Client Intake Specialist

Sabrina Li; Los Angeles, Pasadena, Santa Ana, Dallas (CA, CA, CA, TX); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Holiday pay for U.S. federal holidays

Performance-based bonuses

Fully remote role

Job summary

The Law Offices of Sabrina Li, P.C. is seeking a proactive Client Intake Specialist to be the primary contact for prospective and existing clients while providing administrative support to the team. Ideal candidates have experience with U.S. law firms or U.S. legal matters and excel in intake, scheduling, and documentation.

This fully remote, full-time contractor role offers flexible scheduling, a U.S.-based workflow, and opportunities for professional growth within a global team.

Qualifications

• Minimum 2 years in client relations or administrative support.
• Experience with U.S. law firms or U.S. legal matters is required.
• Strong written and verbal English communication skills.

Responsibilities

• Be primary contact for client calls, emails, and inquiries.
• Screen inquiries, schedule consultations, and guide intake process.
• Maintain accurate client records in CRM and track intake progress.
• Coordinate with management and escalate when attorney review is needed.

Skills

Client relations

Communication

Detail oriented

Multitasking

CRM proficiency

English proficiency

Education

Bachelor's degree

Communications

Business Administration

Tools

CRM software

Scheduling apps

Microsoft Office

Job description

Job Title: Client Intake Specialist

Type: Independent Contractor

Location: Remote | South Africa

Working Arrangement: Full-time, Virtual

About Us

The Law Offices of Sabrina Li, P.C. is a leading, full-service U.S. immigration law firm with offices in Los Angeles, Pasadena, Santa Ana, and Dallas, as well as international operations across Asia, Africa and Central and South America. We are dedicated to helping individuals, families, and businesses navigate complex legal challenges with skill, compassion, and integrity.

We are proud to be recognized as a 2025 Inc. Best Workplaces honoree, a distinction that reflects our intentional investment in our people and workplace culture. We are committed to fostering a supportive, collaborative, and growth-oriented environment where team members feel valued, empowered, and equipped to succeed. Our firm prioritizes professional development, clear career pathways, and a culture of accountability and respect — creating a workplace where high performers can build meaningful, long-term careers.

Why Join Our Team?

Supportive & Growth-Oriented Environment

• Comprehensive training to set you up for success in your role
• Ongoing opportunities for professional development and career advancement
• Collaborative and empowering culture within a global team

Flexible Remote Work

• Fully remote position based in Asia
• Flexible scheduling to support productivity and work-life balance
• Work from the comfort of your home with no commute

Competitive & Rewarding Benefits

• Holiday pay for all U.S. federal holidays observed by the firm
• Performance-based bonuses to reward your contributions
• Periodic remuneration reviews to ensure fair and competitive compensation

Dynamic & Professional Culture

• Be part of a team that values initiative, reliability, and professionalism
• Thrive in an environment that encourages innovation and continuous learning

About the Role

We are seeking a proactive and detail-oriented Client Intake Specialist to serve as a primary point of contact for prospective and existing clients while providing administrative support to our team. The ideal candidate will have prior experience working with U.S. law firms or U.S. legal matters and will excel in client communication, intake, scheduling, organization, and coordination.

Key Responsibilities

• Serve as a 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 elevate 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 is 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

Working Hours

The standard working hours for this role are 8:00 AM to 5:00 PM Pacific Time (PST). However, alternative shift arrangements may be considered to accommodate the vast time difference.