Client Intake Specialist Job at Robert Half (San Jose)

Intake Manager

We’re seeking an Intake Manager to oversee the intake process and ensure prospec...

Location

United States , Philadelphia

Salary:

Not provided

Lundy Law

Expiration Date

Until further notice

Requirements

At least 3 years of experience in an intake, client service, or sales role (preferably within legal, healthcare, or professional services)
Leadership or supervisory experience is highly desirable
Strong ability to empathize and connect with clients, especially in stressful or sensitive situations
Committed to maintaining confidentiality and upholding ethical standards
Proven ability to lead and motivate a diverse team, fostering collaboration and productivity
Excellent verbal and written communication skills, with the ability to clearly convey complex information to both clients and colleagues
Highly organized, able to manage multiple tasks and priorities in a fast-paced environment
Familiar with client management software, CRM systems, and Microsoft Office Suite
Experience with case management software is a plus
Ability to convert leads into clients while maintaining a focus on service excellence and empathy

Job Responsibility

Lead the Intake Team: Supervise and mentor a team of intake specialists, including virtual assistants and in-office staff, ensuring proper training, alignment with firm values, and efficient performance
Client Interaction: Oversee initial client inquiries, providing a professional, empathetic, and trustworthy first impression. Manage high-volume calls, emails, and online requests promptly
Data Management: Ensure accurate and confidential entry of client intake data into the firm's systems while maintaining compliance with all privacy and legal standards
Team Development & Training: Conduct ongoing training for the intake team on best practices, legal processes, and exceptional client service. Encourage continuous growth and foster a culture of emotional intelligence
Cross-Department Collaboration: Work closely with case managers, attorneys, and other departments to ensure smooth handoffs from intake to the legal team
Process Improvement: Analyze the intake process and identify opportunities to improve workflows, response times, and the overall client experience
Lead Generation & Conversion: Monitor and track intake lead performance, ensuring follow-ups and client engagement strategies are in place to maximize conversion rates
Customer Service Excellence: Guide the team in handling complex or sensitive client situations, ensuring clients feel supported and heard throughout their first interaction with the firm
Performance Reporting: Track key metrics related to intake, conversion, and client satisfaction, and use data insights to enhance team performance and process efficiency

What we offer

Competitive salary
Health and dental insurance
Paid time off (PTO)
401(k) with employer match
Ongoing training and professional development opportunities

Fulltime

Intake Director

Premier Plaintiff's Personal Injury NYC Law Firm is seeking an experienced, deta...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong customer service skills and excellent communication skills
Highly organized, efficient and proactive with an attention to detail
Effective problem-solving abilities
Strong personal focus on meeting or exceeding individual, department and Firm expectations
Demonstrates a willingness to take on new tasks with a general attitude that no task is too small, impossible or cannot be improved
Ability to work effectively within a team-oriented work environment and independently
Knowledge of NYS no-fault and workers’ compensation rules and applicability and ability to read police reports and discern key information
Prior personal injury law firm experience required – 3 to 5 years’ experience
Bilingual, Spanish preferred but not a must

Job Responsibility

Phone Accountability: including but not limited to making initial contact with potential new clients, assisting on calls to increase the likelihood of conversation and assisting and advising intake specialists and new case specialists
File and Data Management: including but not limited to assigning new cases to the appropriate teams and running and analyzing weekly reports as required by management
Intake Management: including but not limited to evaluating leads with the intended purposes of converting to a case, quality control of all intake and new case specialists to ensure clients and potential clients are being serviced properly, and run weekly huddle meetings to discuss performance goals, celebrate wins, and discuss any roadblocks the team is running into and solutions to overcome them
Marketing: including but not limited to ensuring that marketing information and all demographic information is entered into the CMS accurately
Reporting: running and analyzing weekly and monthly reports to provide data to upper management including conversion reports, reports related to marketing campaign success and wanted vs. unwanted leads

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Client Intake Specialist

Legal Services of North Florida has an opening for a full-time (35 hours/week) I...

