Client Intake Specialist

About the Role

The Law Offices of Sabrina Li, P.C. is seeking a proactive and detail-oriented Client Intake Specialist to serve as the primary point of contact for prospective and existing clients while providing administrative support to the team. The ideal candidate will have 2+ years of experience in client relations, customer service, or administrative support, with a strong preference for experience working with U.S. law firms or U.S. legal matters. The role requires expertise in client communication, intake, scheduling, organization, and coordination.

Key Responsibilities

• Serve as the 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 escalate 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 (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