#8209;centric experience. While we don&rsquo;t field a high volume of incoming calls, quality of engagement is essential (especially since many clients are navigating emotionally charged, vulnerable situations). 
Location: Carlsbad / North San Diego County. On&#8209;site at our Carlsbad Village downtown office; remote/hybrid is not available for this role due to the front&#8209;desk nature. 
Hours: Full&#8209;time: Monday through Friday, 9 a.m. to 5 p.m.
Compensation:
$23 - $30 hourly, plus earn retirement benefits with employer matching.
Responsibilities:<ul><li>
Greet clients and visitors warmly when they arrive at the office; establish a welcoming atmosphere.</li><li>
Answer and transfer incoming calls, take accurate messages, and ensure prompt follow&#8209;up.</li><li>
Support client intake: confirm contact information, explain basic office procedures, and schedule consults or follow&#8209;up where appropriate.</li><li>
Maintain the reception area: tidy, organized, professional appearance.</li><li>
Coordinate with attorneys and staff to ensure smooth client flow, update calendars when needed.</li><li>
Present ideas on marketing to our growing legal services for the LGBTQIA community as well as for the adult children taking care of aging parents.</li><li>
Assist with basic administrative tasks (e.g., scanning or filing documents, mailing, light data entry) as required.</li><li>
Respond with patience and clarity to client inquiries; escalate to appropriate staff when necessary.</li><li>
Demonstrate a willingness to learn and adapt in a white&#8209;collar professional office environment, and support the team with a collaborative spirit.</li></ul>
Qualifications:<ul><li>
High school diploma or equivalent; some college coursework or an associate degree preferred but not mandatory.</li><li>
Minimum of 1 year of experience working in a professional office setting mandatory (law office experience preferred).</li><li>
Excellent interpersonal skills: friendly, patient, and calm under pressure.</li><li>
Strong verbal communication skills and professional phone demeanor.</li><li>
Ability to take initiative, learn new systems, and adapt to changing needs.</li><li>
Solid organizational skills, attention to detail, and ability to multitask.</li><li>
Comfortable working as part of a small team in a legal services firm focused on client care and empathy.</li><li>
Demonstrate a willingness to learn and adapt in a white&#8209;collar professional office environment, and support the team with a collaborative spirit.</li></ul>
About Company 
Why Join AC Howard Law?<ul><li>
As the first point of contact for our firm, the Receptionist will represent our brand and ethos: approachable, professional, caring.</li><li>
Make an impact: your ideas matter. Contribute to expanding our legal services, improving client experiences, and streamlining intake.</li><li>
Collaborative &amp; supportive culture: be part of a team that values open communication, mutual respect, and professional growth.</li><li>
Work-life balance you deserve: besides standard PTO, enjoy generous time off, including one week off at the end of both November and December, plus all federal holidays.</li></ul> 
AC Howard Law provides high-quality legal and counseling services in North San Diego County, serving clients through major life transitions with both expertise and empathy.</div>

Full-Time Receptionist

Pioneer Law Office

Dubuque based law firm seeking detail-oriented and highly motivated receptionist/ intake specialist. Excellent interpersonal skills, professional demeanor and ability to work well with others required.Job responsibilities:<ul><li>Answer telephone calls and direct the caller to the appropriate party</li><li>Collect and record information from potential clients</li><li>Open new cases in case management software</li><li>Assist in various administrative tasks including, but not limited to: Dictation, filing, faxing, scanning sorting, and delivering mail to appropriate team members</li><li>Sending e-mails to various parties, as instructed by the attorneys and other staff members</li><li>Returning various telephone calls from the attorneys</li><li>Gather and organize client information and documents needed for initial attorney consultation;</li><li>Schedule and coordinate attorney/client meetings;</li><li>Maintain potential client list;</li><li>Draft and follow-up on client representation agreements and other communications;</li><li>Office administrative projects as assigned;</li></ul>Job requirements:<ul><li>Previous experience working as a receptionist;</li><li>The ability to work under pressure, use sound judgement, and seek solution to potential problems</li><li>Strong knowledge of MS Office Microsoft Excel, Outlook, and Word</li><li>Able to quickly and succinctly document conversations;</li><li>Organize and properly document potential client cases;</li><li>Excellent verbal and written communication skills;</li><li>Ability to work independently and effectively;</li><li>Superior attention to detail;</li><li>Ability to multi-task and prioritize workload and projects; and</li><li>The ability to exercise independent judgment, and to work with and maintain confidential and sensitive information.</li></ul>Preferred:<ul><li>3+ years&rsquo; experience as a receptionist or intake specialist</li><li>Law firm experience a plus</li><li>Job Type: Full-time</li></ul>Salary: $20.00+ based on experienceJob Type: Full-timePay: $20.00 - $24.00 per hourExpected hours: 40 per weekBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Ability to Commute:<ul><li>Dubuque, IA 52002 (Required)</li></ul>Ability to Relocate:<ul><li>Dubuque, IA 52002: Relocate before starting work (Required)</li></ul>Work Location: In person

