Client Intake Specialist
$32 - $42 per hourFBT Gibbons LLP
Client Intake Specialist
FBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid-sized businesses and growth-oriented startups across the United States. Our teams collaborate across departments and geographies to deliver excellent service to our clients, colleagues, and the communities we serve.
At FBT Gibbons, diversity enriches our vibrant culture and empowers our teams to achieve more together. We welcome talented professionals who bring valuable skills, a collaborative mindset, and a shared commitment to helping our firm and clients thrive. Here, you'll make meaningful contributions, collaborate with exceptional colleagues, and build a career that grows with your skills and ambitions.
We are currently seeking a Client Intake Specialist to support critical client onboarding and conflicts review functions that are essential to delivering timely and accurate service across the firm.
The ideal candidate is organized and collaborative, with strong judgment and the ability to analyze information, identify issues, and communicate clearly with a range of stakeholders.
This position is eligible for remote work in Charleston, WV; Cincinnati, OH; Columbus, OH, Dallas, TX; Denver, CO; Florence, KY; Houston, TX, Indianapolis, IN; Lexington, KY; Los Angeles, CA; Louisville, KY; Nashville, TN; Orange County, CA; Pittsburgh, PA; West Chester, OH.
The preferred schedule for this position is based on location: 12:00 p.m. to 8:00 p.m. Eastern Time, 11:00 a.m. to 7:00 p.m. Central Time, 10:00 a.m. to 6:00 p.m. Mountain Time, or 9:00 a.m. to 5:00 p.m. Pacific Time, with flexibility as needed to support business needs.
Key Responsibilities:
- Review, analyze and process electronic client intake forms.
- Communicate with the firm's Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys and legal practice assistants regarding information on client intake forms and conflicts search reports.
- Conduct conflicts searches using the firm's database systems.
- Review and process information gathered from conflict searches and generate corresponding reports.
- Prepare clear and concise summaries of conflict search results.
- Identify and report performance issues with client intake and conflicts software.
- Collaborate with the billing team to maintain accurate and up to date client and matter data, including contact information, billing attorney assignments, and originating credit.
Job Requirements:
- Bachelor's Degree preferred, or equivalent combination of education and relevant experience.
- Minimum three years of experience in research.
- Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases.
- Ability to develop and execute search strategies to obtain accurate results from electronic databases.
- Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data.
- Strong customer service skills, with the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations.
- Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence.
- Strong attention to detail, with accurate and efficient data entry skills.
- Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables.
- Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment.
FBT Gibbons is fully committed to equality of opportunity in all aspects of employment. It is the policy of FBT Gibbons to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
FBT Gibbons offers a competitive salary and a comprehensive benefits package, including health care coverage (medical, dental, and vision), life insurance, short- and long-term disability, paid parental leave, employee wellbeing and EAP programs, paid time off, and a 401(k) retirement plan with employer matching and profit-sharing. Benefit offerings and eligibility vary by location and are subject to applicable plan terms and legal requirements.
The pay range for this role accounts for the wide range of factors considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. For applicants physically based in Los Angeles or Orange County, a reasonable estimate of the current range is $32.00 - $42.00 hourly. For applicants physically based in Denver, a reasonable estimate of the current range is $28.50 - $38.50 hourly. Actual pay will be determined based on skills, relevant experience and other job-related factors, consistent with applicable employment laws.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Applicants must be authorized to work in the United States without current or future employer sponsorship. FBT Gibbons does not provide visa sponsorship for this position.
Consistent with the requirements of applicable state and local laws, including San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance, FBT Gibbons will consider for employment all qualified applicants, including those with arrest and/or conviction records.
The application deadline for this position is June 26, 2026.
FBT Gibbons LLP- ...with a long history in these industries, but you're ready for a change, and a new career opportunity. Keep reading. Client Intake Specialist – High-Performance Call Environment KRW Asbestos Lawyers is seeking disciplined, high-performing phone professionals to...SuggestedFull timeWork at officeMonday to Friday
$50k
Client Intake & Sales Specialist (Family Law) Mokolo Law Firm is a highly regarded family law and immigration practice headquartered in Houston, Texas, serving clients across the greater Houston area, including Fort Bend County and San Antonio. Led by Principal Attorney...Suggested- ...personal injury litigation firm is seeking a Legal Receptionist / Intake Specialist to become a part of our growing team. Fluent in both English... .../ Duties: Meet, greet, and screen new potential clients over the phone or in person Answer and route incoming calls on...SuggestedWork at office
- Allsup, LLC is looking for a Sales Intake Specialist in Houston, Texas. In this role, you will handle inbound calls, assess customer eligibility... ...Security Disability Insurance, and build relationships with clients. Expected skills include sales experience and excellent...SuggestedRemote jobMonday to FridayFlexible hours
$14.5 - $16.5 per hour
...Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven...SuggestedRemote jobHourly payImmediate startWork from homeHome office- ...Client Intake Manager FBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market... ...risk management standards. Supervise client intake specialists, including oversight of workflow distribution, project assignments...Temporary workWork at office
$50k
Mokolo Law Firm in Houston, Texas, seeks a Client Intake & Sales Specialist to convert leads into clients. This role includes conducting consultations, guiding decisions, and managing client onboarding. Ideal candidates have 3-5 years in sales, with strong communication...- ...Dental insurance ~ Training & development ~ Vision insurance Position Overview We are seeking a highly motivated Intake Specialist who excels on the phone, thrives in a fastpaced environment, and enjoys connecting with people. This role focuses on scheduling...