Location

United States , Tallahassee

Salary:

34000.00 - 45000.00 USD / Year

Legal Services of North Florida

Expiration Date

Until further notice

Requirements

Skilled typist
Strong grammar and writing skills
High attention to detail
Ability to listen carefully and ask clear, thoughtful follow-up questions
Comfortable working with individuals in high-stress or emotional situations
Able to collaborate effectively with others in both local and remote team settings
High-level of comfort with the Microsoft Office Suite and use of technology
Must complete a Legal Services of North Florida online employment application and submit a resume

Job Responsibility

First point of contact for individuals seeking help
Connect people with the legal support they need
Engage directly with potential clients to collect initial information about their legal problems, income, and personal circumstances
Active listening and clear documentation
Lay the groundwork for attorneys to assess and respond to each client’s situation

What we offer

Four day (35 hour) work week
Paid time off includes holidays, sick leave, and personal leave (which after two years, increases to four weeks per year)
100% fully paid health insurance for employee & dependent children after 60 days of employment
Employer paid life insurance policy of $25,000
Employer contributes 6% to retirement/ 401K plan, after one year of full time service
Additional voluntary options of dental, vision, term life, disability, and other insurance coverage
Flexible Work Plans including remote work options available after 6 months of employment

Fulltime

Legal & Bankruptcy Intake Specialist

We are seeking a detail-oriented Legal & Bankruptcy Intake Specialist to support...

Location

Philippines , Manila

Salary:

Not provided

STAFFVIRTUAL

Expiration Date

Until further notice

Requirements

High attention to detail
Excellent phone and general communication skills
Willingness to learn and take on new tasks
Excellent time management
Microsoft suite proficiency
Knowledge of legal software is a plus

Job Responsibility

Conduct initial client intake by communicating with clients via phone and gathering relevant information needed to build and update case files
Maintain accurate client records and organize case information to support attorneys and legal staff
Serve as a point of contact for clients by providing updates, answering basic inquiries, and ensuring clear communication between clients and the legal team

What we offer

Competitive compensation and benefits package
HMO Day 1 + FREE dependent coverage
De minimis and allowances
Attendance bonus
Paid time offs
Company-provided work setup (laptop, monitor, accessories)
Training, career growth, and global exposure
A collaborative and supportive team culture

Paralegal

We are looking for a detail-oriented and proactive Paralegal to join our team on...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in paralegal work, particularly in mass tort or litigation support
Proficiency in Aderant, Adobe Acrobat, and case management software
Familiarity with Automated City Register Information System (ACRIS) and CompuLaw
Strong skills in calendar management and meeting deadlines
Excellent communication abilities, both written and verbal
Experience conducting legal research and preparing legal documentation
Ability to manage multiple tasks effectively in a fast-paced environment
Knowledge of client intake processes and claim administration

Job Responsibility

Respond promptly to client inquiries and manage incoming and outgoing correspondence
Order, track, and review medical records to gather evidence for case documentation, ensuring follow-ups are completed as needed
Calendar and maintain client-related deadlines, including statutes of limitations and discovery schedules
Prepare and submit discovery responses, including interrogatories, Plaintiff Fact Sheets, Plaintiff Profile Forms, and Census Forms, while addressing related deficiencies
Collaborate closely with the Client Service Specialist team to effectively manage client needs and objectives
Work with litigation teams to ensure client files are complete, discovery deadlines are met, and cases are prepared for trial
Conduct thorough legal research using tools such as Westlaw, LexisNexis, and other public-access resources
Utilize Microsoft Word and Excel for project management and documentation
Manage and organize case files using case management software
Support billing and administrative functions related to legal case management

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Case Manager

We are offering a long-term contract employment opportunity for a Case Manager i...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of case management or direct client service experience, ideally with housing-insecure or vulnerable populations
Knowledge of community resources and social services in the Baltimore area, especially in housing, employment, mental health, and public assistance
Experience using Homeless Management Information System (HMIS) or similar case management/data entry platforms
Excellent communication and interpersonal skills for working with clients and collaborating with partners, landlords, and internal staff
Proven ability to develop and maintain case plans, track goals, and monitor client progress
Organizational skills with the ability to manage multiple priorities and meet deadlines
Ability to maintain client confidentiality and adhere to ethical and professional standards

