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

Client Intake Specialist

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

USA Employment Lawyers

USA Employment Lawyers, a dynamic, boutique law firm specializing in class-action cases across the country, is searching for an experienced, organized, and charismatic Legal Intake Specialist to join our Fort Lauderdale team in a full-time position. We are a law firm that focuses on handling claims for employees who have not been properly paid. We are looking for someone who excels in, and enjoys, customer relations and understands the pivotal role they play as the first point of contact with our clients and other members in the legal community.The Legal Intake Specialist will answer all incoming calls and conduct intake interviews for potential clients. They will also respond to email leads that are generated from online marketing. After the initial interview, the Intake Specialist will be responsible for following up with potential clients to obtain documentation that support their claims.It should be the mission of the intake specialist to make potential clients feel immediately comfortable and initiate a positive experience with our law firm.Qualifications...REQUIRED:<ul><li>Associates Degree (or comparable) is required; Bachelor's Degree preferred</li><li>Strong organizational and grammar skills, with the ability to multitask effectively</li><li>Proficient in using computer software programs, including Microsoft Office Suite, Dropbox, Adobe and others</li><li>Extremely detail-oriented with a high level of accuracy in data entry and record keeping</li><li>Ability to keep confidentiality of sensitive information</li><li>Capable of maintaining accurate and up-to-date client records</li><li>Able to handle a large volume of calls and tasks simultaneously</li><li>Self-Motivated with an upbeat, &quot;can-do&quot; attitude</li><li>Convey empathy when talking with clients and potential clients, yet strong enough to control the conversation</li><li>Follow S.O.P.'s (Standard Operating Procedures) to maintain consistency in the role</li><li>Able to work efficiently in a quiet, professional environment</li><li>Team player who's ready to pitch in wherever needed</li><li>Lives within a 40 minute commute or less</li></ul>PREFERRED:<ul><li>Bilingual in English and Spanish with excellent communication skills, both written and verbal,is a huge plus</li><li>Previous experience in a similar role, particularly at a law firm is desired</li><li>Experience with CLIO legal software is a plus</li><li>Familiarity with legal terminology and procedures is helpful</li><li>Experience using Apple computers</li></ul>Key Responsibilities...Client and Attorney Interaction: Handle all incoming calls with professionalism and kindness. Receive introductory calls from potential clients and gather necessary information to understand the client&rsquo;s potential legal issues. Return calls and conduct intakes of potential clients who have reached out.Evidence Gathering: Request that potential clients provide evidence such as payroll stubs, photographs, work schedules, company handbooks, text messages, and more. Organize this information for the legal team&rsquo;s use. Under the guidance of an attorney, send retainer agreements to accepted clients.Data Entry: Complete client intake sheets during phone calls, and open files and claims on behalf of clients to initiate the legal process by using the law firm&rsquo;s legal software, Clio. Accurately record and maintain detailed client information and case details to ensure that all client data is up-to-date and properly organized.Follow-Up: Initiate follow-up processes to ensure the law firm&rsquo;s clients are regularly kept informed of the status of their cases. Facilitate direct communication with the client, sending necessary e-mails, phone calls, and/or text messages as needed. Coordinate meetings and phone calls between clients and attorneys when necessary.Team Collaboration: Collaborate with attorneys, paralegals, and other staff members to provide a smooth transition of cases from intake to representation and conclusion. Communicate client needs and expectations effectively to members of the law firm and provide case updates to the clients. Field calls from opposing counsel (other attorneys) and direct them to the appropriate team member or take messages. Make calls or send emails as directed by the attorneys or supervisors.Closing Statements: Send to clients via mail, UPS or Fedex their closing statement along with their settlement checks. Conduct necessary follow-ups with clients and use tracking as necessary to ensure that they receive their settlement checks.Office Equipment: Use photocopier, scanner, printer and other office equipment as needed. Organize and report low levels of office supplies to team members. Maintain a clean work environment.The above job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities may change or be assigned at any time.Please note this is an FLSA, non-exempt position (overtime eligible). Wages are shown as estimated annual pay... actual hourly rate to be agreed upon at hiring.We are an equal opportunity employer committed to hiring a diverse workforce.Job Type: Full-timeBase Pay: $52,000.00 - $66,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Disability insurance</li><li>Free parking</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>Law office: 2 years (Preferred)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>Ability to Commute:<ul><li>Fort Lauderdale, FL 33316 (Required)</li></ul>Work Location: In person