- ...Greenberg Traurig, LLP is looking for an Intake Specialist to join their Conflicts Team. This remote role involves data entry into the Conflicts and Accounting System software and supporting various administrative tasks. The ideal candidate will possess excellent communication...Remote work
- ...happy to announce that we are currently recruiting for two Intake Specialist positions. Our preference is for these positions to be in-office... ..., and supports the delivery of timely, accurate, and client-centered services. This position requires sound judgment, professionalism...Temporary workWork at office
- ...role will support our operations and outside sales team, as well as other offices and departments. Primary Responsibilities Intake customer inquiries for equipment rental, order status, and general questions. Develop and issue quotes for our products and...Bi-weekly payContract workWork at officeFlexible hours
$60k - $114k
...with multiple locations across the United States. The Senior Client Account Specialist ensures the firm receives timely payments from debtors.... ...correct client collections contact information to the business intake and client data teams. Identify, research, and propose...Full timeTemporary workWork experience placementWork at officeFlexible hoursShift work- ...Opportunity : Easter Seals of Greater Houston is currently seeking an experienced Lead Intake Specialist who will play a key role in supporting the Veterans Program by managing client intake, case assignment, and service coordination. This role is primarily in-person,...Full timeWork at officeAfternoon shift
- A reputable law firm in Houston is seeking an experienced Intake Specialist to support the Personal Injury department during the overnight shift. This key role involves handling client inquiries with professionalism and empathy, converting leads into signed clients, and...Night shift
$150 per hour
Houston, Texas Circle Of Hope Services Houston is a client-centered organization that assists children and adults in the community with... ...Counselor (LPC) with clinical skills to assist in new client intakes. You will work closely with the Intake Team to execute the vision...Flexible hours- ...to expand our reach while maintaining a client‑first approach built on compassion, urgency... ...Injury team grows, we’re bringing intake onsite to ensure 24/7 coverage and an elevated... ...We are seeking an experienced Intake Specialist to join our Houston office and support our...Full timeWork at officeShift workNight shift
- Position Summary The Client Care Specialist I is an entry‑level client service role, responsible for managing day‑to‑day client communications... ...focuses on handling routine inquiries, assisting with sample intake, and ensuring accurate client records while building foundational...
- A leading legal support service in Houston is seeking a motivated Intake Specialist. Responsibilities include answering inbound calls, scheduling appointments, qualifying leads, and ensuring a positive customer experience. Candidates should be organized and detail-oriented...
- Your Legacy Legal Care® is looking for a highly motivated Intake Specialist in Houston, Texas. This role is vital for connecting with clients through phone calls, scheduling appointments, and following up with leads. The ideal candidate will possess strong communication...
$20 - $25 per hour
...negligence of others. We are passionate about delivering exceptional client service while aggressively pursuing justice for our clients.... ...within a dynamic legal environment. Position Overview The Intake Specialist is the first point of contact for potential Personal Injury...Full timeWeekend workAfternoon shift$20 - $25 per hour
AK Law Firm, PLLC in Houston, Texas is looking for an Intake Specialist to be the first point of contact for Personal Injury clients. The ideal candidate will be bilingual (English/Spanish) and have a minimum of 3 years of experience in intake or sales. The role involves...Hourly payFull time- ...Regularly communicates with internal and external customers on various issues. Operates as a team member on all data entry and order intake, supporting other Customer Service Representatives as necessary. Audits customer purchase orders for pricing, quantity, terms of...Work at officeLocal area
- ...Customer Service Professional Our client handles a high volume of on-demand medical pick-up and deliveries in the Houston area per... ...and hospitals) Receive and process phone and email orders Intake client information to clarify deliveries Ask customer questions...
$30k - $35k
ST. Georgia's Residential Treatment Facility seeks an Intake Specialist/Aftercare Coordinator to manage patient intakes and support post-treatment... ...is accurate, and provide critical communication between clients, families, and treatment teams. The role requires a Bachelor'...Full time$22 - $26 per hour
...the customer experience while serving as a real-time feedback loop to the Marketing department. Core Responsibilities Inbound Intake & Discovery Own the main phone line, sales inbox, and website inquiries, treating every interaction as a discovery opportunity...Hourly payFull timeWork at officeImmediate start- ...supporting our physicians, attorneys, and referral partners. We are seeking a dependable and detail-oriented Referral Intake & Scheduling Specialist to join our Scheduling and Insurance team. This is a high-volume position that requires accuracy, efficiency, professionalism...Work at officeShift work
$85k - $135k
...Fresh Start Home Services, LLC Job Title: Lead Manager Specialist Reports To: SVP of Sales Location: Houston, TX / in-office... ...and growing. We are driven by an unwavering dedication to our clients success with a mission to help 15,000 families in our...Full timeWork at office- The Council on Recovery is seeking an Intake Case Manager for The Cradles Project in Houston, Texas. This role involves providing community-based case management services to new and expecting parents impacted by behavioral health challenges. The candidate should have a...Full time
- ...solutions, this role is for you. The Connection Specialist is the first point of contact for... ...measurable goals. Bonus points for lead intake experience at a law firm, or for claims... ...for effective outreach. Engage potential clients in consultative conversations to build...Live inWork at officeWeekend work
$50k
...Client Support Specialist - Export VIP MSC USA - Houston Job Summary The Export VIP Clerk must meet the customer service expectations required by the Department for the VIP customers. Ensures timely and smooth process of cargo while providing outstanding personalized customer...Temporary workWork at officeLocal areaRemote workWorldwideOverseasFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Intake Specialist. Be the first to apply!
- customer service associate remote Houston, TX
- card services representative Houston, TX
- patient customer service representative Houston, TX
- participant services representative Houston, TX
- logistics customer service representative Houston, TX
- airport customer experience specialist Houston, TX
- customer success associate Houston, TX
- international customer service representative Houston, TX
- medical customer service representative Houston, TX
- customer service rep part time Houston, TX


