Client Intake Specialist
FBT 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; Florence, KY; Houston, TX, Indianapolis, IN; Lexington, KY; Louisville, KY; Nashville, TN; Pittsburgh, PA; or West Chester, OH. 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 required. 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. 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.
$45k - $52k
...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... ...The Job Tasks include: Act as a “client concierge” from intake and scheduling of prospective clients, follow up to schedule appointments...SuggestedWork at office- ...Job Title: Client Intake Specialist Type: Independent Contractor Location: Remote | South Africa Working Arrangement: Full-time, Virtual About Us The Law Offices of Sabrina Li, P.C. is a leading, full-service U.S. immigration law firm with offices in Los Angeles, Pasadena...SuggestedFull timeFor contractorsWork at officeRemote workHome officeFlexible hoursShift work
- ...to work remotely up to 2 days per week after a 90-day introductory period Position Summary Our law firm client is seeking a Client Intake and Conflicts Specialist. Under the direction of the Conflicts and New Business Intake Manager, the Client Intake and Conflicts Specialist...SuggestedWork at officeRemote work2 days per week
- A law firm is seeking a Client Intake and Conflicts Specialist in Dallas, Texas. This hybrid role involves performing conflict of interest searches, maintaining accurate client and matter information, and assisting the Conflicts Department with operational tasks. Ideal...SuggestedWork at office
- Working under the direction of the Conflicts and New Business Intake Manager, the Client Intake Specialist performs conflict searches and updates and maintains accurate client and matter information in the time and billing system. The Specialist maintains contact with...Suggested
$75k
Client Intake Specialist | Downtown Dallas | Hybrid Schedule | Up to $75K Are you an experienced Conflicts or New Business Intake professional looking to join a highly respected law firm with exceptional benefits and a collaborative culture? We're seeking a Client Intake...- The Law Offices of Sabrina Li, P.C. is seeking a proactive Client Intake Specialist to be the primary contact for prospective and existing clients while providing administrative support to the team. Ideal candidates have experience with U.S. law firms or U.S. legal matters...Remote jobFull timeFor contractorsFlexible hours
- Burch Law, PLLC is seeking a Client Concierge in Dallas to be the first point of contact for clients, ensuring a smooth and straightforward... ...throughout their interaction with the firm. You will manage intake, scheduling, and client follow-ups with a focus on outstanding service...
- Vital Care Infusion Services seeks a full-time on-site Billing/Intake Specialist in Meridian, MS. You will process referrals and claims, work to reduce denials and improve cash flow, and identify revenue opportunities while adhering to established processes. You will credential...Full timeContract work
- ...Client Support Specialist At Nachawati Law Group, we are dedicated to providing compassionate, high-caliber legal representation to our clients... ...to ensure minimal hold times. Client Onboarding & Intake Support Guide clients through completing discovery questionnaires...Temporary workWork at office
$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...Remote jobHourly payImmediate startWork from homeHome office- A leading legal firm in Dallas seeks a BDC Representative (Legal Sales) specializing in client intake. This role involves screening calls, managing potential client relationships, and assisting attorneys. Candidates should possess a minimum of 3 years of sales experience...
- FIRST PRESBYTERIAN CHURCH - STEWPOT is seeking a part-time Client Services Intake Coordinator to support the front desk and collaborate with the client services team and other departments. The role will manage intake lists, screen clients for services, and ensure smooth...Part time
- Catapult Solutions Group is seeking a Healthcare Claims Intake Specialist in Addison, TX. This full-time, on-site role involves processing anesthesia claims, verifying insurance coverage, and ensuring compliance with billing requirements. The ideal candidate has 2+ years...Full time
- Husch Blackwell LLP in Dallas seeks a Client Delivery Specialist (Commercial Legal Assistant) to support attorneys with workflow, intake, billing, and client communications. This on-site role requires coordinating across teams, managing calendars, and maintaining confidentiality...
