Client Intake Specialist

Diggs & Sadler; Houston (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Dependent coverage

Dental coverage

Vision coverage

401(k) with firm contribution

Paid time off

Job summary

Diggs & Sadler in Houston, TX is seeking a Client Intake Specialist who is professional, compassionate, and organized to guide prospective clients through the intake process. Prior legal experience is not required as training is provided.

You will answer calls, conduct intake interviews, document case information, manage CRM data, schedule consultations, process payments, and collaborate with attorneys to deliver an exceptional client experience.

Qualifications

• High school diploma or GED.
• 2+ years of customer service or administrative experience.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office.
• Ability to learn new software quickly.
• Bilingual English/Spanish is a plus.
• Must work full-time in our Houston office (in-person).

Responsibilities

• Answer incoming calls and respond to inquiries promptly.
• Conduct intake interviews with prospective clients.
• Document case information accurately.
• Enter and maintain information in the firm’s CRM system.
• Record intake metrics and update the daily reporting log.
• Schedule consultations and confirm appointments.
• Follow up with prospective clients.
• Process consultation payments.
• Welcome clients and visitors professionally.
• Collaborate with attorneys and the administrative team to enhance client experience.
• Participate in weekly meetings with the marketing team to review intake metrics and trends.
• Assist with other administrative duties as assigned.

Skills

Professional demeanor

Warmth in communication

Confidentiality

Calm under pressure

Organized

Detail-oriented

Team player

Customer service

Tech-friendly

Documentation

Education

High school diploma or GED

Tools

Microsoft Office

Job description

The first interaction a prospective client has with our firm often occurs during one of the most difficult times in their life. We are looking for someone who is professional, compassionate, organized, and genuinely enjoys helping people.

We believe every prospective client deserves to feel heard, respected, and supported from their very first interaction with our firm.

The Client Intake Specialist plays an important role in creating a positive first impression and guiding prospective clients through the intake process. While prior legal experience is helpful, it is not required. We are committed to training the right person.

We value integrity, professionalism, discretion, and exceptional client service. Our clients trust us with highly personal information, and every interaction should reflect respect, empathy, sound judgment, and confidentiality.

Responsibilities

• Answer incoming calls and respond to online inquiries promptly and professionally.
• Conduct intake interviews with prospective clients.
• Gather and accurately document case information.
• Enter and maintain accurate information in the firm’s client relationship management (CRM) system.
• Record required intake metrics and client information in the firm’s daily reporting log.
• Schedule consultations and confirm appointments.
• Follow up with prospective clients as needed.
• Process consultation payments.
• Welcome clients and visitors in a professional and courteous manner.
• Collaborate with attorneys and the administrative team to provide an exceptional client experience.
• Participate in weekly meetings with the firm’s marketing team to review intake metrics, discuss trends, and identify opportunities to improve the client experience and intake process.
• Assist with other administrative duties as assigned.

What We’re Looking For

• Communicates with professionalism, warmth, and confidence.
• Treats every client with dignity and respect.
• Maintains confidentiality and exercises good judgment.
• Remains calm under pressure.
• Is organized, dependable, and detail-oriented.
• Enjoys working as part of a collaborative team.
• Takes pride in providing exceptional customer service.
• Is comfortable learning new technology and following established processes.
• Appreciates that accurate documentation and reporting are essential to providing outstanding client service.

Experience We Value

Experience in any of the following is a plus:

• Medical or dental offices
• Banking or financial services
• Executive or administrative support
• Property management
• Retail leadership
• Prior legal experience is appreciated but not required.

Qualifications

• High school diploma or GED required.
• Two or more years of customer service, administrative, or client-facing experience preferred.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office.
• Ability to learn new software and technology quickly.
• Bilingual (English/Spanish) is a plus.
• Ability to work full-time in our Houston office. This is an in-person position.

We offer a competitive benefits package, including:

• Health, life, and disability insurance (firm-paid for employee)
• Optional dependent, dental, and vision coverage
• 401(k) with firm contribution after one year of full-time employment
• Paid time off (PTO)

If you are a compassionate professional who takes pride in providing exceptional service and enjoy working as part of a collaborative team, we encourage you to apply.