Senior Client Intake Specialist (Immigration and Criminal Defense)

The United Firm | La Liga Defensora, APC; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Catered lunches

Parking

Paid time off

Job summary

The United Firm | La Liga Defensora, APC is seeking an experienced Senior Client Intake Specialist in Houston, TX, to screen leads, gather case details, and set attorney consultations. The role emphasizes business development, bilingual communication, and a strong immigration or criminal defense background.

This position involves handling a high volume of calls, updating logs, and supporting attorneys with opening new cases. Weekend availability is required in some weeks.

Qualifications

• Bilingual English/Spanish required.
• 3+ years sales experience mandatory.
• Immigration or Criminal Defense experience strongly preferred.
• Experience with case management software is a plus.

Responsibilities

• Screen leads and schedule attorney-client consultations.
• Update logs and reporting systems reflecting status of potential clients.
• Conduct intake interviews with empathy and professionalism.
• Assist attorneys with opening new cases and maintaining databases.
• Write emails, transcribe notes, and support document preparation.
• Handle a high volume of client calls; some weekend work may be required.

Skills

Bilingual English/Spanish

Sales experience

Strong communication

Tools

Case Management software

Job description

Senior Client Intake Specialist (Immigration and Criminal Defense)

Houston, Texas

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, will screen leads, and will be responsible for obtaining case details that will allow the firm to determine if a case should be retained. This position must be staffed by an individual who is business development oriented, and works well with people. We ask that you have a strong Immigration or Criminal Defense background and possess the ability to screen potential client calls. You will ensure operational excellence and handle a large volume of incoming client calls. The ideal candidate will be able to work some weekends and be able to commute to our Los Angeles office as is required for this role.

Responsibilities

• Screen telephone calls before scheduling an attorney-client consultation
• Persistently monitor all potential new client inquiries (email, internet, phone and referrals)
• Immediately contact every potential client and establish relationship with client
• Update logs and reporting systems to reflect status of all potential new clients
• Conduct potential new client interviews with genuine empathy and compassion
• Schedule appointments for potential clients
• Take accurate notes during the attorney-client initial consultation
• Collaborate with our attorneys to complete the initial consultation process
• Assist attorneys with administrative tasks related to opening new cases and maintaining databases
• Follow instructions from the supervising attorney and perform accordingly
• Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets)

Qualifications

• Bilingual (English/Spanish) with full proficiency REQUIRED.
• Minimum 3 years of sales experience required, customer service experience a major plus
• Strong background with performance-based metrics
• Case Management software experience is a major plus
• Resourceful and motivated to solve issues as they arise
• Proven track record to meet goals and deadlines
• Must be able to work weekends
• Immigration and Criminal Defense experience is strongly preferred.

Pay range is subject to change based on experience on a case-by-case basis.

Here at The United Firm | La Liga Defensora, APC, we offer medical, dental, and vision insurance. We have a great compensation package including a 401(k) plan.Some perks include catered lunches, complimentary parking, paid time off, and more! Come be apart of our growing firm and its opportunities for your career development. You will learn and develop alongside a team of professionals who aim to excel in the legal industry.

The United Firm | La Liga Defensora, APC, is an equal employment opportunity employer, and we welcome everyone regardless of their race, color, religion, sex, national origin, age, disability, veteran status or genetics. We are dedicated to providing an inclusive, open, and diverse work environment.