Use workflows to manage the full intake process, including things like check‑ins, case status updates, and required follow‑ups with a high volume of clients each day
Monitor and respond to multiple shared inboxes, ensuring timely handling and routing of inquiries from prospective and existing clients
Conduct outbound calls with prospective clients to complete consultations and intake steps, answer questions, and move cases forward with same-day or next business-day follow-up
Record and regularly update all client information and feedback in HubSpot
Support multiple attorney teams by coordinating leads, managing calendars, tracking case assignments, and handling post‑appointment follow‑ups
Review client credentials (resumes, Google Scholar citations, highest degrees, etc.) to support case evaluation and eligibility decisions, ensuring attorneys have complete, well‑organized information for consideration
Perform additional duties as assigned by management

Bachelor's degree or equivalent experience
1+ years of experience in a customer service, administrative, or other public-facing role emphasizing a high level of service
Proficiency in HubSpot, Microsoft Office, and/or other CRM systems highly preferred
Comfort using firm-approved AI and automation tools to support intake workflows
Strong organizational skills and a high level of attention to detail
Excellent communication skills
Proficiency in additional languages is valued but not required
Ability to work effectively both with a team and independently
Cultural sensitivity and passion for supporting immigrants and recognizing their valuable contributions to America's economy and culture
Experience working in remote or hybrid environments preferred

Competitive compensation
Health/dental/vision/life insurance benefits
401(k)-retirement savings plan with employer-matching
Generous paid-time-off policy
People-centered workplace policies and flexible work schedules, including remote work opportunities
Casual attire and the opportunity to enjoy complimentary international cuisine in the office

Legal Client Intake Specialist – Immigration

Key skills