client intake coordinator

IEP Consulting BCBA 

Position Summary:The Front Desk Coordinator is responsible for managing daily front office operations, including client intake, scheduling, and maintaining accurate client records in the EMR system. This role ensures smooth coordination between families, clinicians, and administrative staff while supporting ongoing client services and intake processesKey Responsibilities:Client Intake &amp; OnboardingGreet and assist new and existing clients in a professional and welcoming manner Manage the full intake process for new clients, including documentation collection and verificationCoordinate onboarding steps with clinical and administrative teams Ensure all intake paperwork is completed accurately and filed appropriatelyScheduling &amp; EMR Management Maintain and update client schedules in the Electronic Medical Record (EMR) system daily Schedule initial evaluations, follow-ups, and ongoing therapy sessions.Communicate schedule changes promptly to staff and families Monitor cancellations, no-shows, and rescheduling needsFront Office Operations Answer phone calls, emails, and front desk inquiries in a timely and professional mannerProvide families with basic information regarding services, intake steps, and scheduling Maintain organized records of client communication and administrative updatesCoordination &amp; CommunicationCollaborate with clinical staff, supervisors, and billing teams to ensure continuity of care Support efficient client flow between intake and ongoing services Escalate clinical or scheduling concerns to appropriate team membersQualifications: High school diploma or equivalent required; associate&rsquo;s degree preferred Experience in medical office, ABA clinic, or behavioral health setting preferredStrong organizational and multitasking skills Proficiency with EMR systems and basic computer applicationsExcellent communication and customer service skills Ability to handle sensitive information with confidentialityPay: $10.00 - $15.00 per hourWork Location: In person

Front Desk Coordinator – Intake & Scheduling

CyberCoders

<div>
 
 
 
 Intake Specialist/Sales Person - Lemon Law Firm (REMOTE)
 
 
 
 
 
 
 Position Overview
 
 
 
 
 We are a Los Angeles-based lemon law firm seeking an award-winning telemarketing/sales superstar! The ideal candidate have experience in a client-facing role with a proven background in closing leads over the phone.
 
 
 
 
 The Intake Specialist plays a crucial role in the initial stages of business development for our firm. You will be a key part of client interaction for lemon law cases, ensuring that all necessary information is collected accurately and efficiently. This position serves as the first point of contact for potential clients, requiring strong communication and organizational skills to manage inquiries and gather data effectively.
 
 
 
 
 This is a fully remote position where phone communication with potential clients is the main priority. Expect to spend most of your day on the phone at this role.
 
 
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 
 Conduct initial client intake calls, gathering necessary information and scheduling consultations with attorneys
 
 </li>
 <li>
 
 Act as the primary point of contact for new client inquiries and intake processes.
 
 </li>
 <li>
 
 Collect and verify client information through various channels.
 
 </li>
 <li>
 
 Assist clients in navigating the intake process by providing clear instructions and support.
 
 </li>
 <li>
 
 Demonstrate active listening to understand client needs and concerns effectively.
 
 </li>
 <li>
 
 Problem-solve any issues that may arise during the intake process.
 
 </li>
 <li>
 
 Multitask efficiently, managing multiple client inquiries and follow-ups simultaneously.
 
 </li>
 </ul>
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 
 Strong communication skills, both verbal and written.
 
 </li>
 <li>
 
 Prior experience in a client-facing sales role.
 
 </li>
 <li>
 
 Excellent problem-solving abilities and critical thinking skills.
 
 </li>
 <li>
 
 Active listening skills to understand client needs and concerns.
 
 </li>
 <li>
 
 Ability to multitask in a fast-paced environment with competing priorities.
 
 </li>
 <li>
 
 Strong organizational skills to manage files and documentation effectively.
 
 </li>
 </ul>
 
 
 Benefits
 
 
 <ul>
 <li>
 Competitive compensation (commissions included)
 </li>
 <li>
 Health, dental, vision
 </li>
 <li>
 401k
 </li>
 <li>
 PTO
 </li>
 <li>
 Remote opportunity
 </li>
 </ul>
 
 
 
 Email Your Resume In Word To
 
 
 Joe.Kipp@CyberCoders.com
 
 Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
 
 Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JK12-1980743 -- in the email subject line for your application to be considered.
 