Job Responsibility

Handle intake referrals and set up appointments from Program and Grants Support Specialist
Prepare all necessary intake paperwork, collect client identifying documentation, and provide an initial program orientation
Develop an individual case management plan, including financial planning and housing goals in collaboration with each client
Input client data in the Homeless Management Information System (HMIS) and other data management systems accurately and in a timely manner
Conduct needs assessment, make appropriate community referrals, and provide support to connect clients to ancillary services
Assist clients with housing needs, including searching for housing leads and providing landlords with insight on services/programs
Help clients with employment, transportation, childcare, and counseling-related needs or concerns by connecting them to appropriate community resources and referrals
Ensure client compliance with program policies and expectations and provide warnings in verbal and written form, as necessary
Develop and maintain a list of potential housing opportunities for clients with support from other staff
Collaborate and communicate with other service providers, community partners, resident manager, and other agency staff and landlords/property managers as it relates to individual work or client needs

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

Fulltime

Family Law Intake Specialist

The Family Law Intake Specialist will be the first point of contact for clients ...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a related field or equivalent experience in a legal or client-facing role
Minimum of 2 years of experience in a legal environment, preferably in family law
Strong understanding of family law concepts, terminology, and procedures
Excellent verbal and written communication skills, with the ability to convey complex information clearly and empathetically
Proficient in using legal software and Microsoft Office Suite (Word, Excel, Outlook)
Exceptional organizational skills and attention to detail
Ability to handle sensitive and confidential information with discretion
Strong problem-solving skills and the ability to work independently as well as part of a team
Ability to handle sensitive family issues with compassion
Effective communication to capture detailed, accurate information

Job Responsibility

Answering inquiries via phone, email, or web with empathy and professionalism
Conducting interviews to gather essential details about marital history, assets, and custody concerns to determine if a case is a good fit
Provide clients with information about our services, processes, and expectations
Collecting essential client details (e.g., marriage dates, assets, child information) to help attorneys prepare
Document and organize client information, ensuring accuracy and compliance with legal standards
Entering data into systems and managing attorney calendars to reduce missed consultations
Maintaining supportive, consistent communication to keep prospects engaged during the stressful decision-making phase
Schedule appointments for attorneys and follow up with clients, as necessary
Conduct potential client conflict checks and follow-ups
Manage new client intakes, follow up on incomplete questionnaire information, and confirm appointments

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan
free online training

Legal and General Office Coordinator

This position will offer administrative clerical support for the World Relief Tr...

Location

United States , Winston-Salem

Salary:

20.00 - 21.00 USD / Hour

Latino Memphis

Expiration Date

Until further notice

Requirements

Mature and personal Christian faith
Committed to the mission, vision, and values of World Relief
Desire to serve and empower the Church to impact vulnerable communities
Able to affirm and/or acknowledge World Reliefs Core Beliefs, Statement of Faith, Christian Identity and National Association of Evangelicals' For the Health of The Nation document
High School Diploma
Strong inter-personal and cross-cultural communication skills exercised through previous cross-cultural experience
Committed to welcome the immigrant community, the general public, and other staff to World Relief
Highly organized and a willingness to multitask
Proficiency with Microsoft Word & Excel
Professional verbal and written communication

Job Responsibility

Facilitate in-person and telephone intake of new and existing clients
Schedule client appointments and administer reminder phone calls
Answer and screen all incoming phone calls for the ILS department and direct accordingly
Manage/direct all outgoing and incoming mail for all office
Assist with prompt filing and data entry of all correspondence from the government and communicate pertinent information to the appropriate client and/or ILS specialist
Provide additional administrative support to ILS specialists as needed
Conduct case follow up on incomplete files
Maintain adequate office supplies for the department and coordinate orders when necessary
Participate in ILS department meetings
Train and oversee administrative interns and volunteers to assist with administrative tasks

What we offer

competitive benefits package
employee discount program
Gold-level Cigna Healthy Workforce Designation

Fulltime

Client Intake Specialist

Robert Half

Location:
United States , San Jose

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 11, 2026

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Job Description:

Job Responsibility:

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