4,152 Client Intake jobs in the United States

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Direct message the job poster from Insight Global

• 2+ years of experience in customer service
• Computer proficiency (Microsoft Office 365/Suite)
• Excellent communication, both verbally and written

Plusses:

• Experience working in a call center environment
• Experience working in a law firm
• Associates/Bachelors Degree

Day-to-day:

Insight Global is seeking a Client Intake Specialist for one of our law firm clients in Ridgefield Park, NJ. This role will start out onsite and have a potential to move to a hybrid remote environment if proven the ability to work autonomously.

As a Client Intake Specialist, you will be responsible for handling the initial calls and inquiries (Web, Email, Chat) from new prospecting clients seeking out a firm to represent them regarding potential injury claims. Our client provides best-in-class services and obtains detailed information regarding the incident to be reviewed by their attorneys immediately. In this role we need someone who will approach each interaction with a high degree of attention and sense of urgency to ensure the best possible outcome. In this role you will also be responsible for following up with all potential clients regarding documentation, next steps, and assisting in the sign-up process all while providing an excellent client service experience.

Compensation:

$50,000 to $5,000per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

• Seniority level Associate

• Employment type Full-time

• Job function Customer Service
• Industries Staffing and Recruiting, Legal Services, and Law Practice

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Medical insurance

Vision insurance

401(k)

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New York, NY 55,000.00- 57,500.00 1 week ago

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Manhattan, NY 45,040.00- 52,242.00 3 months ago

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New York, NY 142,000.00- 202,000.00 1 week ago

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Beacon Hill's client is seeking a compassionate and detail-oriented Client Intake Specialist to serve as the first point of contact for prospective clients. This role plays a critical part in managing the intake process, supporting internal operations, and collaborating across sales, marketing, and administrative teams to ensure an excellent client experience. This is a contract-to-hire role that is onsite in Little Canada, MN.

Key Responsibilities:

• Client Intake & Sales Support
• Administrative & Reception Support
• Billing & Financial Coordination
• Marketing & General Support

Qualifications:

• High school diploma required; college degree preferred
• Experience in a client-facing or administrative role
• Proficiency with CRM systems, calendars, and workflow/reporting tools
• Strong attention to detail and ability to handle multiple priorities

What You Bring:

• Empathy and professionalism in all client communications
• Excellent written and verbal communication skills
• A proactive, solution-focused mindset
• Flexibility and adaptability in a fast-paced legal or professional services setting
• Ability to collaborate effectively across departments

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Refer to ID 1423911-4664 when applying

DescriptionAnswer the first call that turns tax stress into peace of mind.Wiggam Law is hiring a Client Intake Specialist to join our growing sales and client experience team. You'll help guide people through some of the most financially stressful moments of their lives - with empathy, speed, and precision.This isn't your average admin role. You'll be a key driver of firm growth, handling inbound inquiries, preparing engagement documents, and owning the intake process from first contact to handoff, with clear goals, real impact, and room to grow.About Wiggam LawOur culture balances excellence and empathy, precision and play, growth and groundedness. If you want to be part of a tight-knit team that wins together and has fun doing it, you'll fit right in.ResponsibilitiesYou'll manage both the people-facing and systems-facing sides of client intake. Think: part client guide, part process ninja. Your Core Responsibilities•Convert leads into clients. Handle inbound calls and emails with empathy and professionalism; schedule consultations; follow up with qualified leads and convert them to clients to drive firm growth.•Onboard new clients. Accurately and efficiently draft and send engagement documents, collect payments, and process Power of Attorney (POA) forms.•Keep everything moving. Track next steps for no-shows, inactive leads, and new client handoffs to progress potential new clients through the sales pipeline.•Own the data. Ensure firm CRM records are complete and accurate across Lawmatics, Clio, and Dropbox. Keep the CRM pipeline updated.•Collaborate across teams. Partner with legal, sales, and administrative staff to hand off leads who become clients and deliver a smooth new client experience.•Support our Transcript Monitoring Service. After a case closes, introduce clients to our ongoing monitoring service, follow up on interest, and prepare engagement documents for those who opt in.Your Key Outcomes•Call-to-client conversion targets met quarterly•Engagement documents are sent within 48 hours of the request•POAs processed and submitted within 48 hours of receipt from new clients•Client record accuracy at 98% or aboveQualificationsYou don't need a legal background: just the skills to communicate, follow through, and work with heart. •Technical degree or higher level of education is required•2+ years in client intake, sales support, customer service, or admin roles with heavy phone/email interaction•Strong phone presence and clear, professional communication•Comfort with structured processes and CRM tools (Lawmatics or Clio is a bonus)•High attention to detail - especially with documents, forms, and client data•The ability to stay calm under pressure and help clients feel heard and supported•Tech fluency with Google Workspace, Microsoft Office, Adobe applications, and cloud tools•A desire to solve problems and improve workflows, not just complete tasks•You manage your time well and stay focused when juggling multiple tasks•You work well independently, but thrive in team environments tooWhat we offer:•Generous benefits package•Competitive compensation, with a quarterly bonus for hitting performance goals•Accrued paid time off•Employer-provided health insurance•Dental and vision insurance are available•Paid group disability and life insurance policy•Up to 4% 401(k) match•An annual retirement contribution from the firm's profit-sharing plan•Paid parking or a monthly MARTA fare•Clear growth path with the opportunity to evolve into a sales role or move to other areas of the firmWhy This Role, and Why Now?We're expanding fast, and intake is at the heart of that growth. You'll help shape how we welcome new clients and how we scale. You'll report directly to the Head of Client Experience, with dotted-line visibility to sales and legal leadership.This is a rare chance to own a process, see the impact of your work in real time, and be part of a team that's building something meaningful and doing it with heart.