 Joe Kipp - Lead Recruiter
 
 
 For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.
 
 
 CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
 
 
 This job was first posted by CyberCoders on 03/16/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
 
 
 This job was posted on 03/16/2026 and is open for 60 days
 
 
 
 CyberCoders is proud to be an Equal Opportunity Employer
 
 
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.&nbsp; CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at&nbsp;Benefits@CyberCoders.com&nbsp;to make arrangements.
 
 
 Copyright 1999 - 2026. CyberCoders , Inc. All rights reserved.
 
 
 
</div>

Intake Specialist - REMOTE

SHAHEEN & GORDON, P.A.

<div><h4 class="jobSectionHeader">Intake Specialist (Full-Time)</h4>
Shaheen &amp; Gordon, P.A. is looking for an adaptable and empathetic Intake Specialist who can help a potential client feel at ease from the moment they first call our firm. Someone who can lend an ear and hear someone&rsquo;s story, quickly file their information, and help get their case in front of an appropriate attorney. If you&rsquo;re hoping to build a career in the legal field, looking for opportunities to help people, and able to chat with personalities of all types, this may be the role for you.

If you&rsquo;re hoping to grow your legal career, this role will give you the chance to jump right into the process at an active law firm. You will be working with a growing intake team, attorneys, paralegals, and legal assistants and learning more about all aspects of the law as you help interface with callers. This is a role with opportunities for growth, and we look forward to welcoming the right person to our firm.

The ideal candidate will be equally comfortable working on their own as with a team and have 1-3 years&rsquo; customer service or office setting experience. Our intake team is currently based in Concord, NH, but candidates should be flexible for a potential move to Southern New Hampshire.

About S&amp;G: Shaheen &amp; Gordon is a full-service law firm with a commitment to excellence and a focus on community. A fixture of the New Hampshire legal community for over 45 years, the firm has expanded across Northern New England and all the way to Hawaii. Whether you are a recent graduate or a seasoned professional, Shaheen &amp; Gordon offers the opportunity to build your career with a fast-growing company.

At Shaheen &amp; Gordon, we live our brand: It&rsquo;s different here. We take our work very seriously, but not ourselves. We take time to know each other. We care about our clients. We invest in our communities. We know that our employees make all the difference, and we treat them accordingly&mdash;every member of our firm has a voice and is encouraged to use it.

S&amp;G offers excellent benefits including health insurance, flexible spending account, and 401(k) plan with employer contribution. Our offices are often located right in the heart of their respective downtowns and offer parking, an assortment of walkable lunch and coffee destinations, and other local conveniences.

Between our Wellness and DEI committees, benefits and amenities, and openness to employee feedback, we&rsquo;re determined to do right by the people who make up our firm and excited to welcome the right person to our team to fill this role.
<h4 class="jobSectionHeader">
Duties include, but are not limited to:</h4><ul><li>
Conducting phone, email/text, and occasional inperson interviews with potential new clients to understand their story, and document accurately the details of the potential matter.</li><li>
Managing dozens of potential client files through a defined workflow, from initial contact through to potential retention or decline. Following up as necessary.</li><li>
Understand the different information needs of several practice areas and accurately record information received from potential new clients in the firm database.</li><li>
Collaboratively working with the intake team to ensure the best client/potential client experience.</li><li>
Assuring client confidentiality.</li></ul><h4 class="jobSectionHeader">
Required Qualifications</h4><ul><li>
Must be able to respond to incoming calls/emails in an expedited manner on a daily basis.</li><li>
Minimum of 1 3 years&rsquo; customer service phone experience in an office environment.</li><li>
Strong computer skills in Microsoft Office, Outlook, Excel, scanning and maintaining electronic files is a plus.</li><li>
Should be a fast learner on new computer programs, prior experience with CRM systems a plus.</li><li>
Attention to detail and proofreading skills.</li><li>
Must have excellent communication skills, written and verbal, in English. Multilingual a plus.</li></ul>
Shaheen &amp; Gordon is an Equal Opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws in all aspects of employment, including but not limited to recruitment, hiring, training, evaluation, transfer, promotion, discipline, compensation, termination, and layoff.