LEGAL RECEPTIONIST/ INTAKE SPECIALIST

Neighborhood Association

<div>Title: Intake Specialist
Location: Bronx, New York
FLSA Classification: Full-time, Non-exempt 
Role Summary: The successful candidate will perform specific intake procedures to identify barriers that will impede the structure developed towards guiding clients in becoming self-sufficient. Intake specialists have to be able to understand what a client needs when coming to them in crisis or in a less than optimum state. The specialist will be responsible to find solutions for a myriad of issues as necessary. Compassion and patience are assets in this field and communication skills are imperative. Organization is also crucial as case records must be maintained accurately and efficiently. In addition, staff is encouraged to be crossed trained and have an understanding of job functions within their designated units.
Primary Job Responsibilities/Duties:
The Intake Specialist is responsible for, but not limited to:<ul><li>
Provide direct services to new clients including intake, engagement, assessment, referral, advocacy, counseling, exit summaries and follow-up</li><li>
Document all interactions with, or on behalf of, clients</li><li>
Maintain familiarity with program resources available on- and off-site</li><li>
Attend staff meetings and serve on committees as required</li><li>
Attend professional meetings, educational conferences, and in-service trainings</li><li>
Maintain current and accurate documentation, progress notes, and data tools both physically and electronically</li><li>
Maintain Confidentiality</li><li>
Maintain a professional appearance</li><li>
Time management and prioritization</li><li>
Interacting with other departmental staff</li><li>
Perform general clerical duties</li><li>
Develop and maintain good communication with other programs and units within the organization to facilitate inter-agency referrals</li><li>
Provide coverage for other areas as directed/needed</li><li>
Perform additional duties as assigned</li></ul>
Physical Requirements:<ul><li>
Prolonged periods of sitting at a desk and working on a computer.</li><li>
Ability to sit for extended periods and perform repetitive tasks.</li><li>
Must be able to lift and carry up to 20 pounds.</li><li>
Must be able to travel to multiple NYC sites as needed.</li></ul>
Work Environment / Schedule Requirements:<ul><li>
Office setting with regular exposure to computer screens and moderate noise levels.</li><li>
May be required to work shifts, including evenings or night tours and/or Saturdays, Sundays and holidays with holiday pay differential.</li><li>
Staff are required to remain at their post until relieved by another staff member or explicitly authorized to leave by a supervisor.</li></ul>
Qualifications:<ul><li>
High School Diploma or General Equivalent Diploma</li><li>
Bilingual English/Spanish language fluency is preferred.</li><li>
Strong oral and written communication, time management and organizational skills are necessary.</li><li>
Must be able to read, speak, write, and understand English for administrative purposes.</li><li>
Must pass drug screening to be appointed.</li><li>
This position may be subject to a series of investigations before and after appointment.</li><li>
Commitment to the mission of the NAICA, Inc.</li><li>
Proven ability to work collaboratively well with diverse groups</li><li>
Proven ability to handle multiple tasks effectively under pressure</li><li>
Strong organizational skills, detail-oriented, and efficient</li><li>
Maturity, integrity, and sound judgment</li></ul>
Equal Employment Opportunity:
NAICA is an equal opportunity employer committed to maintaining a diverse workforce and inclusive work environment. As such, discrimination in any aspect of hiring or employment based upon age, race, creed, color, national origin, sexual orientation, gender identity or expression, religion, military or veteran status, sex, disability (including pregnancy, childbirth, and related medical conditions), or other applicable legally protected characteristics is strictly prohibited.
Applicants of all backgrounds and experiences are encouraged to apply. NAICA will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable federal, state, and local laws, rules, and regulations. NAICA also offers reasonable accommodations as required by applicable federal, state, and/or local laws. Applicants seeking an accommodation for any part of the application or interview process should contact Human Resources by sending an email to HumanResources@naicany.org with the Subject &ldquo;Reasonable Accommodation Request.&rdquo;
NAICA Offers a competitive benefits package that includes:<ul><li>
Comprehensive Health, Dental and Vision Benefits for full-time employees</li><li>
403(b) Retirement Savings Plans</li><li>
Loan Forgiveness Programs for eligible employees</li><li>
Paid Holidays and Vacation</li><li>
Paid Time-off</li><li>
Vol Life Insurance and AD&amp;D</li><li>
Term Life and AD&amp;D insurance</li><li>
Long Term Disability</li><li>
Employee Assistance Program support (EAP)</li><li>
Commuter Benefits Program</li><li>
Aflac: Short-Term Disability, CA, Accident and Hospital</li><li>
Employee Discount Program</li></ul>
False Statements:
Misrepresentation of your experience, skills, or education, or submission of false/fraudulent information or documentation during the application process may result in the rejection of your application or termination of your employment.
At-Will Employment Disclaimer:
While we sincerely hope to form a long and mutually beneficial relationship, please note that NAICA is an at-will employer. Under these terms, employment is subject to termination at any time, without notice and with or without cause, at the discretion of the organization.</div>