Legal Intake Specialist

Wagner Reese

Job Overview We are seeking a dedicated and detail-oriented Bilingual (Spanish&ndash;English) Legal Intake Specialist to join our team full-time in our Carmel, Indiana office. The ideal candidate will play a crucial role in managing incoming inquiries and documents, ensuring that all information is accurately recorded and processed. This position requires fluency in both Spanish and English, as daily communication with clients will take place in both languages.Key Responsibilities<ul><li>Respond to inquiries from potential clients via phone, email, and online platforms with professionalism and courtesy.</li><li>Conduct thorough intake interviews in both English and Spanish to gather essential case details and determine eligibility.</li><li>Accurately document client information in the firm&rsquo;s case management system.</li><li>Schedule consultations and coordinate follow-ups to support client retention.</li><li>Provide general information about the firm&rsquo;s services while maintaining professionalism and confidentiality.</li><li>Collaborate with attorneys and staff to ensure a smooth transition from intake to case management.</li><li>Maintain confidentiality of sensitive information while adhering to legal protocols.</li><li>Provide administrative support as needed, including scheduling appointments and coordinating meetings.</li></ul>Qualifications and Skills<ul><li>Fluency in both Spanish and English is mandatory (written and verbal).</li><li>Excellent attention to detail and strong organizational skills.</li><li>Professional phone etiquette and client-centered communication.</li><li>Ability to multitask and stay organized in a fast-paced environment.</li><li>Proficiency in Microsoft Office, case management software, and CRM tools.</li><li>Experience in client intake, customer service, or a legal support role preferred.</li><li>Familiarity with legal and/or medical terminology is a plus.</li></ul>Why Join Us<ul><li>Full-time, in-office position located in Carmel, Indiana.</li><li>Competitive pay and benefits package.</li><li>Opportunities for professional growth and development.</li><li>Meaningful work that makes a difference in clients&rsquo; lives.</li><li>Supportive, collaborative law firm environment.</li></ul>Job Type: Full-timePay: $40,000.00 - $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Language:<ul><li>Spanish (Required)</li></ul>Ability to Commute:<ul><li>Carmel, IN 46032 (Required)</li></ul>Ability to Relocate:<ul><li>Carmel, IN 46032: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Bilingual Intake Specialist

Alexandra Lozano Immigration Law

<div>Overview 
The Concierge Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Concierge Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience.

In addition to client-facing duties, you will manage day-to-day office operations, including maintaining an organized and welcoming environment. Your role is essential in ensuring a seamless and efficient client experience while supporting the overall operations of our office.