Shaheen &amp; Gordon presents a pleasant and supportive work environment. Salary commensurate with experience.

No phone calls or agencies please. EOE.
<h4 class="jobSectionHeader">
About Shaheen &amp; Gordon, P.A.</h4>
It&rsquo;s different here. Shaheen &amp; Gordon is a full-service law firm with a commitment to excellence and a focus on community. A fixture of the New Hampshire legal community for over 40 years, the firm has expanded across Northern New England and all the way to Hawaii. We&rsquo;re proud to offer our clients personalized service that&rsquo;s backed by the combined experience of our large legal team. Since 1981, we&rsquo;ve grown to become a firm of 60+ experienced attorneys, but we&rsquo;ve never stopped offering our clients the individual attention that&rsquo;s allowed us&ndash;and them&ndash;to succeed. Shaheen &amp; Gordon is welcoming energetic, detail-orientated individuals who want to further their career in the legal field. We offer benefits including but not limited to medical, dental, vision, flexible spending account (FSA), dependent care account (DCA), vacation, sick and bereavement leave, and 401(k) with Employer Contribution.</div>

Intake Specialist

Wilshire Law Firm

<div><div>Intake Admin Specialist &ndash; Personal Injury</div> 
Wilshire Law Firm is a distinguished, award-winning legal practice with over 18 years of experience, specializing in Personal Injury, Employee Rights, and Consumer Class Action lawsuits. We are dedicated to upholding the highest standards of Excellence and Justice and are united in our commitment to achieve the best outcome for our clients. 
You will work side by side on a team of dynamic, collaborative, and client-focused professionals who are committed to delivering on our founding core values: Excellence, Teamwork, and Integrity. 
 
The Opportunity 
 
The Bilingual Intake Administration Specialist supports the intake team by handling high-volume document follow-up, client outreach, intake auditing, and administrative tasks to ensure files are accurate, complete, and ready for next steps. 
 
Training &amp; Work Schedule (Includes Holidays &amp; Weekends) 
 
Training Schedule: Monday - Friday from 8:30am - 5:30pm (3 weeks) 
Shifts Days: Tuesday &ndash; Saturday, or Sunday - Thursday. 
Shifts: 10:00am-7:00pm, 12:00pm - 9:00pm, 3:00pm - 12:00am, or 11:00pm - 8:00am 
 
Accountable for<ul><li>
Handle 100+ intake-related requests daily</li><li>
Follow up with clients for signed retainers, W-9s, and other required documents</li><li>
Conduct bilingual outreach to obtain missing information and signatures</li><li>
Review and audit intake documents for accuracy, completeness, and errors</li><li>
Proofread client-facing documents and intake materials</li><li>
Listen to recorded intake calls to gather missing information and support quality control</li><li>
Scan, upload, and organize case documents in Litify/Salesforce</li><li>
Prepare and mail drop letters, including printing and scanning documents</li><li>
Prepare client care packages and other administrative materials</li><li>
Maintain accurate client and case records in Litify/Salesforce</li></ul> 

Qualifications<ul><li>
Bilingual in English and Spanish preferred</li><li>
Experience in intake, client service, administrative support, or legal support preferred</li><li>
Strong attention to detail and proofreading skills</li><li>
Ability to manage high-volume work in a fast-paced environment</li><li>
Strong written and verbal communication skills</li><li>
Comfortable handling sensitive and confidential information</li><li>
Proficient in Salesforce (Litify preferred), Microsoft 365, Zoom, and DocuSign</li><li>
Strong organization, follow-up, and time management skills 
</li></ul>
Compensation<ul><li>
$25- $33 based on experience, plus performance-based incentives</li></ul> 

