Senior Client Intake Specialist (Immigration and Criminal Defense)

Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business‑development oriented and works well with people. A strong immigration or criminal defense background and the ability to screen potential client calls are required. The role involves handling a large volume of incoming client calls and ensuring operational excellence.

Responsibilities

• 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 a relationship
• Update logs and reporting systems to reflect the 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 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 (including complex spreadsheets)

Qualifications

• 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 strongly preferred

Schedule

Must be able to work some weekends and commute to our Los Angeles office as required for this role.

Pay

Pay range is subject to change based on experience on a case‑by‑case basis.

Benefits

• Medical, dental, and vision insurance
• 401(k) plan
• Catered lunches
• Complimentary parking
• Paid time off
• Opportunities for career development and growth within the firm