Intake Specialist-Legal

Arch Legal

<div>Description:

Do you love diving into stories, asking questions, and turning what you learn into something meaningful? ARCH Legal, P.C., formerly Graham Hollis, P.C.,is looking for a Bilingual Intake Specialist who thrives on connecting with people, has an eye for detail, and enjoys transforming information into clear, powerful summaries that help drive legal action.
This is not your average &ldquo;call center&rdquo; position &mdash; our Intake Specialists are the first point of contact for individuals seeking justice in the workplace. You&rsquo;ll read, analyze, and interpret detailed information &mdash; from employee handbooks to client narratives to court complaints &mdash; and turn those findings into well-organized, accurate summaries for our attorneys.
What You&rsquo;ll Do:<ul><li>
Answer and manage a high volume of incoming calls and emails from potential clients seeking legal services.</li><li>
Conduct calm, professional, and empathetic interviews &mdash; often with individuals under stress.</li><li>
Review and interpret written materials (complaints, client summaries, handbooks, etc.) to assess potential claims.</li><li>
Accurately enter and maintain detailed information in our case management system &mdash; precision is key!</li><li>
Prepare thoughtful, well-written case summaries for review by the shareholder and legal team.</li><li>
Perform additional duties as assigned by management.</li></ul>
 Why You&rsquo;ll Love Working Here:<ul><li>
Competitive pay: $20&ndash;$23/hour, depending on experience.</li><li>
Full benefits package, including 401(k) with Safe Harbor, health insurance, paid time off, disability and life insurance and other employee-sponsored benefit options.</li><li>
A supportive, collaborative environment where your work makes a real impact.</li><li>
A role that&rsquo;s as rewarding as it is challenging &mdash; every call is a new story, and your insight helps shape justice for our clients.</li></ul>
Requirements:

 What You&rsquo;ll Bring:<ul><li>
Bilingual fluency in English and Spanish (reading, writing, and speaking).</li><li>
Strong reading comprehension skills &mdash; you enjoy digging into written details and connecting the dots.</li><li>
Excellent written communication skills &mdash; you can take complex conversations and craft clear, accurate summaries.</li><li>
Strong attention to detail and comfort entering large volumes of data with accuracy.</li><li>
The ability to stay calm, professional, and focused in fast-paced or high-stress situations.</li><li>
A team-oriented attitude and a genuine desire to help others.</li></ul> 
Schedule:<ul><li>
Full-time (40 hours/week)</li><li>
Some weekends required, with a weekday off</li></ul>
If you&rsquo;re detail-oriented, love reading and writing, and want to be part of a team that values empathy and excellence &mdash; we want to hear from you!</div>

Intake Specialist - Bilingual (Spanish/English)

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Intake Specialist - Bilingual (Spanish/English)