Benefits<ul><li>
Paid time off and paid holidays.</li><li>
Opportunities for growth and advancement.</li><li>
Team outings and sponsored events.</li><li>
Referral bonus program.</li><li>
Firm-paid Medical HMO with affordable HMO and PPO upgrades.</li><li>
Low-cost Dental and Vision plans.</li><li>
Paid Life and AD&amp;D insurance.</li><li>
401k.</li><li>
FSA (Flexible Spending Account).</li><li>
EAP (Employee Assistance Program).</li><li>
Pet Insurance.</li></ul><div> 
Strive for Excellence. Fight for Justice. Foster Unity.</div>
Wilshire Law Firm celebrates being an equal employment opportunity provider to all people in accordance with all applicable laws. We are committed to providing reasonable accommodations to assist individuals with disabilities during the application process and to facilitate their performance of essential job functions throughout their employment. 
<div>
Join Wilshire Law Firm 
Los Angeles, Irvine, San Diego, Oakland, Sacramento, Riverside, Torrance</div></div>

Intake Admin Specialist - Personal Injury

Lifescape Community Services

<div>JOB SUMMARY:
The primary responsibilities of this position are to correct and improve home delivered meals processes with the assistance of the Nutrition Supervisor to provide the most efficient service to the clients, take walk in clients and complete necessary intake paperwork for the client, complete intakes, assessments, and re-assessments for home delivered meal clients and maintain necessary paperwork. Will work with both the HDM staff and the Senior Assistant staff and supervisors. Assist with congregate sites delivering meals on wheels and in the kitchen as needed.
The duties listed below are not an exhaustive list of all responsibilities for this position. This role requires the exercise of independent judgment, discretion, and initiative while adhering to agency policies and procedures. Strict confidentiality must be maintained in all matters.
MAIN ESSENTIAL DUTIES AND RESPONSIBILITIES<ul><li>
Receive and process home delivered meal intakes from clients, family, friends and referral sources.
</li><li>Process home delivered meal assessments and re-assessments in specified time frames.</li><li>
Maintain timely and accurate required documentation. Complete data entry information.
</li><li>Creates new client folders with client notes as soon as client is started.</li><li>
Maintain home delivered meal call database, including both Tower and Aging.</li><li>
Process home delivered meal changes from clients.</li><li>
Provide guidance and training for other HDM intake staff or volunteers.</li><li>
Assist in finding information as requested by any auditing or monitoring group.</li><li>
Provide assistance with completion of various forms and applications.</li><li>
Participate in activities and events to promote agency services.</li></ul>
MINIMUM REQUIREMENTS<ul><li>
Associate Degree preferred minimum of 3 years of customer service and data entry experience. Must have 1 year experience working with the senior population. Ability to work independently and collaboratively in team and demonstrate commitment to cultural diversity.</li></ul></div>

Home Delivered Meals/Information and Assistance Intake Caseworker

Solutions Law Iowa PLC

About Us: Solutions Law Iowa is a growing law firm focused on family law and immigration. We are a systems-driven, high-performance team that values organization, accountability, and excellent client experience from the very first call.Position Overview: This is not a traditional receptionist role. You are the first point of contact for potential clients and responsible for ensuring qualified leads are efficiently scheduled for consultations&mdash;without delays or missed opportunities.If you are organized, confident on the phone, and comfortable following structured processes, this role is a great fit.Key Responsibilities: &middot; Answer incoming calls and guide potential clients through intake&middot; Gather and enter accurate client information into our system (MyCase)&middot; Perform conflict checks&middot; Schedule consultations in real time whenever possible&middot; Clearly explain next steps and set expectations for clients&middot; Reduce unnecessary call transfers to attorneys and legal assistants&middot; Follow established scripts and workflows&middot; Assist with front desk and light administrative tasksWhat Success Looks Like:&middot; High percentage of callers scheduled during the first call&middot; Minimal &ldquo;callback&rdquo; backlog&middot; Accurate and complete data entry&middot; Smooth, professional client experienceQualifications:&middot; Prior receptionist, intake, or customer service experience preferred&middot; Strong communication and phone skills&middot; Highly organized with strong attention to detail&middot; Comfortable multitasking and using technology&middot; Spanish bilingual nonnegotiableCompensation &amp; Benefits:&middot; $19 - $25/hour (based on experience)&middot; Performance-based bonuses tied to lead conversion&middot; 4-day work week&middot; Paid time off and holidaysWork Environment:&middot; Structured, process-driven team&middot; Clear expectations and measurable performance&middot; Fast-paced, professional office settingHow to Apply:Please submit your resume along with a short response to the following:&middot; A caller says: &ldquo;I&rsquo;m not sure if I want to schedule yet - I need to think about it.&rdquo; How would you respond?Application Deadline: May 15, 2026, for an estimated start date of early June 2026.Pay: $19.00 - $25.00 per hourBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Bilingual Receptionist / Intake Specialist