Pay: $20 - $25/hr

Duties/Responsibilities
<ul>
<li>Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits.</li>
<li>Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions.</li>
<li>Review the information provided by potential clients.</li>
<li>Sign up new clients, while addressing any concerns, and highlighting the benefits of working with the firm.</li>
<li>Collaborate closely with our team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process.</li>
<li>Provide accurate and comprehensive information about the client and their case to facilitate efficient case management.</li>
<li>Maintain detailed records of client interactions, consultations, and activities in the firm's customer relationship management (CRM) system.</li>
<li>Provide regular updates to management on performance, and ensure the proper use of systems to guarantee accurate reporting.</li>
<li>Greet clients, answer calls, and other required front desk duties.</li>
<li>Support clients by collecting, and processing documents or other direct client needs to serve as a liaison between clients and the legal team.</li>
<li>Oversee office tasks to maintain smooth daily operations.</li>
<li>Handle any additional tasks or responsibilities as directed by management.</li>
</ul>
Qualifications
<ul>
<li>All candidates must have a Bachelor's Degree.</li>
<li>Must be fully bilingual- Spanish &amp; English.</li>
<li>Must possess at least 2 years of professional experience, preferably working in an immigration law firm.</li>
<li>Strong persuasive communication and someone who enjoys working directly with current and potential clients.</li>
<li>Knowledge of immigration laws, regulations, and processes.</li>
<li>Excellent interpersonal and relationship-building skills to establish trust and credibility.</li>
<li>Ability to work independently and a self-starter.</li>
<li>Outstanding communication skills, both verbal and written, to effectively convey complex information.</li>
<li>Results-oriented mindset with a drive to meet or exceed targets and business objectives.</li>
<li>Familiarity with CRM systems and activity tracking tools.</li>
<li>Experience in client-facing roles, preferably in a legal or immigration setting.</li>
<li>Strong organizational skills with the ability to multitask in a fast-paced environment.</li>
<li>Exceptional written and verbal communication skills.</li>
<li>Ability to work independently while being a team player.</li>
</ul>
We are excited about the possibility of you joining our team! Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC!</div>

Client Service Specialist- (Bilingual English/Spanish)

Solem Woodward & McKinley, P.C.

Overview We are seeking a proactive Intake Coordinator / Social Media Marketer / Billing Clerk who has excellent attention to detail. This multifaceted role offers an exciting opportunity to learn the intake and administrative side of a law firm. As a vital link between our clients, marketing efforts, and internal operations, you will play a key role in ensuring seamless client onboarding, engaging social media presence, and accurate billing processes. If you thrive in a client facing environment, possess a passion for helping to solve legal problems, and excel at organization and communication, this position is perfect for you! Join us to make a meaningful impact in the Denver, Colorado community.Responsibilities<ul><li>Coordinate client intake procedures, including initial intake calls and factual investigation, scheduling follow up, drafting legal services agreements, and setting up new cases in our case management software.</li><li>Manage and grow our social media presence across platforms such as Facebook, Instagram, LinkedIn, and Twitter.</li><li>Perform keyword research and utilize SEO best practices to optimize content for search engines, boosting visibility and web traffic while working with attorneys to draft newsletters and legal updates.</li><li>Manage billing processes, including issuing and editing invoices, tracking payments, and following up with clients for collections.</li><li>Ensure all marketing and administrative activities adhere to company policies and industry standards, maintaining professionalism and transparency.</li></ul>Requirements<ul><li>Client focused social skills and attention to detail.</li><li>Strong knowledge of SEO, keyword research, Google Analytics, and web analytics tools to optimize online content and campaigns.</li><li>Excellent proofreading, editing, and communication skills to craft compelling and accurate content.</li><li>Ability to multitask effectively, managing client intake, social media, and billing with attention to detail and organization.</li><li>Strong relationship management skills, with an emphasis on customer service and public relations.</li><li>Ability to adapt quickly to changing priorities and work collaboratively within a team environment.</li><li>Prior experience in case management software, billing, invoicing, and financial record-keeping is strongly preferred. Join us and become a key contributor to our innovative team! This paid position offers a unique blend of administrative, creative, and marketing responsibilities, providing valuable experience and growth opportunities in a supportive environment. We&rsquo;re excited to see how your skills and enthusiasm can help us elevate our brand and serve our clients better!</li></ul>Job Type: Full-timePay: $55,000.00 - $62,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Legal administrative: 1 year (Preferred)</li></ul>Ability to Commute:<ul><li>Englewood, CO 80110 (Required)</li></ul>Ability to Relocate:<ul><li>Englewood, CO 80110: Relocate before starting work (Required)</li></ul>Work Location: In person

Intake Coordinator / Social Media Marketing / Billing Clerk

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

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Client Intake Specialist

Client Intake Specialist

Legal Intake Specialist

Bilingual Intake Specialist

Client Service Specialist- (Bilingual English/Spanish)

Intake Coordinator / Social Media Marketing / Billing Clerk

Assistant Client Intake Coordinator