Senior Client Intake Specialist (Immigration and Criminal Defense)

The United Firm | La Liga Defensora, APC; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading firm in Houston is seeking a Senior Client Intake Specialist to manage client interactions for Immigration and Criminal Defense cases. The role involves screening potential clients, handling high volumes of inquiries, and supporting attorneys. Ideal candidates will have a strong sales background and be bilingual, ready to contribute to a dynamic legal team with opportunities for career growth.

Benefits

Medical, Dental, and Vision Insurance

401(k) Plan

Catered Lunches

Paid Time Off

Qualifications

• Minimum 3 years of sales experience; customer service experience is a plus.
• Strong performance-based metrics background.
• Experience in Immigration and Criminal Defense is preferred.

Responsibilities

• Screen telephone calls before scheduling attorney-client consultations.
• Monitor all potential new client inquiries via email, internet, phone, and referrals.
• Collaborate with attorneys to complete the initial consultation process.

Skills

Bilingual (English/Spanish)

Sales Experience

Customer Service

Resourceful

Goal-oriented

Tools

Case Management Software

Job description

Senior Client Intake Specialist (Immigration and Criminal Defense)

Join to apply for the Senior Client Intake Specialist (Immigration and Criminal Defense) role at The United Firm | La Liga Defensora, APC.

Our Houston office is looking to hire an experienced Senior Client Intake Specialist with strong sales experience and a desire to grow within the legal industry. The Intake Specialist will be the point of contact with prospective clients, screen leads, and obtain case details to determine if a case should be retained. The ideal candidate should have a strong Immigration or Criminal Defense background, be business development oriented, and work well with people. Responsibilities include handling a high volume of incoming calls, screening potential clients, and coordinating with attorneys. The role requires some weekend work and the ability to commute to Houston.

Responsibilities:

• Screen telephone calls before scheduling attorney-client consultations.
• Monitor all potential new client inquiries via email, internet, phone, and referrals.
• Immediately contact and establish relationships with potential clients.
• Update logs and reporting systems reflecting the status of all potential clients.
• Conduct interviews with potential clients showing empathy and compassion.
• Schedule appointments and take accurate notes during initial consultations.
• Collaborate with attorneys to complete the initial consultation process.
• Assist attorneys with administrative tasks related to case openings and database management.
• Follow instructions from supervising attorneys.
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets.

Qualifications:

• Bilingual (English/Spanish) proficiency is REQUIRED.
• Minimum 3 years of sales experience; customer service experience is a plus.
• Strong performance-based metrics background.
• Experience with case management software is a plus.
• Resourceful, motivated, and goal-oriented.
• Ability to meet deadlines and work weekends.
• Experience in Immigration and Criminal Defense is strongly preferred.

We offer medical, dental, and vision insurance, a competitive compensation package including a 401(k), and perks like catered lunches, parking, paid time off, and more. Join our growing team for career development and professional growth. We are an equal opportunity employer committed to diversity and inclusion.