Benefits: 401(k) Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Profit sharing Training & development Vision insurance Client Intake Specialist - Inside Sales with Purpose Full-Time | $18-$0/hr + Generous BonusesAre you a confident communicator who thrives on helping others and making things happen? Zanes Law Injury Lawyers is a top-tier Arizona personal injury law firm is hiring a Bilingual Client Intake Specialist to join our high-performance team. This is not a call center job it's an inside, consultative sales position where your conversations create real impact. This position is in office in our beautiful new offices at 333. E Camelback Rd. 85018).Whether you've crushed it in customer service, hospitality, or retail sales, if you know how to connect with people, solve problems fast, and follow through with confidence we want to hear from you. What You'll Be DoingBe the first voice potential clients hear, make a powerful first impressionAsk great questions, uncover needs, and determine if we can helpExplain the real-life value of legal support (we'll train you!)Confidently guide qualified leads through the sign-up processFollow up like a pro: phone, text, email, you know how to get answersLog details and keep everything organized in our CRM What We're Looking For3+ years of customer service experience2+ years of sales experience (consultative or inside sales a plus)A natural people person who's confident, empathetic, and sharpA fast learner who adapts well and thrives in high-energy environmentsTech-savvy and organized, you handle your pipeline like a bossCoachable, reliable, and ready to level up your career Compensation & Perks 18- 20/hr base pay depending on experienceGenerous bonus plan based on signed casesHealth, dental, vision, PTO, STO, 401(k) and two profit sharing plansPaid training and long-term career growth opportunitiesA modern, supportive, no-drama workplace where your effort is recognized (find us on Google business and check out our beautiful new office)Our Culture: We Live the GOAT ValuesAt Zanes Law, we don't do average. We live our GOAT Values every day:GIVE A DAMN - We care deeply about our clients, our team, and our mission.OVERDELIVER - We go above and beyond, not because we have to, but because we want to.A BLESSING TO OTHERS - We use our work to lift others up, not just ourselves.TOTALLY DRAMA FREE - We show up like grown-ups, support our teammates, and handle business.If this sounds like your thing, you'll fit right in. Why You'll Love It HereYou'll grow fast. You'll earn well. You'll work with smart people who care. You'll help real clients who need someone like YOU to guide them through a tough time. This role is high-responsibility but it's also high-reward.Compensación: $ 8.00 - 20.00 per hour Zanes Law Injury Lawyers LLCDoug Zanes founded Zanes Law in 2003. Our firm's first office was located in Tucson, Arizona, with Doug as the only attorney. His wife Claudia, who is a business executive, helped run the business operations within the law firm. During this time, we were able to count our entire staff on one hand.By 2008, we had added two lawyers and employed a team of 15 staff members. It was at this time that we began to focus our practice on personal injury cases. We realized that helping accident victims was far more personally fulfilling than the area of law we had been practicing.By 2017, the firm grew to include 10 lawyers spread across three law offices. There were two offices in Tucson, Arizona, and a third office in Phoenix, Arizona. Today, we continue to serve personal injury victims living and/or working in and around Tucson, Phoenix, Nogales, Sierra Vista, Douglas, Yuma, Flagstaff, and Northern Arizona. We also serve Glendale, Casa Grande, Scottsdale, Mesa, Chandler, Gilbert, Tempe and the entire Phoenix Metro area.In the past 20 years, Zanes Law Injury Lawyers has recovered almost 1 Billion Dollars for our clients. Both Doug and Claudia believe that our firm owes this success to the wonderful people who work here. Our paralegals, case managers, intake specialists, receptionists, attorneys, and business executives make sure to take care of our clients every step of the way.Página Web de la Compañía:

In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible.

Responsibilities:

Tasks include:

1. Act as a client concierge from intake and scheduling of prospective clients, follow up to schedule appointments before and after, outreach after becoming a client, and nurturing the client relationship for closed clients.
2. Experience in sales and customer service a must!
3. Use management software and CRMs, including researching better online tools for automation and communication.
4. Help develop programs for new client acquisition, glide paths for converted clients, and retention of closed clients.
5. This position is ALL about treating every client as our TOP client, even before they become a client to long after we have finished their case.
6. Must use Oxford Comma and pay great attention to detail in spelling of names of team members and clients.
7. Great attitude and looking for long-term commitment.

Our preferred candidate:

1. Has a GREAT personality and sense of humor.
2. Wants a long-term position.
3. No experience in a law firm necessary.
4. Shows compassion when dealing with clients and has a talent for winning their confidence and respect.
5. Is willing to work hard to see that clients receive top-notch service and results.
6. We are looking for someone who has character, intelligence and integrity; and someone who contributes positively to the atmosphere within the office.
7. No one who takes themselves too seriously, thinks that scanning a document is beneath them and will wash their own coffee cup.
8. Someone who believes in civil rights and equality for all.

$45,000 - $52,000 yearly

1. Initial compensation will be based upon prior experience and current pay. Raises will be based on job performance.
2. This position is NOT remote.
3. Health insurance and retirement options.
4. Option to occasionally work remotely.
5. The Firm provides paid holidays and generous paid time off (PTO).

About Burch Law PLLC

We are a diverse, progressive-minded, woman-owned law firm with a passion for helping people from all walks of life whether they are families, individuals, or parents, who identify as LGBTQ, no matter the net worth, age, and stage of life. We primarily focus on Estate Planning, Probate, and Business Law. We are located in North Dallas.

Job Type: Full-Time

Experience Level: Entry Level

Job Function: General

• Engage with Potential Clients: Manage inbound inquiries and proactively follow up with potential clients via phone, text, and email.
• Information Gathering: Collect and document detailed incident, injury, and case information using intake software and public resources (e.g., Google Maps, NYSCEF).
• Screen and Assess Cases: Evaluate claims to determine merit and recommend next steps-retain, refer, or decline.
• Educate and Guide: Clearly explain the personal injury legal process and required documentation to potential clients.
• Coordinate and Schedule: Arrange consultations with attorneys and schedule follow-ups to build trust and streamline the intake process.
• Maintain Accurate Records: Ensure all client communications and case data are captured accurately in relevant systems.
• Vendor and Partner Management: Oversee call center workflows and nurture relationships with referral partners to support mutual success.
• Collaborate Cross-Functionally: Work closely with attorneys and legal staff to ensure a seamless handoff from intake to case management.

• Fluency in both English and Spanish.
• 5+ years of experience in intake or paralegal roles within personal injury law.
• Exceptional communication, interpersonal, and organizational skills.
• High attention to detail with the ability to multitask in a fast-paced environment.
• Proficiency in Microsoft Office, Outlook, Calendly; experience with Lead Docket or SmartAdvocate is a plus.
• A client-first mindset, with a passion for helping others through complex processes.

In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible.

Compensation: $45,000 - $52,000 yearly

• Entry level

• Full-time

• Other

• Legal Services