Harbor Behavioral Health

<div>Harbor is seeking a Client Registration/Intake Specialist to join the Toledo team! This position is responsible for a welcoming and thorough client registration process.

Position is full-time, 20 hours per week.

Education/Experience/Other Requirements:
<ul>
<li>High school diploma or equivalent required with two years of closely related office experience strongly preferred.</li>
<li>Demonstrated knowledge and understanding of health/behavioral health billing procedures and eligibilities for third-party providers preferred.</li>
<li>Prior experience strongly preferred in customer service and behavioral health setting.</li>
<li>Must have strong attention to detail and be able to communicate effectively with various individuals.</li>
<li>Competent computer/PC skills using Microsoft Office 365, Excel, and electronic health record systems.</li>
<li>Must be able to establish daily work priorities and work independently and efficiently to meet deadlines</li>
<li>Must be honest, dependable, self-disciplined, organized and be able to work well as a team member.</li>
</ul>
Essential Job Competencies/Primary Duties:
<div>
<ul><li>Reviews and updates client accounts timely to ensure accurate demographic and account information, including insurance information, and fee agreements.</li></ul>
<ul><li>Proactively and collaboratively works with other departments to ensure a thorough and accurate client registration process.</li></ul>
<ul><li>Receives incoming questions from clients, payers, and/or other departments regarding client accounts; initiates data submission for any additional information needed, and interprets information back to the client, payer and/or clinician.</li></ul>
<ul><li>Reviews, monitors, updates, and prepares Client Record to ensure required Intake/Registration forms and data are completed and updated, as necessary.</li></ul>
<ul><li>Coordinates client&rsquo;s application and subsequent verification process for public assistance funding sources. Updates client records accordingly (internal and external systems) and monitors assigned client records to ensure adequate coverage for services.</li></ul>
<ul><li>Provides quality and timely support to both internal and external customers and strives for customer satisfaction</li></ul>
<ul><li>Promotes client usage for Patient Portal and educates on the benefits it can offer.</li></ul>
<ul><li>Monitors assigned clients to ensure services are scheduled appropriately based on insurance coverage.</li></ul>
<ul><li>Verifies insurance for any new clients or new card being scanned before the time of their appointment.</li></ul>
<ul><li>Monitors client coverages for any missing coverages or termed coverages and updates appropriately.
</li></ul><ul><li>Keeps current with trends and developments related to essential job competencies and demonstrates continued growth.</li></ul>
</div>
About Harbor:
<ul>
<li>A leading provider of mental health and substance use treatment for over 100 years</li>
<li>350+ clinical staff serve over 24,000 clients across multiple locations and in the community each year</li>
<li>Services ranging from counseling, pharmacological management, primary care, psychological testing, case management, substance use treatment, residential services, vocational program, and more!</li>
</ul>
Why Work for Harbor?

It is fast-paced and challenging, but you will have a lot of fun in the process. You will have the opportunity to meet other motivated individuals who are also making a positive impact at our company. Harbor is committed to investing our resources in you! Some benefits of working with Harbor include:
<ul>
<li><div><ul><li>Medical, dental, and vision coverage</li>
<li>Retirement plan with company match</li>
<li>Generous paid time off, sick time, and paid holidays</li>
<li>Tuition and professional license reimbursement programs</li>
<li>Clinical supervision hours offered</li>
<li>Ability to make a difference in your community!</li></ul></div></li></ul></div>

Client Registration/Intake Specialist

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