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Client Intake Assistant Jobs in Chicago, IL (NOW HIRING)

Hinshaw & Culbertson

Client Intake Coordinator

Chicago, IL · On-site +1

$60K - $68K/yr

Monitor and respond to daily requests in the general Client Intake email box * Assist or handle other responsibilities as assigned * Assist with maintenance of database of Outside Counsel Guidelines ...

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Client Intake Assistant information

See Chicago, IL salary details

$13

$25

$38

How much do client intake assistant jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client intake assistant in Chicago, IL is $25.84, according to ZipRecruiter salary data. Most workers in this role earn between $20.82 and $29.71 per hour, depending on experience, location, and employer.

What are some common challenges faced by a Client Intake Assistant, and how can they be addressed?

Client Intake Assistants often encounter challenges such as managing a high volume of inquiries, accurately collecting sensitive information, and maintaining clear communication between clients and the team. Staying organized with digital tools and checklists can help ensure information is not lost or overlooked. Additionally, developing strong interpersonal skills and keeping up-to-date with the latest intake protocols can help streamline the process and provide clients with a positive first impression of the organization.

What is the difference between Client Intake Assistant vs Customer Service Representative?

AspectClient Intake AssistantCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer administrative or customer service experienceHigh school diploma; customer service experience often preferred
Work EnvironmentOffice settings, healthcare, legal, or financial industriesRetail, call centers, corporate offices, various industries
Employer & Industry UsageUsed in healthcare, legal, financial sectors for client onboardingUsed across retail, telecom, banking for customer support
Search & Comparison IntentUnderstanding client onboarding roles and responsibilitiesCustomer support and service functions

The main difference is that a Client Intake Assistant focuses on onboarding clients, gathering initial information, and setting up accounts in specialized industries like healthcare or legal. A Customer Service Representative handles ongoing support, inquiries, and issue resolution across various sectors. Both roles require strong communication skills but serve different stages of the client or customer journey.

What are the key skills and qualifications needed to thrive as a Client Intake Assistant, and why are they important?

To thrive as a Client Intake Assistant, you need strong organizational abilities, attention to detail, and familiarity with client management processes, often supported by a high school diploma or associate degree. Proficiency with customer relationship management (CRM) software, data entry systems, and office productivity tools is typically required. Excellent communication, active listening, and a friendly, professional demeanor help you build rapport and accurately gather client information. These skills ensure efficient, accurate client onboarding and a positive first impression for your organization.

What are Client Intake Assistants?

Client Intake Assistants are administrative professionals who serve as the first point of contact for new clients in organizations such as law firms, medical offices, or social service agencies. They are responsible for gathering and verifying client information, explaining services, scheduling appointments, and ensuring all necessary documentation is completed accurately. Their role is crucial in creating a positive first impression and streamlining the onboarding process for clients. Client Intake Assistants also help ensure compliance with privacy and confidentiality standards.
What are the most commonly searched types of Client Intake jobs in Chicago, IL? The most popular types of Client Intake jobs in Chicago, IL are:
What are popular job titles related to Client Intake Assistant jobs in Chicago, IL? For Client Intake Assistant jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Client Intake Assistant jobs in Chicago, IL look for? The top searched job categories for Client Intake Assistant jobs in Chicago, IL are:
Client Intake Assistant jobs near you
Client Intake Coordinator

Client Intake Coordinator

Hinshaw & Culbertson

Chicago, IL • On-site, Remote

$60K - $68K/yr

Full-time

Posted 6 days ago

Job description

Client Intake Coordinator
Position Summary
The Client Intake Coordinator Team will support the processing and administration of our matter opening review process, including matter management, rate review, and adherence to Outside Counsel Guidelines. A substantial portion of this individual's workload will be data management, and will include working with electronic billing sites. This position requires an individual who is attentive to detail, comfortable with non-routine daily workflow, proficient in communicating with colleagues at all levels and who can work effectively both independently and within a team environment.
Essential Functions:
  • Access and utilize the daily report and workflow for newly opened matters
  • Review newly opened matters to ensure compliance with Outside Counsel Guidelines
  • Review and set rates/rate levels on client/matters to ensure accurate billing and conformance with engagement letters or previously negotiated agreements
  • Request missing background documents or approvals from Attorneys and/or Professional Administrators, as neededRevalue time entries to ensure conformance with newly updated rates/rate levels
  • Verify all relevant data for matters which are electronically billed through the over 30 websites we utilize, including confirming/editing matter on site, set up of rates, timekeepers, and budgets
  • Set disbursement constraints/exclusions in Aderant consistent with Outside Counsel Guidelines
  • Liaison with Client Account team managers and coordinators to resolve rejected eBilled invoices resulting from rate issues
  • Set up split billing information and bill groups for matters requiring deductibles; verify contact information for insured parties as needed
  • Update internal processes and systems for opening matters to ensure all internal systems accurately reflect the data processed
  • Review daily system generated reports to ensure rate compliance for timekeepers
  • Provide rate information to attorney and staff upon request
  • Update client contact information as needed in Aderant
  • Update/verify attorney participation credit on matters as requested
  • As rates are changed or updated, enter the information in Aderant and communicate the same to respective Client Account team managers/coordinator
  • Assist the Manager of Client Intake in ensuring that new or updated client rate information has been communicated to all stakeholders which may include the Chief Financial Officer
  • Assist with maintenance of Intapp Terms related to Outside Counsel Guidelines and assist with generating guidelines summary sheets for distribution to timekeepers
  • Monitor and respond to daily requests in the general Client Intake email box
  • Assist or handle other responsibilities as assigned
  • Assist with maintenance of database of Outside Counsel Guidelines and assist with generating guidelines summary sheets for distribution to timekeeper
  • Monitor and respond to requests as they come in to the general Client Intake email box
  • Assist or handle other responsibilities as assigned

Qualifications
  • Proficiency in Aderant Expert, Elite or comparable legal billing software preferred. Proficiency in Microsoft Excel and Word required.
  • 2+ years' experience with legal billing/e-billing and familiarity with matter management preferred. College degree preferred or else equivalent experience required.

As an EOE/AA employer, Hinshaw & Culbertson LLP will not discriminate in its employment practices due to an applicant's age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, protected veteran or disability status or any other factor prohibited by law.

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