Legal Intake Specialist

Cohen Immigration Law Group, P.C.; New York (NY); On-site; USD 45,000 - 60,000; Full time

Job summary

Cohen Immigration Law Group, P.C. in New York is seeking an Immigration Intake Specialist to join our dedicated team. This role involves being the first point of contact for clients, managing intake screenings, and providing essential administrative support to ensure smooth operations.

The ideal candidate thrives in a professional setting, exhibits strong organizational skills, and has experience in customer service. Familiarity with CRM platforms like GoHighLevel is a plus, contributing to effective communication and case handling.

Qualifications

• Experience in a legal or professional office setting.
• Ability to communicate with clients from diverse backgrounds.
• Proven ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Conduct thorough immigration intake screenings.
• Greet clients and provide intake paperwork.
• Manage attorney calendars and schedule consultations.
• Maintain organized physical and digital client files.

Skills

Organizational skills

Customer Service

CRM platforms

Effective communication

Detail-oriented

Tools

GoHighLevel

Job description

Cohen Immigration Law Group, P.C. is a growing immigration law firm led by a retired U.S. Immigration Judge, dedicated to guiding clients through the immigration system with clarity, compassion, and precision. We are seeking a polished, reliable, and client‑focused Immigration Intake Specialist to join our team and play a key role in ensuring smooth daily operations of the firm. This position is ideal for someone who thrives in a professional environment, communicates with confidence, and understands the unique needs of an immigration law practice. As the firm’s first point of contact, you will ensure a positive, supportive experience for prospective and current clients while assisting with intake, scheduling, and administrative workflows.

Responsibilities

• Client Intake & Lead Handling
  • Answer incoming calls, emails, and messages with professionalism and courtesy.
  • Conduct thorough immigration intake screenings (eligibility, case type, urgency).
  • Manage and follow up with leads through CRM platforms such as GoHighLevel.
  • Maintain accurate client data and ensure prompt, consistent communication.
• Front Desk & Reception
  • Greet clients warmly upon arrival.
  • Provide intake paperwork and ensure a welcoming environment.
• Scheduling & Administrative Support
  • Manage attorney calendars and schedule consultations.
  • Confirm appointments and send reminders.
  • Prepare consultation files and ensure documents are accessible.
  • Assist with internal communication and coordination among team members.
• Document & File Management
  • Scan, upload, and label documents accurately.
  • Maintain organized physical and digital client files.

Qualifications

• Experience in a legal or professional office setting, demonstrating strong organizational skills.
• Previous Customer Service or Sales Experience preferred.
• Ability to communicate clearly and empathetically with clients from diverse backgrounds.
• Proven track record of managing multiple tasks efficiently in a fast‑paced environment.
• Familiarity with CRM platforms like GoHighLevel is a plus.
• Strong attention to detail, ensuring accuracy in client data and documentation.
• Experience in scheduling and calendar management, optimizing time for attorneys and clients alike.
• Highly organized, detail‑oriented, and able to multitask.
• Dependable, punctual, and professional in appearance and conduct.