Senior Client Intake Specialist (Immigration and Criminal Defense)
Senior Client Intake Specialist (Immigration and Criminal Defense)
Posted 7 days ago
SENIORITY
Mid
About the role
- Screen telephone calls before scheduling an attorney-client consultation
- Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
- Immediately contact every potential client and establish relationship with client
- Update logs and reporting systems to reflect status of all potential new clients
- Conduct potential new client interviews with genuine empathy and compassion
- Schedule appointments for potential clients
- Take accurate notes during the attorney-client initial consultation
- Collaborate with our attorneys to complete the initial consultation process
- Assist attorneys with administrative tasks related to opening new cases and maintaining databases
- Follow instructions from the supervising attorney and perform accordingly
- Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)
- Bilingual (English/Spanish) with full proficiency REQUIRED.Minimum 3 years of sales experience required, customer service experience a major plus
- Strong background with performance-based metrics
- Case Management software experience is a major plus
- Resourceful and motivated to solve issues as they arise
- Proven track record to meet goals and deadlines
- Must be able to work weekends
- Immigration and Criminal Defense experience is strongly preferred.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
