Client Intake Specialist

Law Offices of Sabrina Li; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training

Professional development

Remote work flexibility

Holiday pay

Performance bonuses

Remuneration reviews

Job summary

Law Offices of Sabrina Li is a U.S. immigration law firm seeking a Client Intake Specialist for a fully remote, full-time role. You will be the first point of contact for clients, manage intake, scheduling, and CRM records, and support attorneys and staff.

Ideal candidates have 2+ years in client relations, familiarity with U.S. law, and strong English communication. A bachelor’s degree is preferred, with immigration experience a plus.

Qualifications

• Minimum of 2 years in client relations or related role.
• Bachelor's degree preferred in communications or business administration.
• Experience with U.S. law or a U.S.-based law firm is required.
• Immigration law experience preferred.
• Familiarity with CRM, scheduling apps, and virtual tools.
• Strong written and verbal English communication skills.
• Ability to handle confidential client information.

Responsibilities

• Serve as primary contact for client calls, emails, and social media inquiries.
• Screen inquiries, identify client needs, schedule consultations, and guide intake.
• Build rapport with clients and support converting leads into retained clients.
• Manage calendars, inboxes, communications, and deadlines for the management team.
• Maintain accurate client records using CRM systems and track intake progress.
• Apply knowledge of U.S. legal processes when communicating with clients.
• Identify inquiries requiring attorney review or legal guidance.

Skills

Client relations

Customer service

Administrative support

US law experience

Immigration law knowledge

CRM software

Scheduling apps

English communication

Confidentiality

Multitasking

Education

Bachelor's degree in communications or related field

Tools

CRM software

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.

Application Process

To better evaluate candidate skills prior to the interview phase, the application process may include a short video assessment simulating a role-specific scenario in addition to the standard application form.

Join our team as a Client Intake Specialist and contribute to our mission of delivering exceptional client service while advancing your career in a supportive, professional environment.

Due to the high volume of applications we receive, contacting our offices by phone regarding this position is strictly prohibited. Any phone inquiries about application status will result in automatic disqualification from the hiring process. Our hiring team carefully reviews every submission and will contact qualified candidates directly.