- A legal services firm in Dallas, Texas is seeking a bilingual Intake Specialist fluent in English and Spanish. This full-time role is crucial for first contact with potential clients, requiring 2+ years in legal environments and sales experience. Responsibilities include...Full timeWork at office
- The Stewpot at First Presbyterian Church in Dallas is seeking a part-time Client Services Intake Coordinator to work with the client services team and other departments. The role reports to the Director and Manager of Client Services and supports comprehensive intake processes...Part time
- ...and We Win Together, we're committed to supporting both our clients and one another. As a Social Security Disability law firm, we... ...us. Are you ready to take the next step in your career? The Intake Specialist is the first point of contact for clients and potential clients...Temporary workWork at office
$18 per hour
...We are seeking a dedicated and empathetic Healthcare Intake & Authorization Specialist to join our Care Center team. In this high-volume inbound role... ...Compliance & Quality: Adhere to regional regulatory and client requirements while meeting monthly call metrics and...Hourly payPermanent employmentTemporary workWork experience placementWork at officeRemote workShift work- ...development Paid time off Position Summary The Client Care Coordination Specialist serves as a vital liaison between patients, caregivers,... ...team. This role is responsible for coordinating patient intake, scheduling home health services, managing referrals, and...Work at officeRemote work
- ...Days After 90 Days) LHH Recruitment Solutions is partnering with a prestigious downtown Dallas law firm to identify a Client Intake and Conflicts Specialist to join its Risk Management and New Business Intake team. This is a high-visibility role supporting attorneys and...Work at officeRemote work
$50k - $75k
...Katie L. Lewis, P.C. is seeking a full-time Intake Specialist to serve as the first point of contact for prospective clients navigating family law matters. In this role, you will speak with potential clients, gather key information, guide them through the intake process...Full timeWork at office- Tier4 Group is seeking an IT Business Support Analyst / IT Intake Coordinator for a 2-month contract with potential extension. This position is 100% remote but requires residence within a drivable distance of Dallas, TX, and follows a 9:00 AM-5:00 PM CST schedule, Monday...Remote jobContract workMonday to Friday
- ...Description: Innovations Community Mental Health Center delivers compassionate, client-centered behavioral health services throughout Texas. We are seeking a dynamic and highly organized Intake Coordinator / Administrative Assistant to support both client intake and...Full timeWork at officeMonday to Friday
- ...not scheduled with a Case Manager due to program capacity. Set up initial client file for Veterans being assigned to Case Manager. Prepare reports as requested by Lead Outreach and Intake Specialist, Program Manager or Site Coordinator. Other duties as assigned....
- Uvalle Law Firm, PLLC is seeking a bilingual Legal Intake Specialist to join our fast-paced, growth-oriented team in Dallas. You will engage with potential clients, qualify cases, and provide solutions while delivering excellent customer service. The role requires strong...Remote jobNight shiftWeekend work
- ...Firm in Dallas, TX is seeking a professional bilingual legal intake specialist to join our fast-paced personal injury team. You will work with... ...development within the firm. Ideal candidates bring strong client service experience, exceptional communication skills, and the...Remote job
- Job Details: Job Location: DALLAS, TX 75201, Client Services Intake Coordinator, Part-Time The intake coordinator will work closely with the client services team as well as the other departments at the Stewpot. This position reports to the Director of Client services and...Part time
- A leading recruitment agency located in Dallas, Texas, is seeking a Client Intake Specialist to perform conflict searches and manage client information accurately. The ideal candidate should have experience in new business processing, maintain confidentiality, and possess...
$18 - $20 per hour
...Client Service Representative (CSR) Location: Syracuse, NY Schedule: Monday - Friday, 8:30am-5:00pm Join a Great Place to Work... .... You will interact directly with clients, manage projects from intake through delivery, and ensure every job is completed accurately...Hourly payWeekly payWork at officeImmediate startMonday to Friday
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