Client Intake Specialist
Sabrina Li
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, Santa Ana, and Dallas, as well as international operations across Asia, Africa and Central and South America. We are dedicated to helping individuals, families, and businesses navigate complex legal challenges with skill, compassion, and integrity. We are proud to be recognized as a 2025 Inc. Best Workplaces honoree, a distinction that reflects our intentional investment in our people and workplace culture. We are committed to fostering a supportive, collaborative, and growth-oriented environment where team members feel valued, empowered, and equipped to succeed. Our firm prioritizes professional development, clear career pathways, and a culture of accountability and respect — creating a workplace where high performers can build meaningful, long-term careers. Why Join Our Team? Supportive & Growth-Oriented Environment Comprehensive training to set you up for success in your role Ongoing opportunities for professional development and career advancement Collaborative and empowering culture within a global team Flexible Remote Work Fully remote position based in Asia Flexible scheduling to support productivity and work-life balance Work from the comfort of your home with no commute Competitive & Rewarding Benefits Holiday pay for all U.S. federal holidays observed by the firm Performance-based bonuses to reward your contributions Periodic remuneration reviews to ensure fair and competitive compensation Dynamic & Professional Culture Be part of a team that values initiative, reliability, and professionalism Thrive in an environment that encourages innovation and continuous learning About the Role We are seeking a proactive and detail-oriented Client Intake Specialist to serve as a primary point of contact for prospective and existing clients while providing administrative support to our team. The ideal candidate will have prior experience working with U.S. law firms or U.S. legal matters and will excel in client communication, intake, scheduling, organization, and coordination. Key Responsibilities Serve as a primary point of contact for client calls, emails, and social media inquiries, providing professional and knowledgeable support to clients and prospective clients Screen inquiries, identify client needs, schedule consultations, and guide prospective clients through the intake process Build rapport with clients, follow up on inquiries, and support the conversion of leads into retained clients, meeting monthly sales and consultation targets Manage calendars, inboxes, communications, and deadlines while providing day-to-day operational support to the management team Maintain accurate and up-to-date client records using CRM systems, including tracking interactions, follow-ups, and intake progress Apply knowledge of U.S. legal processes and terminology when communicating with clients, screening inquiries, and coordinating consultations Accurately identify and elevate inquiries that require attorney review or legal guidance Qualifications Minimum of 2 years of experience in client relations, customer service, administrative support, or a related role (required) Bachelor's degree in communications, business administration, or related field preferred Prior professional experience working with U.S. law, a U.S.-based law firm, or U.S. legal matters (required) Experience in U.S. immigration law or another area of U.S. law is strongly preferred Working knowledge of U.S. legal terminology, legal processes, and client intake procedures Familiarity with CRM software, virtual communication tools, and scheduling applications Proficiency in Microsoft Office Suite, email management systems, and virtual collaboration tools Strong interpersonal skills, attention to detail, and ability to multitask Reliable internet connection and dedicated home office setup Strong written and verbal English communication skills Professional and confident communication skills when interacting with clients regarding legal services Ability to understand, organize, and accurately document client information while maintaining confidentiality Familiarity with communicating through social media platforms such as Facebook, Instagram, WhatsApp, and LinkedIn Working Hours The standard working hours for this role are 8:00 AM to 5:00 PM Pacific Time (PST). However, alternative shift arrangements may be considered to accommodate the vast time difference. #J-18808-Ljbffr
- ...Client Intake SpecialistFBT Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market... ...skills and ambitions.We are currently seeking a Client Intake Specialist to support critical client onboarding and conflicts review...SuggestedTemporary workWork at officeRemote work
$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- ...BDC Representative (Legal Sales) - Client Intake Specialist Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry. The BDC Intake Specialist will be the first point of contact...SuggestedWork at officeImmediate startWeekend work
- 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
- Client Intake Specialist Conflicts & New Business Intake A leading law firm is seeking a Client Intake Specialist to join its Conflicts & New Business Intake team. This is an excellent opportunity for a detail-oriented legal professional with 35+ years of hands-on law...SuggestedWork at office
$72k - $75k
...Job Description Job Description Client Intake and Conflicts Specialist Downtown Dallas | Hybrid (2 Remote Days After 90 Days) LHH Recruitment Solutions is partnering with a prestigious downtown Dallas law firm to identify a Client Intake and Conflicts Specialist...Work at officeLocal areaRemote 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...Work at officeRemote work2 days per week
$40k - $42k
...voluntary benefits and life insurance solutions. Click here to learn more about Group Benefits solutions. Role Overview: The Intake Customer Service Advocate will field incoming calls from customers to initiate the accurate setup of Family Medical Leave Paid...Full timeTemporary workLocal area3 days per week$50k - $75k
...related to CPS. We handle sensitive, high-net-worth matters for clients and strive to give them a unique and personal service. Our... ...services. We are seeking a special person to assist with client intake and sales. Compensation: $50,000 - $75,000 yearly...Weekend 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
- 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
- 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
- ...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....
- ...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
- ...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
- 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
$17 - $19 per hour
...you might be exactly who were looking for. Were hiring Legal Intake Specialists to join our virtual call center team! No legal experience... ...service for law firms in the United States and Canada. Our clients rely on us to be the first impression and the voice of their...Full timeRemote workWork from homeHome officeMonday to FridayShift workWeekend work- ...of our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit...Full timeFlexible hours
- ...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
$27 per hour
...difficult cases. We look at all possible options to keep our clients in the United States with their families where they belong. We... ...others have turned clients away. Position Purpose The Sr. Intake Specialist serves as the most experienced member of the Intake Specialist...Work at officeLocal areaFlexible hours$18.92 - $23.46 per hour
...clearinghouse submittals. Communicate effectively with franchise partners and other VCI departments regarding the status of order intake. Document case activity, communications, and correspondence in the computer system to ensure completeness and accuracy of account...Full timeContract workTemporary workLocal areaImmediate startFlexible hours$20 - $24 per hour
...: Client Intake Coordinator - PRIMARY PURPOSE OF THE POSITION: · The Client Intake role will receive and process referrals and inquiries for homecare services and constitute going on new prospect meetings. · Additionally, calling on physicians, hospitals, skilled...Hourly payFull timePart timeWork at officeRelocationMonday to FridayFlexible hoursShift workWeekend work- Job Summary The Intake Coordinator is able to multitask utilizing excellent communication skills to ensure that the patient has adequate insurance or payor coverage for the infusion services that are being requested for AristaCare Health to provide. Then communicates the...
- 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
$18 - $32 per hour
...Join us to start Caring. Connecting. Growing together. The Intake Specialist is responsible for receiving referrals from sources and ensuring... ...Monitors referrals and assess any of their needs Assist clients and staff with referral questions when needed You’ll be rewarded...Hourly payMinimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- Kofile Technologies is seeking an Intake Technician in Dallas to manage project intake, input data into Excel and NetSuite, and support lab and production goals. You will help resolve workflow issues and promote safety and quality in daily operations. Ideal candidates...Full time
$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- ...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
$55k
...speaking with individuals experiencing difficult or emotional circumstances Experience in call center, customer service, intake, or a similar client-facing role Strong listening skills and the ability to ask thoughtful, effective questions to understand a caller's needs...- Bruno is seeking a Client Intake Assistant in Dallas, TX to be the primary contact for prospective clients, qualify leads, and gather necessary information to set up consultations or discovery calls. The role supports the Client Onboarding Team and collaborates with the...
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