Intake and Onboarding Specialist

3 weeks ago


Dallas, Texas, United States Katie L. Lewis, P.C. Family Law Full time
Job Description: Intake and Onboarding Specialist

The Katie L. Lewis, P.C. Family Law team is seeking an organized and detail-oriented Intake and Onboarding Specialist to join our team. As an Intake and Onboarding Specialist, you will be responsible for managing the intake process, organizing paperwork, and performing data entry in our case management system.

In this role, you will be responsible for:
  • Performing miscellaneous clerical tasks as needed, including transcription, research, spreadsheet management, and email writing to ensure operational efficiency.
  • Evaluating prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard.
  • Managing attorney schedules, including prospective client consultations, to foster caseload growth.

Requirements:
  • Possesses outstanding communication skills and sense of empathy.
  • CRM and case management software experience a plus.
  • Full familiarity with the Microsoft Office suite, with advanced Excel proficiency.
  • Previous legal experience highly valued.
  • Customer service experience is required. Legal experience is a plus.

Compensation: $50,000 - $75,000 yearly.

About Us:
We are a growing law firm dedicated to providing exceptional service to our clients. We value personal and professional growth and are committed to maintaining a positive and upbeat work environment.
  • Intake Specialist

    2 days ago


    Dallas, Texas, United States Law Office of Bryan Fagan Full time

    We are looking for an Intake Specialist to join our team at The Law Office of Bryan Fagan. As a key member of our sales team, this role is responsible for responding to inquiries from potential clients via various channels and conducting initial consultations to gather essential information about their legal needs.Key Requirements:Respond promptly to...


  • Dallas, Texas, United States The United Firm | La Liga Defensora, APC Full time

    Key ResponsibilitiesThe Senior Client Intake Specialist will be the point of contact with prospective clients, responsible for obtaining case details that will allow the firm to determine if a case should be retained.This role requires strong business development orientation, the ability to work well with people, and a proven track record of meeting goals...


  • Dallas, Texas, United States Aspen HR Full time

    About the RoleThis Benefits Onboarding Specialist role is ideal for an individual who is detail-oriented, organized, and able to work independently in a fast-paced environment.The successful candidate will have a strong understanding of benefits compliance and the ability to communicate complex information to clients and employees.We offer a fully remote...


  • Dallas, Texas, United States The United Firm | La Liga Defensora, APC Full time

    Job OverviewWe are seeking an experienced Senior Client Intake Specialist to join our team in Los Angeles. The ideal candidate will have strong sales experience, a desire to grow within the legal industry, and excellent communication skills.


  • Dallas, Texas, United States The United Firm | La Liga Defensora, APC Full time

    Client Intake Specialist Job Summary:We are seeking a highly skilled Client Intake Specialist to join our team in Dallas. As a key member of our intake team, you will be responsible for screening leads, obtaining case details, and working with attorneys to determine if a case should be retained.Key Responsibilities:Screen telephone calls before scheduling an...

  • Intake Coordinator

    2 days ago


    Dallas, Texas, United States HIATT LAW GROUP PLLC Full time

    Job OverviewWe are seeking an experienced Intake Client Care Specialist to provide exceptional support to potential clients. In this role, you will be responsible for gathering detailed information, demonstrating empathy, and providing a supportive interaction.Main Responsibilities:Gathering Detailed Information: Conduct comprehensive initial interviews and...


  • Dallas, Texas, United States TBWA\Chiat\Day Full time

    Job OverviewWe are seeking an experienced Senior Client Intake Specialist to join our team in Dallas. The ideal candidate will have strong sales experience and a passion for growing within the legal industry.About the RoleThe Intake Specialist will be the primary point of contact with prospective clients, responsible for screening leads and obtaining case...


  • Dallas, Texas, United States Law Office of Bryan Fagan Full time

    About Our FirmThe Law Office of Bryan Fagan is a dynamic and growing law firm seeking an experienced Intake Specialist/Sales Representative to join our team. We offer a competitive compensation package, opportunities for professional development, and a fun and casual work environment.Job Responsibilities:Evaluate and qualify leads to ensure alignment with...


