Legal Client Intake Specialist - Immigration

Position Summary

As a Client Intake Specialist, you are the first point of contact for our clients, guiding them through a clear, empathetic, and efficient intake process while accurately managing backend systems. This fast-paced, detail-oriented role is ideal for someone who enjoys client-facing work, thrives in a process-driven environment, and is comfortable with change and ambiguity as the role evolves with our firm’s needs.

What You’ll Do

• Use workflows to manage the full intake process, including things like check-ins, case status updates, and required follow-ups with a high volume of clients each day
• Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
• Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
• Record and regularly update all client information and feedback in HubSpot
• Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post-appointment follow-ups
• Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well-organized information for consideration
• Perform additional duties as assigned by management

Skills and Experience You'll Bring

• Bachelor's degree or equivalent experience
• 1+ years of experience in a customer service, administrative, or other public-facing role emphasizing a high level of service
• Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
• Comfort using firm-approved AI and automation tools to support intake workflows
• Strong organizational skills and a high level of attention to detail
• Excellent communication skills
• Proficiency in additional languages is valued but not required
• Ability to work effectively both with a team and independently
• Cultural sensitivity and passion for supporting immigrants and recognizing their valuable contributions to America's economy and culture
• Experience working in remote or hybrid environments preferred

What We'll Provide to You

• An opportunity to do challenging and highly rewarding work at a fast-growing firm with an inspiring mission
• An opportunity to join intelligent, creative, and dedicated immigration professionals who value respectful, collaborative working relationships
• Inclusive firm culture celebrating diverse perspectives, backgrounds, identities, and experiences
• People-centered workplace policies and flexible work schedules, including remote work opportunities
• Competitive compensation, health/dental/vision/life insurance benefits, a 401(k)-retirement savings plan with employer-matching, and a generous paid-time-off policy
• Casual attire and the opportunity to enjoy complimentary international cuisine in the office