Legal Client Intake Specialist

SJKP, LLP; United States; On-site; USD 40,500 - 49,500; Full time

Job summary

A prominent legal firm in the United States is seeking a Legal Client Intake Specialist to handle client inquiries and manage intake processes. The ideal candidate will possess excellent communication and interpersonal skills, with a bachelor's degree preferred. Responsibilities include conducting preliminary screenings, organizing documentation for attorneys, and tracking inquiry trends. This position offers an annual salary of approximately $45,000 based on experience and skills, with the potential for adjustments the firm encourages a collaborative and detail-oriented approach.

Qualifications

• Excellent verbal communication and interpersonal skills with a strong service mindset.
• Reliable, professional and responsible work ethic.
• Collaborative team player with a positive attitude.

Responsibilities

• Respond to prospective clients and conduct preliminary screening.
• Gather and organize intake notes and prepare preliminary case materials.
• Track inquiry trends to support marketing and operational decisions.

Skills

Excellent verbal communication

Interpersonal skills

Service mindset

Attention to detail

Multitasking

Team player

Education

Bachelor’s degree in communications, business administration, psychology, law, or related field

Tools

CRM or intake software

Job description

Join to apply for the Legal Client Intake Specialist role at SJKP, LLP

Application Deadline: 2025-12-26 (Friday)

※ Please apply by emailing directly to us (see below).

About SJKP, LLP

SJKP, LLP is a New York-based practice dedicated to providing high-quality legal services across corporate law, commercial litigation, cross-border, real estate and immigration matters. Our attorneys bring extensive experience from both domestic and international legal markets, enabling us to deliver practical and strategic solutions tailored to the needs of our diverse clientele.

With a client base spanning individuals, start-ups, and multinational companies, SJKP takes pride in offering personalized legal representation with global reach. Our team is equipped to assist clients in navigating cross-border transactions, complex disputes, and regulatory compliance, ensuring that legal challenges are met with precision and foresight.

Building on our foundation in New York, SJKP is committed to expanding its network of international partnerships and enhancing its capacity to serve clients operating in both the United States and abroad.

To learn more about our firm, please visit our website at www.sjkplawfirm.com

Job Overview

Our Client Intake Team plays a central role as the first point of contact for prospective clients. This team professionally handles new inquiries, identifies each client’s needs and schedules consultation.

We are seeking a driven and detail-oriented Intake Specialist who is passionate about helping clients and contributing to the growth of a fast-expanding international firm.

Key Responsibilities

Client Communication and Screening

• Respond to prospective clients by phone/online and conduct preliminary screening to determine case eligibility and urgency.
• Explain next steps clearly and schedule consultations with the appropriate attorney.
• Handle inbound calls and make outbound follow-up calls as needed.

Document and Intake System Management

• Gather and organize intake notes and prepare preliminary case materials to support attorneys.
• Maintain accurate and well-structured documentation to ensure smooth case handoffs.

Data Management and Analysis

• Track inquiry trends and assist in identifying recurring client needs or patterns that support marketing and operational decisions.

Calendar and Workflow Coordination

• Manage attorney consultation calendars and coordinate appointments.
• Communicate efficiently with attorneys and staff to ensure timely follow-through on all inquiries.

Required Qualifications

• Excellent verbal communication and interpersonal skills with a strong service mindset.
• Reliable, professional and responsible work ethic.
• Collaborative team player with a positive attitude.
• Ability to multitask and stay organized in a fast-paced and changing environment.
• Strong attention to detail especially in documentation.

Preferred Skills and Experiences

• Bachelor’s degree preferably in communications, business administration, psychology, law or a related field.
• Experience handling inbound customer calls.
• Prior customer service or client-facing experience.
• Background or interest in legal services.
• Experience with CRM or intake software is a plus.
• Multilingual ability is highly valued.

Salary information

$45,000~ (Adjustments based on skills, experience, and performance.)

※ Please indicate your desired salary in the application email.

How to Apply

Please send your resume, cover letter, expected salary, visa status/work authorization and earliest start date to [e-mail] the email subject line, please include “"NY Client Intake Specialist – [Your Name]".” Only shortlisted candidates who provided all the requested information will be contacted.