  • Dallas, Texas, United States The United Firm | La Liga Defensora, APC Full time

    About the RoleThis Senior Client Intake Specialist position is responsible for screening telephone calls, persistently monitoring potential new client inquiries, and updating logs and reporting systems to reflect status of all potential new clients.Additional responsibilities include conducting potential new client interviews with genuine empathy and...

  • Intake Professional

    2 weeks ago


    Dallas, Texas, United States Legal Aid of NorthWest Texas Full time

    About the JobThe Intake Specialist will play a critical role in supporting the office through effective communication with staff and clients. This includes efficiently referring calls to the proper staff members, providing information and referrals to community resources, and maintaining accurate records.The ideal candidate will have a passion for working in...


  • Dallas, Texas, United States Synechron Full time

    Key ResponsibilitiesAs a Business Systems Analyst, you will be responsible for:Collaborating with cross-functional teams to gather and document business requirements.Analyzing existing merchant product offerings and pricing structures to identify optimization opportunities.Developing comprehensive documentation, including business requirements, functional...


  • Dallas, Texas, United States The United Firm | La Liga Defensora, APC Full time

    OverviewThe United Firm | La Liga Defensora, APC. is seeking a highly skilled and organized Bilingual Administrative Assistant to support our Client Intake Specialist Department in Dallas.About the PositionThis role will involve providing administrative support, managing data entry, and performing various tasks related to sales administration. The ideal...


  • Dallas, Texas, United States CareHarmony Full time

    CareHarmony's Intake Coordinators (LPN) work closely with healthcare providers to deliver high-quality patient care. We are seeking an experienced Licensed Practical Nurse with a passion for delivering exceptional patient experiences.This role requires a strong understanding of patient needs and preferences, as well as excellent communication and...


  • Dallas, Texas, United States HIATT LAW GROUP PLLC Full time

    About the RoleThe HIATT LAW GROUP PLLC is seeking a highly skilled Intake Client Care Specialist to join our team. This position involves interacting with potential clients, conducting initial interviews, and gathering detailed information.Key Responsibilities:Initial Client Engagement: Serve as the first point of contact for potential clients, demonstrating...


  • Dallas, Texas, United States PDDN INC. Full time

    Estimated Salary: $85,000 - $110,000 per yearThe Portfolio Activation Specialist role is a strategic advisor who engages with customers to accelerate their consumption of Cisco Enterprise Agreements. As part of the Customer Experience organization, one of Cisco's fastest-growing teams, this role builds close relationships with customers and internal teams to...


  • Dallas, Texas, United States Mizzen+Main Full time

    Job Opportunity: Organizational Excellence SpecialistMizzen+Main is seeking an exceptional Organizational Excellence Specialist to join our dynamic HR team. This role will be responsible for creating an environment of continuous improvement by leading critical initiatives, including recruiting, interviewing, hiring, onboarding, and retention processes.The...


  • Dallas, Texas, United States ASERENE HOME CARE Full time

    Job DescriptionWe are seeking a dedicated In-Home Support Specialist to join our team at Asere's Home Care. The successful candidate will provide essential support to individuals in their homes, enabling them to maintain their independence and quality of life.Assist with daily activities such as bathing, dressing, and grooming, promoting the individual's...


  • Dallas, Texas, United States Genesis Women's Shelter & Support Full time

    Job DescriptionWe are seeking a highly skilled and compassionate Residential Specialist to join our team at Genesis Women's Shelter & Support. This role is a critical part of our mission to provide a safe and supportive environment for women and children fleeing family violence.The estimated salary for this position is $40,000 - $50,000 per year, depending...


  • Dallas, Texas, United States Outsource Full time

    Talent Acquisition Specialist OpportunityWe are seeking a highly motivated Talent Acquisition Specialist to join our team. As a Recruiter with Outsource, you will be responsible for identifying potential candidates, screening them over the phone and in-person, and facilitating the onboarding process.The ideal candidate will have a Bachelor's Degree and/or...


  • Dallas, Texas, United States SEMNOX SOLUTIONS LLC Full time

    Job ProfileWe are seeking an experienced Implementation Specialist to join our team at SEMNOX SOLUTIONS LLC.Key Responsibilities:Onboard customers, manage detailed implementation plans, and work with internal and external procurement teams.Review business processes, create business process documents, and identify solution gaps.ResponsibilitiesAs an...